Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
OOSBX (Oppenheimer Senior Floating Rate B) NA 4.14% 3.77% 3.29% 4.38% 4.29% NA
Data as of 06/22/2018, Common starting date is 09/29/1999
More Performance Analytics Comparison
Name Start Date End Date
OOSBX (Oppenheimer Senior Floating Rate B) 09/29/1999 06/22/2018
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999
Annualized Return (%) 0.00 4.14 3.77 3.29 4.38 4.29 NA 1.52 2.35 12.18 -2.67 0.06 6.13 7.89 1.72 12.14 42.67 -29.89 0.89 6.52 5.09 6.66 10.65 1.51 -0.40 7.10 2.33
Sharpe Ratio NA 1.91 1.61 1.55 1.33 NA NA 1.26 1.02 4.95 -1.49 0.02 4.02 4.24 0.57 5.39 9.65 -4.91 -0.86 1.57 1.71 3.66 6.30 0.18 -1.16 1.32 2.49
Standard Deviation(%) NA 1.67 2.05 1.92 3.15 NA NA 1.63 1.70 2.41 1.81 1.85 1.52 1.87 2.99 2.24 4.41 6.25 2.48 2.06 1.71 1.56 1.58 2.25 2.39 2.31 2.38
Draw Down(%) NA 0.74 7.20 7.49 28.75 NA NA 0.73 1.63 2.90 5.25 2.86 0.71 1.43 5.60 2.14 2.58 31.17 4.00 0.42 0.82 0.53 0.32 3.24 3.46 0.50 0.30
Yield(%) 0.00 3.59 3.88 3.87 4.41 4.65 4.35 1.39 3.58 4.64 3.86 3.89 4.45 4.65 4.61 5.32 6.44 6.96 6.70 6.65 5.48 4.72 4.71 4.73 6.40 8.05 2.11
Data as of 06/22/2018, Common starting date is 09/29/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OOSBX (Oppenheimer Senior Floating Rate B) -9.01%
Dec 2005 – Dec 2008
-3.32%
Dec 2003 – Dec 2008
2.82%
Feb 2006 – Feb 2016
3.45%
Feb 2001 – Feb 2016
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OOSBX (Oppenheimer Senior Floating Rate B) 18.15%
Mar 2009 – Mar 2012
13.26%
Dec 2008 – Dec 2013
5.20%
Oct 2002 – Oct 2012
4.63%
Oct 2002 – Oct 2017
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return