Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ONCIX (Oppenheimer Cnsrvtv Invstr Fd Cl N Shs) | 3.92% | 10.02% | 7.16% | 1.14% | 3.27% | 3.33% | 2.12% | … | … |
Data as of 06/04/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ONCIX (Oppenheimer Cnsrvtv 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 (%) | 0.22 | 10.02 | 7.16 | 1.14 | 3.27 | 3.33 | 2.12 | … | … | 3.92 | 5.91 | 3.99 | 7.70 | -16.59 | 1.72 | 8.03 | 12.09 | -3.73 | 8.83 | 4.56 | -1.88 | 2.81 | 6.90 | 8.72 | 0.76 | 10.96 | 15.15 | -36.65 | 5.32 | 7.82 | 5.05 |
| Sharpe Ratio | NA | 1.71 | 0.81 | -0.23 | 0.27 | NA | NA | … | … | 1.25 | 0.53 | 0.08 | 0.71 | -2.18 | 0.43 | 0.63 | 3.11 | -1.05 | 3.03 | 0.92 | -0.40 | 0.67 | 1.43 | 1.98 | 0.10 | 1.61 | 1.49 | -2.11 | 0.44 | 1.12 | 1.36 |
| Standard Deviation(%) | NA | 4.67 | 5.19 | 5.86 | 6.21 | NA | NA | … | … | 5.66 | 5.83 | 4.86 | 5.74 | 8.31 | 3.95 | 12.25 | 3.42 | 4.87 | 2.70 | 4.71 | 4.75 | 4.15 | 4.81 | 4.42 | 7.51 | 6.76 | 10.10 | 17.75 | 5.00 | 3.94 | 3.32 |
| Draw Down(%) | NA | 3.49 | 5.76 | 21.51 | 21.51 | NA | NA | … | … | 3.49 | 4.27 | 2.90 | 6.09 | 19.68 | 2.86 | 18.10 | 2.03 | 7.07 | 1.20 | 3.58 | 5.53 | 3.25 | 5.25 | 3.73 | 8.17 | 4.99 | 15.00 | 44.79 | 3.63 | 3.10 | 2.39 |
| Yield(%) | 0.00 | 3.44 | 3.56 | 2.65 | 2.97 | 2.77 | 2.33 | … | … | 0.00 | 3.55 | 4.14 | 2.98 | 1.39 | 3.23 | 1.98 | 6.59 | 1.95 | 2.07 | 2.03 | 1.90 | 1.49 | 1.44 | 1.86 | 2.61 | 2.58 | 0.82 | 3.75 | 4.39 | 3.14 | 1.84 |
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 |
|---|---|---|---|---|
| ONCIX (Oppenheimer Cnsrvtv Invstr Fd Cl N Shs) |
-14.11%
Feb 2006 – Feb 2009 |
-3.39%
May 2007 – May 2012 |
0.41%
Nov 2006 – Nov 2016 |
0.24%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ONCIX (Oppenheimer Cnsrvtv Invstr Fd Cl N Shs) |
14.52%
Feb 2009 – Feb 2012 |
10.94%
Feb 2009 – Feb 2014 |
6.82%
Feb 2009 – Feb 2019 |
4.88%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart