Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OSVYX (Oppenheimer Dividendd Opp Y) | NA | -9.44% | 1.38% | 3.36% | 5.80% | 4.96% | NA | … | … |
Data as of 04/17/2020, Common starting date is 03/09/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OSVYX (Oppenheimer Dividendd Opp Y) | 03/09/2004 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.44 | -9.44 | 1.38 | 3.36 | 5.80 | 4.96 | NA | … | … | -16.87 | 23.17 | -8.65 | 14.72 | 13.89 | 0.53 | 5.23 | 23.89 | 12.21 | -10.50 | 19.90 | 42.13 | -46.83 | 4.39 | 20.96 | 9.42 | 11.21 |
| Sharpe Ratio | NA | -0.37 | 0.01 | 0.15 | 0.31 | NA | NA | … | … | -0.94 | 2.13 | -0.72 | 2.05 | 0.99 | 0.03 | 0.51 | 2.13 | 0.87 | -0.40 | 0.92 | 1.43 | -1.00 | 0.08 | 1.72 | 0.69 | 1.08 |
| Standard Deviation(%) | NA | 28.41 | 18.80 | 16.97 | 17.26 | NA | NA | … | … | 50.19 | 10.20 | 13.76 | 6.91 | 13.82 | 14.64 | 10.30 | 11.23 | 14.05 | 26.30 | 21.52 | 29.37 | 47.74 | 16.75 | 10.33 | 10.52 | 11.87 |
| Draw Down(%) | NA | 33.23 | 33.23 | 33.23 | 33.23 | NA | NA | … | … | 33.23 | 5.45 | 17.48 | 2.85 | 10.13 | 11.68 | 8.28 | 6.58 | 13.90 | 27.74 | 17.82 | 25.12 | 57.57 | 15.22 | 9.12 | 6.53 | 8.22 |
| Yield(%) | 0.00 | 5.47 | 4.42 | 4.03 | 3.79 | 3.64 | 3.04 | … | … | 0.53 | 6.19 | 4.26 | 2.79 | 3.49 | 2.80 | 3.14 | 2.69 | 1.12 | 0.75 | 0.45 | 2.00 | 1.38 | 3.71 | 3.69 | 4.21 | 3.67 |
Data as of 04/17/2020, Common starting date is 03/09/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSVYX (Oppenheimer Dividendd Opp Y) |
-17.16%
Feb 2006 – Feb 2009 |
-6.14%
May 2007 – May 2012 |
2.51%
May 2007 – May 2017 |
4.39%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSVYX (Oppenheimer Dividendd Opp Y) |
23.92%
Feb 2009 – Feb 2012 |
19.08%
Feb 2009 – Feb 2014 |
12.99%
Feb 2009 – Feb 2019 |
6.68%
Jul 2004 – Jul 2019 |
Annualized Rolling Returns Comparison Chart
