Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| OPOCX (Oppenheimer Discovery Fd Cl A) | -1.19% | 9.51% | 14.89% | 8.52% | 10.23% | 13.08% | 10.32% | 9.29% |
Data as of 06/20/2025, AR inception is 01/07/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OPOCX (Oppenheimer Discovery Fd Cl A) | 01/07/1987 | 06/20/2025 |
| 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 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.05 | 9.51 | 14.89 | 8.52 | 10.23 | 13.08 | 10.32 | 9.29 | -1.19 | 15.11 | 17.02 | -31.26 | -5.05 | 34.66 | 36.81 | -4.15 | 29.04 | 4.25 | 1.87 | -2.10 | 46.10 | 16.92 | 1.60 | 27.75 | 27.31 | -38.57 | 25.83 | 4.84 | 1.34 | 3.98 | 38.98 | -24.10 | -11.59 | -13.91 | 51.29 | -2.07 | 10.33 | 14.71 | 25.56 | -15.43 | 14.84 | 16.63 | 64.31 | -18.12 | 25.08 | 19.69 | -4.78 |
| Sharpe Ratio | NA | 0.23 | 0.52 | 0.27 | 0.34 | NA | NA | 0.31 | -0.18 | 0.39 | 0.68 | -0.98 | -0.15 | 0.87 | 1.94 | -0.16 | 2.19 | 0.22 | 0.10 | -0.11 | 2.84 | 0.98 | 0.05 | 1.19 | 1.05 | -1.03 | 1.18 | 0.08 | -0.05 | 0.15 | 1.81 | -1.07 | -0.55 | -0.44 | 2.60 | -0.23 | 0.46 | 0.79 | 1.64 | -1.38 | 0.89 | 0.91 | 3.26 | -1.52 | 1.57 | 1.24 | -0.30 |
| Standard Deviation(%) | NA | 27.40 | 23.61 | 25.55 | 25.79 | NA | NA | 22.79 | 31.80 | 21.81 | 18.81 | 33.26 | 33.81 | 39.26 | 18.25 | 33.71 | 13.05 | 18.77 | 17.80 | 20.05 | 16.22 | 17.44 | 31.42 | 23.25 | 25.84 | 38.09 | 19.37 | 19.15 | 15.80 | 20.02 | 21.15 | 23.54 | 25.57 | 41.17 | 18.50 | 23.44 | 14.91 | 14.07 | 13.27 | 13.37 | 14.28 | 15.44 | 18.48 | 15.31 | 12.37 | 12.08 | 29.92 |
| Draw Down(%) | NA | 28.60 | 28.60 | 43.27 | 43.27 | NA | NA | 64.17 | 26.99 | 14.38 | 16.26 | 37.59 | 29.71 | 36.18 | 11.66 | 29.30 | 5.91 | 20.02 | 14.38 | 20.34 | 5.82 | 11.47 | 26.58 | 17.76 | 20.89 | 48.66 | 10.86 | 19.95 | 12.09 | 24.17 | 12.89 | 34.59 | 30.78 | 44.96 | 17.04 | 39.87 | 20.43 | 16.05 | 10.39 | 19.89 | 13.20 | 22.74 | 8.86 | 24.02 | 14.38 | 7.27 | 34.59 |
| Yield(%) | 0.00 | 7.14 | 3.30 | 8.85 | 9.24 | 13.87 | 11.53 | 19.60 | 0.00 | 8.03 | 0.00 | 0.00 | 19.79 | 14.97 | 8.34 | 15.33 | 14.21 | 4.44 | 6.60 | 8.89 | 9.92 | 8.08 | 5.54 | 0.00 | 0.00 | 0.98 | 1.20 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 19.73 | 6.43 | 2.98 | 2.19 | 8.47 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.85 | 1.67 | 0.92 | 0.44 |
Data as of 06/20/2025, AR inception is 01/07/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPOCX (Oppenheimer Discovery Fd Cl A) |
-25.24%
Feb 2000 - Feb 2003 |
-8.93%
Feb 2000 - Feb 2005 |
-4.07%
Feb 2000 - Feb 2010 |
1.22%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPOCX (Oppenheimer Discovery Fd Cl A) |
33.40%
Oct 1990 - Oct 1993 |
27.54%
Feb 2009 - Feb 2014 |
18.53%
Sep 2011 - Sep 2021 |
15.59%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart