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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
OLTYX (Oppenheimer Ltd Trm Govt Y) NA 4.85% 2.78% 1.96% 2.07% 2.46% 3.07% 3.22%
Data as of 05/15/2020, AR inception is 01/29/1998
More Performance Analytics Comparison
Name Start Date End Date
OLTYX (Oppenheimer Ltd Trm Govt Y) 01/29/1998 05/15/2020
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998
Annualized Return (%) -0.22 4.85 2.78 1.96 2.07 2.46 3.07 3.22 2.77 3.53 1.47 1.09 1.03 0.81 0.93 1.62 2.96 1.85 5.35 8.63 -5.95 5.51 4.62 1.77 1.94 1.72 6.34 7.17 7.68 2.61 6.43
Sharpe Ratio NA 1.38 0.76 0.59 0.90 NA NA 0.76 2.18 0.95 0.08 0.25 0.45 0.43 0.56 0.94 1.96 1.21 2.99 2.78 -1.09 1.17 0.63 -0.26 0.56 0.64 2.62 1.60 1.37 -0.23 1.20
Standard Deviation(%) NA 2.80 2.16 2.04 1.84 NA NA 2.49 3.25 2.24 1.74 1.84 1.80 1.83 1.65 1.70 1.50 1.51 1.76 3.07 6.28 2.13 2.11 1.55 1.78 1.60 2.00 3.09 2.66 2.65 3.07
Draw Down(%) NA 2.03 2.03 2.03 2.03 NA NA 13.36 2.03 0.91 0.64 0.88 1.65 1.04 1.26 1.39 0.74 0.64 0.74 2.44 13.36 0.70 0.81 0.83 1.37 0.71 0.88 1.65 0.97 1.24 1.05
Yield(%) 0.00 2.71 2.55 1.20 1.93 2.69 3.17 3.39 0.70 2.80 2.59 2.21 1.92 1.64 2.13 3.30 2.61 2.89 3.01 5.13 5.02 4.87 4.90 3.51 3.18 2.57 4.05 5.77 6.51 6.31 6.41
Data as of 05/15/2020, AR inception is 01/29/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OLTYX (Oppenheimer Ltd Trm Govt Y) 0.46%
Nov 2005 - Nov 2008
0.92%
Apr 2013 - Apr 2018
1.63%
Apr 2008 - Apr 2018
2.12%
Apr 2003 - Apr 2018
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OLTYX (Oppenheimer Ltd Trm Govt Y) 7.18%
Jan 2000 - Jan 2003
6.08%
Feb 1998 - Feb 2003
4.54%
Apr 1998 - Apr 2008
3.82%
Feb 1998 - Feb 2013
Annualized Rolling Returns Comparison Chart