Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| OOSAX (Oppenheimer Senior Floating Rate A) | 1.59% | 5.66% | 8.39% | 7.15% | 3.71% | 4.22% | 4.11% | 4.46% |
Data as of 07/25/2025, AR inception is 09/29/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OOSAX (Oppenheimer Senior Floating Rate A) | 09/29/1999 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.66 | 8.39 | 7.15 | 3.71 | 4.22 | 4.11 | 4.46 | 1.59 | 7.68 | 11.58 | -0.28 | 8.65 | -4.47 | 2.33 | -0.89 | 2.75 | 12.71 | -2.06 | 0.55 | 6.43 | 8.43 | 2.38 | 12.80 | 43.51 | -29.44 | 1.58 | 6.99 | 5.70 | 5.42 | 9.86 | 1.93 | 0.16 | 7.49 | 2.49 |
| Sharpe Ratio | NA | 0.79 | 1.31 | 1.47 | 0.55 | NA | NA | 0.87 | -0.06 | 0.37 | 2.17 | -0.34 | 4.29 | -0.50 | 0.33 | -1.04 | 1.19 | 5.03 | -1.11 | 0.27 | 3.84 | 4.50 | 0.75 | 5.44 | 9.70 | -4.81 | -0.55 | 1.78 | 1.85 | 3.05 | 5.82 | 0.37 | -0.89 | 1.38 | 2.74 |
| Standard Deviation(%) | NA | 3.16 | 3.83 | 3.44 | 4.09 | NA | NA | 3.42 | 3.12 | 2.99 | 3.40 | 4.93 | 2.01 | 9.32 | 2.81 | 2.13 | 1.78 | 2.49 | 1.88 | 1.97 | 1.67 | 1.88 | 3.13 | 2.34 | 4.48 | 6.29 | 2.57 | 2.10 | 1.90 | 1.47 | 1.57 | 2.23 | 2.48 | 2.47 | 2.39 |
| Draw Down(%) | NA | 2.87 | 2.97 | 6.11 | 23.53 | NA | NA | 32.11 | 2.87 | 0.60 | 1.97 | 6.11 | 0.81 | 21.76 | 4.54 | 4.87 | 1.62 | 2.86 | 5.02 | 2.66 | 0.71 | 1.26 | 5.40 | 2.09 | 2.53 | 30.77 | 4.07 | 0.31 | 0.73 | 0.42 | 0.32 | 2.89 | 3.32 | 0.60 | 0.30 |
| Yield(%) | 0.00 | 7.82 | 8.87 | 7.31 | 5.22 | 5.21 | 4.85 | 4.98 | 3.35 | 9.10 | 8.77 | 7.46 | 4.54 | 4.39 | 5.09 | 4.39 | 4.08 | 5.13 | 4.35 | 4.38 | 4.73 | 5.28 | 5.25 | 5.92 | 7.13 | 7.51 | 7.28 | 7.19 | 6.05 | 3.54 | 3.93 | 5.13 | 6.84 | 8.51 | 2.26 |
Data as of 07/25/2025, AR inception is 09/29/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OOSAX (Oppenheimer Senior Floating Rate A) |
-8.47%
Dec 2005 - Dec 2008 |
-3.10%
Dec 2003 - Dec 2008 |
2.12%
Mar 2010 - Mar 2020 |
2.69%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OOSAX (Oppenheimer Senior Floating Rate A) |
18.86%
Mar 2009 - Mar 2012 |
13.85%
Dec 2008 - Dec 2013 |
8.19%
Feb 2009 - Feb 2019 |
6.48%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison Chart