Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ONMIX (Oppenheimer Moderate Invstr Fd Cl N Shs) | 9.56% | 19.18% | 12.50% | 3.02% | 4.97% | 5.03% | 3.64% | … | … |
Data as of 06/04/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ONMIX (Oppenheimer Moderate 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 (%) | 0.69 | 19.18 | 12.50 | 3.02 | 4.97 | 5.03 | 3.64 | … | … | 9.56 | 13.03 | 7.99 | 11.84 | -20.11 | 3.57 | 0.92 | 19.61 | -7.16 | 14.75 | 4.49 | -1.50 | 4.03 | 16.09 | 10.96 | -1.61 | 12.62 | 21.62 | -39.25 | 5.80 | 9.90 | 6.50 |
| Sharpe Ratio | NA | 1.95 | 1.00 | 0.04 | 0.30 | NA | NA | … | … | 1.99 | 0.94 | 0.53 | 1.00 | -1.51 | 0.36 | 0.03 | 2.54 | -0.92 | 3.34 | 0.50 | -0.18 | 0.57 | 1.37 | 1.47 | -0.13 | 1.17 | 1.30 | -1.68 | 0.32 | 1.11 | 1.26 |
| Standard Deviation(%) | NA | 8.70 | 9.45 | 10.57 | 11.36 | NA | NA | … | … | 10.35 | 10.82 | 8.29 | 8.26 | 14.33 | 9.79 | 22.29 | 7.14 | 9.34 | 4.24 | 8.53 | 8.66 | 7.10 | 11.70 | 7.47 | 12.95 | 10.70 | 16.55 | 23.84 | 8.35 | 5.89 | 5.19 |
| Draw Down(%) | NA | 6.18 | 11.01 | 28.99 | 28.99 | NA | NA | … | … | 6.18 | 10.89 | 4.54 | 8.87 | 23.57 | 8.48 | 26.80 | 4.14 | 13.84 | 1.24 | 7.65 | 8.58 | 5.74 | 6.09 | 6.58 | 13.26 | 8.42 | 19.06 | 47.59 | 5.92 | 5.18 | 3.12 |
| Yield(%) | 0.00 | 4.45 | 3.22 | 2.10 | 3.17 | 3.04 | 2.57 | … | … | 0.00 | 4.62 | 3.46 | 0.99 | 1.08 | 1.96 | 1.24 | 11.49 | 2.51 | 1.84 | 1.45 | 0.47 | 2.16 | 1.15 | 1.58 | 2.08 | 1.99 | 0.00 | 4.16 | 4.64 | 2.72 | 1.70 |
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 |
|---|---|---|---|---|
| ONMIX (Oppenheimer Moderate Invstr Fd Cl N Shs) |
-15.41%
Feb 2006 – Feb 2009 |
-3.58%
May 2007 – May 2012 |
1.63%
Feb 2006 – Feb 2016 |
0.85%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ONMIX (Oppenheimer Moderate Invstr Fd Cl N Shs) |
17.86%
Feb 2009 – Feb 2012 |
14.85%
Feb 2009 – Feb 2014 |
9.34%
Feb 2009 – Feb 2019 |
6.50%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart