Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ONAIX (Oppenheimer Aggrssv Invstr Fd Cl N Shs) | 12.65% | 24.91% | 15.88% | 4.48% | 6.10% | 6.16% | 5.42% | … | … |
Data as of 06/04/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ONAIX (Oppenheimer Aggrssv Invstr Fd Cl N Shs) | 04/08/2005 | 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 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.86 | 24.91 | 15.88 | 4.48 | 6.10 | 6.16 | 5.42 | … | … | 12.65 | 16.21 | 10.33 | 14.31 | -24.01 | 8.87 | -4.96 | 26.46 | -13.27 | 24.59 | 3.31 | -0.65 | 1.62 | 27.87 | 17.28 | -8.50 | 16.65 | 39.99 | -41.80 | 7.25 | 14.05 | 11.77 |
| Sharpe Ratio | NA | 1.93 | 0.98 | 0.13 | 0.27 | NA | NA | … | … | 2.04 | 0.87 | 0.59 | 0.99 | -1.26 | 0.69 | -0.15 | 2.21 | -1.00 | 3.57 | 0.21 | -0.05 | 0.14 | 2.56 | 1.27 | -0.34 | 0.87 | 1.37 | -1.05 | 0.25 | 0.92 | 1.43 |
| Standard Deviation(%) | NA | 11.82 | 13.00 | 14.52 | 16.74 | NA | NA | … | … | 14.07 | 15.33 | 11.34 | 10.91 | 20.18 | 12.90 | 34.11 | 11.31 | 14.77 | 6.73 | 14.55 | 13.81 | 11.07 | 10.87 | 13.63 | 24.74 | 19.01 | 29.18 | 40.64 | 16.64 | 11.60 | 9.76 |
| Draw Down(%) | NA | 8.61 | 15.58 | 31.90 | 34.75 | NA | NA | … | … | 8.61 | 15.58 | 7.20 | 11.14 | 26.72 | 9.09 | 34.75 | 6.52 | 22.67 | 1.82 | 12.38 | 13.78 | 10.45 | 7.33 | 12.36 | 23.49 | 14.66 | 26.20 | 50.90 | 11.34 | 11.75 | 4.80 |
| Yield(%) | 0.00 | 5.34 | 4.89 | 2.71 | 4.64 | 4.31 | 3.89 | … | … | 0.00 | 5.60 | 5.80 | 2.58 | 0.70 | 1.57 | 0.40 | 19.95 | 5.88 | 2.65 | 1.66 | 0.94 | 0.49 | 0.58 | 0.56 | 0.47 | 0.07 | 2.84 | 4.14 | 4.10 | 1.98 | 1.38 |
Data as of 06/04/2026, Common starting date is 04/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ONAIX (Oppenheimer Aggrssv Invstr Fd Cl N Shs) |
-16.74%
Feb 2006 – Feb 2009 |
-2.92%
May 2007 – May 2012 |
1.65%
Oct 2013 – Oct 2023 |
2.02%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ONAIX (Oppenheimer Aggrssv Invstr Fd Cl N Shs) |
24.99%
Feb 2009 – Feb 2012 |
21.64%
Feb 2009 – Feb 2014 |
12.78%
Feb 2009 – Feb 2019 |
8.69%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart