Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/16/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| OPBYX (Oppenheimer Core bd Fd Cl Y) | 2.93% | -0.18% | 2.84% | 1.33% | -1.76% | 1.04% | 2.80% | 1.97% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OPBYX (Oppenheimer Core bd Fd Cl Y) | 04/29/1998 | 05/16/2025 |
The return data shown below all have the same latest date: 05/16/2025.
AR inception is since 04/29/1998.
AR inception is since 04/29/1998.
| 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 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.18 | 2.84 | 1.33 | -1.76 | 1.04 | 2.80 | 1.97 | 2.93 | -0.18 | 2.46 | 5.77 | -13.92 | -1.16 | 2.87 | 9.87 | -0.85 | 4.60 | 3.00 | 0.77 | 6.61 | 0.58 | 10.21 | 7.92 | 11.61 | 7.45 | -23.11 | 4.81 | 5.28 | 2.49 | 5.30 | 6.36 | 10.48 | 7.30 | 7.16 | -1.38 | 4.42 |
| Sharpe Ratio | NA | -0.64 | -0.45 | -0.71 | -0.13 | NA | NA | 0.24 | -0.63 | -0.74 | 0.21 | -2.06 | -0.33 | 0.37 | 2.42 | -0.82 | 1.39 | 0.89 | 0.20 | 2.42 | 0.15 | 3.93 | 1.96 | 2.68 | 1.00 | -1.24 | 0.49 | 0.60 | 0.11 | 1.04 | 1.28 | 1.90 | 0.83 | 0.68 | -1.04 | 0.78 |
| Standard Deviation(%) | NA | 5.40 | 6.80 | 6.23 | 5.15 | NA | NA | 5.92 | 5.44 | 5.62 | 7.47 | 7.44 | 3.63 | 7.20 | 3.50 | 2.65 | 2.86 | 3.14 | 3.63 | 2.72 | 3.56 | 2.61 | 4.03 | 4.31 | 7.33 | 19.32 | 3.70 | 3.34 | 2.89 | 4.19 | 4.43 | 4.92 | 6.09 | 4.49 | 4.45 | 4.34 |
| Draw Down(%) | NA | 4.48 | 9.91 | 22.76 | 22.76 | NA | NA | 39.69 | 2.99 | 3.86 | 7.95 | 18.17 | 3.02 | 8.09 | 2.13 | 3.05 | 1.33 | 4.11 | 2.74 | 1.16 | 5.54 | 1.04 | 1.76 | 3.13 | 15.90 | 39.69 | 2.30 | 1.93 | 2.45 | 4.33 | 4.64 | 3.10 | 6.66 | 3.30 | 4.28 | 3.69 |
| Yield(%) | 0.00 | 3.20 | 3.67 | 2.66 | 2.94 | 3.73 | 3.42 | 3.93 | 0.00 | 4.70 | 4.49 | 2.76 | 1.99 | 2.32 | 3.63 | 3.39 | 3.07 | 2.71 | 3.39 | 3.68 | 4.84 | 4.45 | 5.12 | 5.82 | 6.94 | 15.87 | 5.25 | 5.10 | 4.46 | 4.53 | 3.92 | 5.99 | 7.78 | 8.55 | 7.05 | 4.55 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPBYX (Oppenheimer Core bd Fd Cl Y) |
-9.30%
Feb 2006 - Feb 2009 |
-4.48%
Feb 2004 - Feb 2009 |
0.70%
Oct 2012 - Oct 2022 |
1.11%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPBYX (Oppenheimer Core bd Fd Cl Y) |
14.43%
Feb 2009 - Feb 2012 |
10.65%
Feb 2009 - Feb 2014 |
6.63%
Mar 2009 - Mar 2019 |
4.51%
Jan 2000 - Jan 2015 |
Annualized Rolling Returns Comparison Chart