Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OPTIX (Oppenheimer Capital Appreciation Cl I) | 10.71% | 24.20% | 24.05% | 12.42% | 16.14% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/29/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OPTIX (Oppenheimer Capital Appreciation Cl I) | 12/29/2011 | 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 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.38 | 24.20 | 24.05 | 12.42 | 16.14 | NA | NA | … | … | 10.71 | 5.32 | 34.44 | 35.92 | -30.88 | 21.95 | 36.80 | 37.11 | -5.59 | 27.01 | -1.74 | 3.55 | 15.62 | 29.82 | 14.25 | -0.31 |
| Sharpe Ratio | NA | 1.26 | 1.01 | 0.44 | 0.67 | NA | NA | … | … | 1.09 | 0.09 | 1.61 | 2.01 | -1.13 | 1.10 | 1.06 | 2.45 | -0.35 | 3.35 | -0.12 | 0.21 | 1.06 | 2.43 | 1.03 | NA |
| Standard Deviation(%) | NA | 18.51 | 21.09 | 22.18 | 21.54 | NA | NA | … | … | 20.83 | 26.59 | 19.18 | 16.20 | 28.74 | 19.86 | 34.25 | 14.52 | 19.73 | 7.90 | 16.29 | 16.91 | 14.73 | 12.25 | 13.94 | 0.00 |
| Draw Down(%) | NA | 16.78 | 26.42 | 35.61 | 35.61 | NA | NA | … | … | 13.58 | 26.42 | 13.70 | 11.22 | 32.64 | 10.55 | 31.00 | 8.27 | 22.32 | 2.73 | 15.43 | 14.73 | 8.75 | 6.90 | 10.11 | 0.31 |
| Yield(%) | 0.00 | 9.20 | 5.82 | 7.14 | 10.90 | 11.97 | 8.98 | … | … | 0.00 | 9.24 | 3.28 | 0.00 | 0.51 | 24.13 | 3.71 | 23.60 | 7.46 | 10.39 | 4.23 | 11.83 | 15.38 | 5.48 | 1.20 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/29/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPTIX (Oppenheimer Capital Appreciation Cl I) |
4.29%
Sep 2020 – Sep 2023 |
6.29%
Mar 2015 – Mar 2020 |
10.81%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPTIX (Oppenheimer Capital Appreciation Cl I) |
31.76%
Dec 2018 – Dec 2021 |
23.09%
Oct 2016 – Oct 2021 |
16.07%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart