Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OOSIX (Oppenheimer Senior Floating Rate Fd I) | -0.17% | 3.15% | 7.12% | 5.97% | 4.30% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/31/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OOSIX (Oppenheimer Senior Floating Rate Fd I) | 10/31/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.16 | 3.15 | 7.12 | 5.97 | 4.30 | NA | NA | … | … | -0.17 | 4.83 | 8.88 | 11.93 | 0.05 | 9.18 | -4.14 | 2.72 | -0.66 | 4.23 | 12.61 | -1.76 | 0.84 | 7.24 | 1.18 |
| Sharpe Ratio | NA | 0.41 | 1.27 | 0.97 | 0.65 | NA | NA | … | … | -1.09 | 0.60 | 1.64 | 2.37 | -0.28 | 4.18 | -0.47 | 0.45 | -0.91 | 2.02 | 5.05 | -0.92 | 0.41 | 4.10 | 4.11 |
| Standard Deviation(%) | NA | 2.93 | 3.27 | 3.59 | 4.16 | NA | NA | … | … | 2.68 | 3.25 | 3.20 | 3.52 | 4.94 | 2.19 | 9.37 | 2.78 | 2.26 | 1.78 | 2.46 | 1.95 | 1.99 | 1.76 | 1.80 |
| Draw Down(%) | NA | 1.44 | 2.79 | 5.90 | 23.23 | NA | NA | … | … | 1.44 | 2.79 | 0.60 | 1.97 | 5.90 | 0.80 | 21.65 | 4.25 | 4.83 | 0.73 | 2.84 | 4.76 | 2.47 | 0.72 | 0.36 |
| Yield(%) | 0.00 | 6.49 | 8.39 | 7.55 | 5.74 | 4.80 | 3.60 | … | … | 2.47 | 7.48 | 9.34 | 9.09 | 7.79 | 4.87 | 4.72 | 5.48 | 4.76 | 4.39 | 5.01 | 4.67 | 4.67 | 5.51 | 0.93 |
Data as of 06/04/2026, Common starting date is 10/31/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OOSIX (Oppenheimer Senior Floating Rate Fd I) |
-4.04%
Mar 2017 – Mar 2020 |
-0.51%
Mar 2015 – Mar 2020 |
2.85%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OOSIX (Oppenheimer Senior Floating Rate Fd I) |
9.23%
Jun 2022 – Jun 2025 |
8.69%
Mar 2020 – Mar 2025 |
4.96%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
