Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OREYX (Oppenheimer Real Estate Y) | NA | -13.21% | -2.37% | 0.77% | 7.58% | 6.64% | NA | … | … |
Data as of 04/17/2020, Common starting date is 10/10/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OREYX (Oppenheimer Real Estate Y) | 10/10/2003 | 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 (%) | -2.77 | -13.21 | -2.37 | 0.77 | 7.58 | 6.64 | NA | … | … | -22.02 | 26.25 | -5.75 | 4.34 | 6.33 | 2.63 | 31.70 | 3.10 | 16.05 | 8.47 | 27.71 | 30.51 | -38.99 | -14.42 | 36.12 | 14.65 | 36.73 | 6.62 |
| Sharpe Ratio | NA | -0.36 | -0.14 | 0.00 | 0.34 | NA | NA | … | … | -0.82 | 1.99 | -0.43 | 0.36 | 0.36 | 0.15 | 2.73 | 0.20 | 1.13 | 0.28 | 0.99 | 0.45 | -0.55 | -0.67 | 2.26 | 0.84 | 2.13 | 3.42 |
| Standard Deviation(%) | NA | 39.47 | 25.38 | 22.24 | 21.61 | NA | NA | … | … | 70.36 | 12.48 | 16.30 | 10.22 | 16.90 | 17.75 | 11.63 | 15.70 | 14.23 | 29.78 | 27.93 | 66.98 | 72.98 | 25.99 | 14.58 | 14.85 | 16.83 | 9.59 |
| Draw Down(%) | NA | 43.33 | 43.33 | 43.33 | 43.33 | NA | NA | … | … | 43.33 | 5.63 | 13.34 | 6.31 | 15.13 | 16.86 | 7.26 | 18.04 | 9.51 | 23.42 | 17.38 | 41.87 | 62.85 | 27.66 | 9.57 | 10.40 | 17.99 | 3.72 |
| Yield(%) | 0.00 | 4.87 | 4.70 | 6.63 | 7.74 | 7.06 | 7.14 | … | … | 0.00 | 6.30 | 4.35 | 5.21 | 12.59 | 9.04 | 7.61 | 1.75 | 2.38 | 1.19 | 1.62 | 2.18 | 1.63 | 5.49 | 8.04 | 5.91 | 4.52 | 2.47 |
Data as of 04/17/2020, Common starting date is 10/10/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OREYX (Oppenheimer Real Estate Y) |
-24.99%
Mar 2006 – Mar 2009 |
-7.74%
Mar 2004 – Mar 2009 |
3.96%
Jan 2007 – Jan 2017 |
6.51%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OREYX (Oppenheimer Real Estate Y) |
42.97%
Mar 2009 – Mar 2012 |
28.66%
Feb 2009 – Feb 2014 |
17.96%
Mar 2009 – Mar 2019 |
9.84%
Apr 2004 – Apr 2019 |
Annualized Rolling Returns Comparison Chart