Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OPASX (Oppenheimer Balanced A) | NA | 2.51% | 0.98% | -1.21% | 3.17% | 4.70% | NA | … | … |
Data as of 09/23/2011, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OPASX (Oppenheimer Balanced A) | 06/21/1996 | 09/23/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.51 | 0.98 | -1.21 | 3.17 | 4.70 | NA | … | … | -3.85 | 11.27 | 20.72 | -33.36 | 3.54 | 10.36 | 3.59 | 9.68 | 23.91 | -10.59 | 1.69 | 6.68 | 10.59 | 7.14 | 17.71 | 10.58 |
| Sharpe Ratio | NA | 0.28 | 0.05 | -0.14 | 0.17 | NA | NA | … | … | -0.57 | 1.23 | 1.30 | -1.24 | 0.07 | 1.26 | 0.26 | 1.29 | 2.79 | -0.93 | -0.05 | 0.22 | 0.87 | 0.34 | 1.59 | 2.71 |
| Standard Deviation(%) | NA | 8.71 | 18.69 | 15.64 | 12.61 | NA | NA | … | … | 9.28 | 9.09 | 15.86 | 27.48 | 7.69 | 5.65 | 5.49 | 6.78 | 8.31 | 12.53 | 12.65 | 11.62 | 8.44 | 11.16 | 8.88 | 6.46 |
| Draw Down(%) | NA | 10.02 | 34.31 | 46.98 | 46.98 | NA | NA | … | … | 10.02 | 9.44 | 20.20 | 44.70 | 6.97 | 4.48 | 3.84 | 6.46 | 6.35 | 21.12 | 16.97 | 9.06 | 7.31 | 16.54 | 6.36 | 3.63 |
| Yield(%) | 0.00 | 0.76 | 3.77 | 4.70 | 5.22 | 6.58 | 5.14 | … | … | 0.55 | 1.35 | 0.56 | 8.37 | 6.97 | 8.71 | 7.44 | 5.94 | 1.56 | 2.35 | 5.80 | 8.77 | 11.52 | 11.93 | 13.00 | 7.67 |
Data as of 09/23/2011, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPASX (Oppenheimer Balanced A) |
-12.89%
Feb 2006 – Feb 2009 |
-5.76%
Feb 2004 – Feb 2009 |
0.31%
Feb 1999 – Feb 2009 |
4.88%
Aug 1996 – Aug 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPASX (Oppenheimer Balanced A) |
14.72%
Sep 2002 – Sep 2005 |
11.91%
Sep 2002 – Sep 2007 |
7.89%
Aug 1996 – Aug 2006 |
5.52%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart