Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
OSVBX (Oppenheimer Dividendd Opp B) NA 8.60% 6.44% 8.77% 4.55% NA NA
Data as of 06/22/2018, Common starting date is 03/10/2004
More Performance Analytics Comparison
Name Start Date End Date
OSVBX (Oppenheimer Dividendd Opp B) 03/10/2004 06/22/2018
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004
Annualized Return (%) 0.00 8.60 6.44 8.77 4.55 NA NA -0.13 13.47 12.75 -0.50 4.13 22.49 10.73 -11.62 18.28 40.16 -47.40 3.16 19.35 8.18 12.29
Sharpe Ratio NA 0.73 0.47 0.69 0.19 NA NA -0.10 1.87 0.90 -0.04 0.40 2.00 0.76 -0.44 0.85 1.36 -1.01 0.01 1.56 0.58 1.22
Standard Deviation(%) NA 10.44 12.74 11.83 22.45 NA NA 13.81 6.89 13.88 14.70 10.30 11.22 14.09 26.27 21.47 29.53 47.75 16.75 10.33 10.43 11.72
Draw Down(%) NA 9.77 15.43 15.92 52.94 NA NA 9.77 2.98 10.22 11.92 8.39 6.64 14.17 28.14 18.07 25.39 58.02 15.56 9.27 6.66 8.29
Yield(%) 0.00 1.03 1.71 2.01 1.07 1.84 1.38 0.29 1.62 2.48 1.84 2.10 0.27 0.00 0.00 0.00 0.37 0.23 3.01 2.84 3.84 3.75
Data as of 06/22/2018, Common starting date is 03/10/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OSVBX (Oppenheimer Dividendd Opp B) -18.17%
Feb 2006 – Feb 2009
-7.32%
May 2007 – May 2012
1.31%
May 2007 – May 2017
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OSVBX (Oppenheimer Dividendd Opp B) 22.28%
Feb 2009 – Feb 2012
17.56%
Feb 2009 – Feb 2014
5.43%
Aug 2004 – Aug 2014
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return