Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ORECX (Oppenheimer Real Estate C) | NA | -14.17% | -3.39% | -0.27% | 6.46% | 5.48% | NA | … | … |
Data as of 04/17/2020, Common starting date is 10/15/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ORECX (Oppenheimer Real Estate C) | 10/15/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.95 | -14.17 | -3.39 | -0.27 | 6.46 | 5.48 | NA | … | … | -22.34 | 24.97 | -6.67 | 3.25 | 5.26 | 1.64 | 30.42 | 2.05 | 14.79 | 7.29 | 26.17 | 29.05 | -39.70 | -15.44 | 34.48 | 13.30 | 35.27 | 6.23 |
| Sharpe Ratio | NA | -0.39 | -0.18 | -0.05 | 0.28 | NA | NA | … | … | -0.83 | 1.89 | -0.49 | 0.26 | 0.30 | 0.09 | 2.62 | 0.13 | 1.04 | 0.24 | 0.94 | 0.43 | -0.56 | -0.71 | 2.15 | 0.75 | 2.04 | 3.33 |
| Standard Deviation(%) | NA | 39.47 | 25.38 | 22.24 | 21.60 | NA | NA | … | … | 70.34 | 12.47 | 16.30 | 10.21 | 16.89 | 17.74 | 11.59 | 15.67 | 14.27 | 29.77 | 27.86 | 67.08 | 72.90 | 26.07 | 14.58 | 14.85 | 16.80 | 9.82 |
| Draw Down(%) | NA | 43.38 | 43.38 | 43.38 | 43.38 | NA | NA | … | … | 43.38 | 5.78 | 13.35 | 6.36 | 15.38 | 17.35 | 7.31 | 18.24 | 9.63 | 23.59 | 17.54 | 41.97 | 63.08 | 28.42 | 9.77 | 10.60 | 18.06 | 3.72 |
| Yield(%) | 0.00 | 4.21 | 3.97 | 5.96 | 6.49 | 5.81 | 5.84 | … | … | 0.00 | 5.32 | 3.65 | 4.26 | 11.95 | 8.34 | 6.64 | 0.89 | 1.28 | 0.12 | 0.73 | 1.64 | 1.00 | 4.85 | 7.04 | 4.64 | 3.29 | 2.32 |
Data as of 04/17/2020, Common starting date is 10/15/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORECX (Oppenheimer Real Estate C) |
-25.89%
Mar 2006 – Mar 2009 |
-8.82%
Mar 2004 – Mar 2009 |
2.84%
Jan 2007 – Jan 2017 |
5.36%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ORECX (Oppenheimer Real Estate C) |
41.33%
Mar 2009 – Mar 2012 |
27.25%
Feb 2009 – Feb 2014 |
16.73%
Mar 2009 – Mar 2019 |
8.64%
Apr 2004 – Apr 2019 |
Annualized Rolling Returns Comparison Chart