Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
OGMYX (Oppenheimer Gold & Special Minerals Cl Y) 1.61% 54.68% 37.74% 15.82% 14.96% 4.07% NA
Data as of 06/04/2026, Common starting date is 09/08/2010
More Performance Analytics Comparison
Name Start Date End Date
OGMYX (Oppenheimer Gold & Special Minerals Cl Y) 09/08/2010 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Annualized Return (%) -0.96 54.68 37.74 15.82 14.96 4.07 NA 1.61 131.58 13.28 6.65 -16.65 -2.50 36.45 46.66 -12.90 17.34 49.21 -22.95 -15.24 -47.75 -9.05 -25.12 9.56
Sharpe Ratio NA 1.65 1.13 0.41 0.46 NA NA 0.19 3.87 0.35 0.12 -0.47 -0.09 0.76 2.13 -0.68 0.68 1.17 -0.63 -0.40 -1.15 -0.30 -0.70 1.04
Standard Deviation(%) NA 40.72 33.35 33.16 32.82 NA NA 50.46 33.50 27.79 26.13 38.43 28.60 47.70 21.16 21.07 24.79 41.73 36.52 37.95 41.60 30.36 36.11 32.06
Draw Down(%) NA 29.00 29.00 47.03 47.03 NA NA 29.00 16.76 18.97 24.70 47.03 28.95 38.63 12.74 24.72 20.34 37.74 38.85 40.52 53.59 34.20 30.95 15.17
Yield(%) 0.00 0.88 1.20 1.26 2.28 1.07 0.79 0.00 1.30 1.16 1.09 0.64 3.12 2.48 0.66 0.00 3.37 10.34 0.00 2.09 0.00 0.00 5.41 0.00
Data as of 06/04/2026, Common starting date is 09/08/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OGMYX (Oppenheimer Gold & Special Minerals Cl Y) -33.87%
Sep 2012 – Sep 2015
-26.56%
Nov 2010 – Nov 2015
-4.99%
Sep 2012 – Sep 2022
2.07%
Oct 2010 – Oct 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OGMYX (Oppenheimer Gold & Special Minerals Cl Y) 55.53%
Feb 2023 – Feb 2026
28.33%
Feb 2021 – Feb 2026
22.47%
Jan 2016 – Jan 2026
5.46%
Feb 2011 – Feb 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return