Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| OSINX (Oppenheimer Strat Incm N) | 6.02% | 8.20% | 7.38% | 1.79% | 1.57% | 2.67% | 3.29% | 3.90% |
Data as of 07/10/2025, AR inception is 03/22/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OSINX (Oppenheimer Strat Incm N) | 03/22/2001 | 07/10/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.62 | 8.20 | 7.38 | 1.79 | 1.57 | 2.67 | 3.29 | 3.90 | 6.02 | 2.73 | 8.52 | -11.91 | -3.68 | 3.30 | 10.59 | -5.21 | 4.90 | 6.40 | -2.60 | 2.54 | -1.08 | 13.82 | 0.45 | 15.36 | 21.25 | -16.27 | 8.49 | 7.49 | 3.51 | 8.89 | 19.13 | 4.01 | -4.54 |
| Sharpe Ratio | NA | 1.21 | 0.59 | -0.03 | 0.03 | NA | NA | 0.49 | 1.74 | -0.64 | 0.62 | -1.60 | -0.82 | 0.22 | 2.49 | -1.79 | 1.59 | 1.85 | -0.88 | 0.89 | -0.29 | 4.15 | 0.08 | 3.29 | 3.86 | -2.24 | 1.44 | 1.04 | 0.31 | 1.68 | 4.78 | 0.75 | -2.01 |
| Standard Deviation(%) | NA | 5.82 | 6.86 | 6.36 | 6.63 | NA | NA | 5.49 | 6.18 | 6.02 | 6.90 | 8.33 | 4.55 | 13.93 | 3.68 | 3.65 | 2.69 | 3.34 | 2.99 | 2.84 | 3.89 | 3.35 | 5.19 | 4.64 | 5.48 | 7.65 | 3.84 | 4.08 | 4.27 | 4.73 | 3.85 | 3.88 | 3.96 |
| Draw Down(%) | NA | 4.05 | 9.93 | 22.52 | 25.12 | NA | NA | 25.36 | 3.47 | 4.23 | 5.39 | 19.57 | 6.24 | 25.12 | 2.55 | 6.39 | 1.52 | 3.03 | 5.87 | 3.84 | 7.29 | 2.37 | 7.68 | 4.07 | 8.09 | 25.36 | 2.65 | 4.32 | 3.00 | 4.75 | 4.04 | 4.59 | 7.69 |
| Yield(%) | 0.00 | 4.43 | 4.79 | 3.41 | 3.43 | 4.01 | 4.30 | 4.67 | 1.74 | 5.32 | 5.00 | 2.91 | 2.36 | 2.53 | 4.55 | 4.50 | 4.07 | 3.67 | 3.94 | 4.75 | 4.65 | 5.63 | 5.67 | 6.32 | 6.63 | 5.26 | 6.21 | 4.64 | 6.65 | 6.02 | 5.79 | 5.63 | 0.72 |
Data as of 07/10/2025, AR inception is 03/22/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSINX (Oppenheimer Strat Incm N) |
-5.70%
Oct 2019 - Oct 2022 |
-2.77%
Sep 2017 - Sep 2022 |
-0.23%
Sep 2012 - Sep 2022 |
1.67%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSINX (Oppenheimer Strat Incm N) |
16.28%
Feb 2009 - Feb 2012 |
11.25%
Feb 2009 - Feb 2014 |
7.87%
Oct 2002 - Oct 2012 |
6.08%
Jul 2002 - Jul 2017 |
Annualized Rolling Returns Comparison Chart