Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OSFIX (Oppenheimer Senior Floating Rate Plus I) | NA | 15.60% | -0.29% | 3.11% | 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 |
|---|---|---|
| OSFIX (Oppenheimer Senior Floating Rate Plus I) | 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 (%) | -0.12 | 15.60 | -0.29 | 3.11 | NA | NA | NA | … | … | 2.32 | -5.08 | 2.06 | -3.76 | 4.44 | 13.58 | -2.94 | 1.11 | 2.46 |
| Sharpe Ratio | NA | 5.16 | -0.18 | 0.45 | NA | NA | NA | … | … | 4.55 | -0.51 | 0.20 | -2.20 | 2.05 | 4.90 | -1.22 | 0.45 | 4.92 |
| Standard Deviation(%) | NA | 3.01 | 6.47 | 5.20 | NA | NA | NA | … | … | 1.71 | 10.33 | 3.25 | 2.32 | 1.87 | 2.72 | 2.44 | 2.40 | 1.80 |
| Draw Down(%) | NA | 1.96 | 25.07 | 25.07 | NA | NA | NA | … | … | 0.37 | 23.66 | 5.82 | 6.86 | 1.04 | 3.49 | 6.54 | 3.43 | 0.40 |
| Yield(%) | 0.00 | 5.10 | 4.80 | 5.19 | 3.74 | 2.49 | 1.87 | … | … | 1.05 | 4.56 | 5.81 | 5.08 | 4.87 | 5.68 | 5.70 | 5.81 | 1.74 |
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 |
|---|---|---|---|---|
| OSFIX (Oppenheimer Senior Floating Rate Plus I) |
-4.16%
Mar 2017 – Mar 2020 |
-0.70%
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 |
|---|---|---|---|---|
| OSFIX (Oppenheimer Senior Floating Rate Plus I) |
8.23%
Feb 2016 – Feb 2019 |
4.16%
Oct 2013 – Oct 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart