Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OLTNX (Oppenheimer Ltd Trm Govt N) | NA | 4.24% | 2.20% | 1.36% | 1.42% | 1.85% | NA | … | … |
Data as of 05/15/2020, Common starting date is 03/29/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OLTNX (Oppenheimer Ltd Trm Govt N) | 03/29/2001 | 05/15/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.22 | 4.24 | 2.20 | 1.36 | 1.42 | 1.85 | NA | … | … | 2.59 | 2.90 | 0.87 | 0.47 | 0.40 | 0.27 | 0.32 | 0.65 | 2.24 | 1.24 | 4.88 | 8.10 | -6.46 | 5.00 | 4.12 | 1.27 | 1.34 | 0.92 | 4.65 | 1.30 |
| Sharpe Ratio | NA | 1.25 | 0.52 | 0.31 | 0.59 | NA | NA | … | … | 2.01 | 0.79 | -0.28 | -0.09 | 0.11 | 0.14 | 0.20 | 0.41 | 1.65 | 0.88 | 2.84 | 2.74 | -1.18 | 0.95 | 0.42 | -0.60 | 0.24 | 0.15 | 1.83 | -0.12 |
| Standard Deviation(%) | NA | 2.60 | 2.04 | 1.94 | 1.74 | NA | NA | … | … | 3.27 | 1.90 | 1.64 | 1.89 | 1.81 | 1.71 | 1.54 | 1.51 | 1.33 | 1.38 | 1.69 | 2.92 | 6.25 | 2.08 | 1.97 | 1.50 | 1.67 | 1.59 | 1.95 | 2.44 |
| Draw Down(%) | NA | 2.04 | 2.04 | 2.04 | 2.04 | NA | NA | … | … | 2.04 | 0.91 | 0.78 | 1.04 | 1.56 | 1.37 | 1.26 | 1.54 | 0.84 | 0.73 | 0.89 | 2.52 | 13.55 | 0.80 | 0.80 | 0.87 | 1.47 | 0.84 | 0.98 | 2.04 |
| Yield(%) | 0.00 | 2.11 | 1.96 | 0.88 | 1.46 | 2.25 | 2.11 | … | … | 0.51 | 2.19 | 2.00 | 1.60 | 1.30 | 1.12 | 1.52 | 2.56 | 2.01 | 2.30 | 2.55 | 4.64 | 4.48 | 4.38 | 4.42 | 3.03 | 2.59 | 1.79 | 2.44 | 0.50 |
Data as of 05/15/2020, Common starting date is 03/29/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OLTNX (Oppenheimer Ltd Trm Govt N) |
-0.10%
Apr 2015 – Apr 2018 |
0.24%
Apr 2013 – Apr 2018 |
1.01%
May 2008 – May 2018 |
1.52%
Apr 2003 – Apr 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OLTNX (Oppenheimer Ltd Trm Govt N) |
5.59%
Nov 2008 – Nov 2011 |
3.76%
Nov 2008 – Nov 2013 |
2.57%
Mar 2002 – Mar 2012 |
2.01%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison Chart