Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OUSYX (Oppenheimer Limited-Term Bond Fund Y) | NA | 1.87% | 2.31% | 2.00% | 2.96% | 3.75% | 4.61% | … | … |
Data as of 05/15/2020, Common starting date is 05/28/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OUSYX (Oppenheimer Limited-Term Bond Fund Y) | 05/28/1998 | 05/15/2020 |
| 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 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.22 | 1.87 | 2.31 | 2.00 | 2.96 | 3.75 | 4.61 | … | … | -1.26 | 6.09 | 1.00 | 2.44 | 2.32 | 0.83 | 1.39 | 1.61 | 4.26 | 7.72 | 8.15 | 12.27 | -2.00 | 6.82 | 4.58 | 2.42 | 4.86 | 2.29 | 11.02 | 7.18 | 10.74 | -0.21 | 3.19 |
| Sharpe Ratio | NA | 0.21 | 0.43 | 0.53 | 1.01 | NA | NA | … | … | -0.60 | 2.37 | -0.23 | 1.45 | 1.29 | 0.52 | 0.98 | 0.84 | 1.58 | 2.09 | 2.07 | 1.62 | -0.31 | 0.99 | 0.36 | 0.08 | 0.96 | 0.38 | 2.29 | 0.91 | 1.76 | -0.82 | 0.56 |
| Standard Deviation(%) | NA | 4.20 | 2.72 | 2.33 | 2.54 | NA | NA | … | … | 6.39 | 1.97 | 1.45 | 1.25 | 1.64 | 1.55 | 1.41 | 1.88 | 2.68 | 3.68 | 3.90 | 7.52 | 9.31 | 3.84 | 3.61 | 3.17 | 4.08 | 4.18 | 4.34 | 5.45 | 3.81 | 4.18 | 3.93 |
| Draw Down(%) | NA | 8.86 | 8.86 | 8.86 | 8.86 | NA | NA | … | … | 8.86 | 0.65 | 0.69 | 0.44 | 0.98 | 0.91 | 0.86 | 2.03 | 1.34 | 2.00 | 3.15 | 3.00 | 15.07 | 2.34 | 1.86 | 2.52 | 4.03 | 4.03 | 2.19 | 4.64 | 2.20 | 3.17 | 3.05 |
| Yield(%) | 0.00 | 2.97 | 2.92 | 1.42 | 2.72 | 3.65 | 4.41 | … | … | 0.93 | 3.10 | 2.96 | 2.64 | 2.31 | 2.20 | 2.87 | 3.55 | 4.85 | 4.80 | 4.31 | 10.25 | 5.12 | 4.92 | 4.96 | 4.65 | 5.88 | 3.59 | 5.57 | 5.81 | 6.84 | 6.29 | 2.95 |
Data as of 05/15/2020, Common starting date is 05/28/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OUSYX (Oppenheimer Limited-Term Bond Fund Y) |
1.28%
Dec 2012 – Dec 2015 |
1.55%
Apr 2013 – Apr 2018 |
2.95%
Mar 2010 – Mar 2020 |
3.70%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OUSYX (Oppenheimer Limited-Term Bond Fund Y) |
11.02%
Nov 2008 – Nov 2011 |
7.69%
Nov 2008 – Nov 2013 |
6.24%
Aug 2000 – Aug 2010 |
5.56%
Aug 1999 – Aug 2014 |
Annualized Rolling Returns Comparison Chart