Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OPEBX (Oppenheimer Equity Income Fund Cl B) | NA | 1.26% | 2.71% | 3.96% | 3.33% | 4.12% | 3.47% | … | … |
Data as of 06/22/2018, Common starting date is 09/22/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OPEBX (Oppenheimer Equity Income Fund Cl B) | 09/22/1993 | 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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.26 | 2.71 | 3.96 | 3.33 | 4.12 | 3.47 | … | … | -1.28 | 6.12 | 6.51 | -1.60 | 4.04 | 8.04 | 10.10 | 3.11 | 10.64 | 16.89 | -26.56 | -2.73 | 14.18 | 1.97 | 9.32 | 32.33 | -16.90 | -0.87 | 15.97 | -7.09 | 9.47 | 28.68 | 19.02 | 24.20 | -4.94 | -0.68 |
| Sharpe Ratio | NA | 0.08 | 0.55 | 0.92 | 0.35 | NA | NA | … | … | -0.77 | 2.15 | 1.48 | -0.36 | 1.17 | 2.19 | 2.18 | 0.49 | 1.97 | 1.42 | -1.21 | -0.73 | 1.84 | -0.03 | 1.30 | 4.04 | -1.10 | -0.23 | 0.85 | -0.95 | 0.50 | 2.10 | 1.75 | 3.39 | -1.17 | -0.82 |
| Standard Deviation(%) | NA | 3.90 | 4.11 | 3.87 | 8.92 | NA | NA | … | … | 4.99 | 2.57 | 4.24 | 4.51 | 3.43 | 3.66 | 4.65 | 6.33 | 5.36 | 11.85 | 22.71 | 7.94 | 5.93 | 6.39 | 6.44 | 7.84 | 16.40 | 14.14 | 14.12 | 10.87 | 12.32 | 11.91 | 8.80 | 6.00 | 6.76 | 5.47 |
| Draw Down(%) | NA | 4.38 | 5.82 | 6.67 | 38.44 | NA | NA | … | … | 4.38 | 1.21 | 2.93 | 4.50 | 3.04 | 3.45 | 2.37 | 6.16 | 4.88 | 20.09 | 41.12 | 9.90 | 3.49 | 5.47 | 6.96 | 6.19 | 28.41 | 18.53 | 7.92 | 13.86 | 14.25 | 8.89 | 4.72 | 3.98 | 8.18 | 2.91 |
| Yield(%) | 0.00 | 1.66 | 1.75 | 2.13 | 2.95 | 4.18 | 3.91 | … | … | 0.31 | 1.82 | 2.02 | 2.08 | 2.46 | 2.36 | 3.23 | 3.09 | 3.47 | 0.33 | 12.60 | 10.96 | 2.70 | 7.17 | 6.54 | 4.36 | 3.34 | 5.75 | 7.71 | 10.17 | 10.69 | 9.79 | 7.23 | 4.41 | 4.10 | 2.15 |
Data as of 06/22/2018, Common starting date is 09/22/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPEBX (Oppenheimer Equity Income Fund Cl B) |
-10.70%
Feb 2006 – Feb 2009 |
-4.77%
Feb 2004 – Feb 2009 |
-0.36%
Feb 1999 – Feb 2009 |
2.93%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPEBX (Oppenheimer Equity Income Fund Cl B) |
24.10%
Mar 1995 – Mar 1998 |
16.30%
Jun 1994 – Jun 1999 |
10.33%
Dec 1994 – Dec 2004 |
6.58%
Dec 1994 – Dec 2009 |
Annualized Rolling Returns Comparison Chart