Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OIRDX (Oppenheimer Rising Dividend Fd Cl I) | 6.82% | 21.49% | 17.98% | 8.83% | 10.95% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/29/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OIRDX (Oppenheimer Rising Dividend Fd Cl I) | 02/29/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.80 | 21.49 | 17.98 | 8.83 | 10.95 | NA | NA | … | … | 6.82 | 17.81 | 19.80 | 18.12 | -16.29 | 13.51 | 11.96 | 30.08 | -6.11 | 17.21 | 4.89 | -0.09 | 11.42 | 27.83 | 4.01 |
| Sharpe Ratio | NA | 1.79 | 1.14 | 0.38 | 0.51 | NA | NA | … | … | 1.03 | 0.92 | 1.47 | 1.23 | -0.78 | 0.78 | 0.32 | 2.23 | -0.47 | 2.54 | 0.31 | -0.01 | 0.92 | 2.44 | 0.34 |
| Standard Deviation(%) | NA | 10.77 | 13.09 | 16.32 | 18.17 | NA | NA | … | … | 12.60 | 16.36 | 11.01 | 11.84 | 22.70 | 17.26 | 36.11 | 12.85 | 16.06 | 6.54 | 14.86 | 15.59 | 12.45 | 11.40 | 13.87 |
| Draw Down(%) | NA | 9.78 | 16.02 | 28.47 | 36.68 | NA | NA | … | … | 9.78 | 16.02 | 6.98 | 10.46 | 21.70 | 12.81 | 36.68 | 5.78 | 19.89 | 2.47 | 10.97 | 12.08 | 9.07 | 5.64 | 11.28 |
| Yield(%) | 0.00 | 8.16 | 10.12 | 5.93 | 7.17 | 7.63 | 5.72 | … | … | 0.00 | 8.72 | 13.33 | 8.40 | 1.13 | 1.02 | 1.31 | 5.35 | 7.98 | 10.43 | 5.95 | 7.13 | 9.89 | 13.21 | 2.02 |
Data as of 06/04/2026, Common starting date is 02/29/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OIRDX (Oppenheimer Rising Dividend Fd Cl I) |
2.08%
Dec 2019 – Dec 2022 |
3.57%
Mar 2015 – Mar 2020 |
7.04%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OIRDX (Oppenheimer Rising Dividend Fd Cl I) |
20.15%
Sep 2022 – Sep 2025 |
15.37%
Oct 2016 – Oct 2021 |
11.26%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart