Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OREAX (Oppenheimer Real Estate A) | NA | -13.43% | -2.70% | 0.46% | 7.26% | 6.28% | NA | … | … |
Data as of 04/17/2020, Common starting date is 12/26/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OREAX (Oppenheimer Real Estate A) | 12/26/2002 | 04/17/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.81 | -13.43 | -2.70 | 0.46 | 7.26 | 6.28 | NA | … | … | -22.11 | 25.92 | -5.96 | 3.81 | 6.07 | 2.39 | 31.40 | 2.84 | 15.65 | 8.12 | 27.28 | 29.97 | -39.27 | -14.78 | 35.52 | 14.14 | 36.31 | 39.73 | -0.63 |
| Sharpe Ratio | NA | -0.37 | -0.15 | -0.01 | 0.32 | NA | NA | … | … | -0.82 | 1.96 | -0.45 | 0.31 | 0.35 | 0.13 | 2.70 | 0.18 | 1.10 | 0.27 | 0.98 | 0.45 | -0.55 | -0.68 | 2.22 | 0.81 | 2.10 | 3.42 | -2.59 |
| Standard Deviation(%) | NA | 39.49 | 25.39 | 22.25 | 21.61 | NA | NA | … | … | 70.38 | 12.48 | 16.30 | 10.22 | 16.89 | 17.77 | 11.61 | 15.67 | 14.24 | 29.78 | 27.85 | 67.02 | 72.94 | 26.06 | 14.58 | 14.84 | 16.84 | 11.40 | 16.14 |
| Draw Down(%) | NA | 43.33 | 43.33 | 43.33 | 43.33 | NA | NA | … | … | 43.33 | 5.66 | 13.33 | 6.30 | 15.18 | 16.98 | 7.28 | 18.06 | 9.54 | 23.46 | 17.43 | 41.88 | 62.95 | 27.93 | 9.63 | 10.49 | 18.05 | 6.43 | 1.34 |
| Yield(%) | 0.00 | 4.71 | 4.44 | 6.42 | 7.38 | 6.66 | 8.69 | … | … | 0.00 | 6.07 | 4.16 | 4.74 | 12.46 | 8.88 | 7.39 | 1.53 | 2.04 | 0.81 | 1.38 | 1.99 | 1.39 | 5.15 | 7.64 | 5.49 | 4.18 | 3.12 | 1.75 |
Data as of 04/17/2020, Common starting date is 12/26/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OREAX (Oppenheimer Real Estate A) |
-25.32%
Mar 2006 – Mar 2009 |
-8.13%
Mar 2004 – Mar 2009 |
3.62%
Jan 2007 – Jan 2017 |
6.14%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OREAX (Oppenheimer Real Estate A) |
42.42%
Mar 2009 – Mar 2012 |
28.24%
Feb 2009 – Feb 2014 |
17.60%
Mar 2009 – Mar 2019 |
10.98%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart