Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OSVIX (Oppenheimer Dividend Opportunity Fund I) | NA | -9.35% | 1.53% | 3.55% | NA | NA | NA | … | … |
Data as of 04/17/2020, Common starting date is 09/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OSVIX (Oppenheimer Dividend Opportunity Fund I) | 09/02/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.49 | -9.35 | 1.53 | 3.55 | NA | NA | NA | … | … | -16.87 | 18.40 | -11.47 | 14.93 | 14.12 | 0.80 | -2.65 |
| Sharpe Ratio | NA | -0.37 | 0.02 | 0.16 | NA | NA | NA | … | … | -0.94 | 1.58 | -0.91 | 2.09 | 1.00 | 0.05 | -0.62 |
| Standard Deviation(%) | NA | 28.42 | 18.81 | 16.99 | NA | NA | NA | … | … | 50.21 | 10.84 | 14.08 | 6.86 | 13.86 | 14.67 | 12.46 |
| Draw Down(%) | NA | 33.20 | 33.20 | 33.20 | NA | NA | NA | … | … | 33.20 | 5.45 | 20.07 | 2.85 | 10.08 | 11.62 | 8.96 |
| Yield(%) | 0.00 | 5.65 | 4.60 | 4.23 | 2.26 | 1.50 | 1.13 | … | … | 0.57 | 6.39 | 4.43 | 2.98 | 3.70 | 3.02 | 0.70 |
Data as of 04/17/2020, Common starting date is 09/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSVIX (Oppenheimer Dividend Opportunity Fund I) |
-0.49%
Mar 2017 – Mar 2020 |
2.79%
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 |
|---|---|---|---|---|
| OSVIX (Oppenheimer Dividend Opportunity Fund I) |
12.33%
Sep 2015 – Sep 2018 |
8.34%
Dec 2014 – Dec 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart