Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OSFCX (Oppenheimer Senior Floating Rate Plus C) | NA | 14.16% | -1.42% | 1.88% | NA | NA | NA | … | … |
Data as of 04/23/2021, Common starting date is 09/18/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OSFCX (Oppenheimer Senior Floating Rate Plus C) | 09/18/2013 | 04/23/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.25 | 14.16 | -1.42 | 1.88 | NA | NA | NA | … | … | 1.89 | -5.90 | 1.38 | -4.44 | 3.03 | 12.17 | -4.19 | 0.08 | 2.12 |
| Sharpe Ratio | NA | 4.80 | -0.36 | 0.22 | NA | NA | NA | … | … | 4.12 | -0.60 | -0.01 | -2.63 | 1.47 | 4.79 | -1.96 | 0.03 | 5.27 |
| Standard Deviation(%) | NA | 2.94 | 6.38 | 5.10 | NA | NA | NA | … | … | 1.53 | 10.26 | 3.22 | 2.19 | 1.64 | 2.49 | 2.15 | 2.20 | 1.44 |
| Draw Down(%) | NA | 1.97 | 25.57 | 25.57 | NA | NA | NA | … | … | 0.25 | 23.67 | 6.02 | 6.89 | 1.04 | 3.59 | 7.22 | 3.82 | 0.40 |
| Yield(%) | 0.00 | 3.88 | 3.76 | 4.03 | 2.94 | 1.96 | 1.47 | … | … | 0.75 | 3.53 | 4.66 | 3.92 | 3.72 | 4.49 | 4.54 | 4.69 | 1.41 |
Data as of 04/23/2021, Common starting date is 09/18/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSFCX (Oppenheimer Senior Floating Rate Plus C) |
-5.25%
Mar 2017 – Mar 2020 |
-1.88%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSFCX (Oppenheimer Senior Floating Rate Plus C) |
6.89%
Feb 2016 – Feb 2019 |
2.89%
Oct 2013 – Oct 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart