Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OYCIX (Oppenhemier Cnsrvtv Invstr Fd Cl Y Shs) | 4.23% | 10.60% | 7.73% | 1.67% | 3.79% | 3.86% | 2.69% | … | … |
Data as of 06/04/2026, Common starting date is 04/07/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OYCIX (Oppenhemier Cnsrvtv Invstr Fd Cl Y Shs) | 04/07/2005 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.32 | 10.60 | 7.73 | 1.67 | 3.79 | 3.86 | 2.69 | … | … | 4.23 | 5.87 | 4.63 | 8.20 | -16.22 | 2.26 | 8.70 | 12.56 | -3.30 | 9.42 | 5.12 | -1.43 | 2.69 | 8.09 | 9.27 | 1.42 | 11.67 | 15.94 | -36.27 | 6.04 | 8.48 | 5.09 |
| Sharpe Ratio | NA | 1.82 | 0.92 | -0.14 | 0.36 | NA | NA | … | … | 1.36 | 0.50 | -0.41 | 0.70 | -2.14 | 0.56 | 0.69 | 3.18 | -0.97 | 3.30 | 1.01 | -0.31 | 0.61 | 0.46 | 2.13 | 0.19 | 1.73 | 1.57 | -2.08 | 0.62 | 1.35 | 1.37 |
| Standard Deviation(%) | NA | 4.65 | 5.15 | 5.83 | 6.18 | NA | NA | … | … | 5.57 | 6.07 | 4.80 | 5.70 | 8.26 | 3.99 | 12.15 | 3.51 | 4.79 | 2.68 | 4.87 | 4.72 | 4.38 | 17.49 | 4.36 | 7.48 | 6.71 | 10.12 | 17.81 | 4.95 | 3.88 | 3.38 |
| Draw Down(%) | NA | 3.46 | 5.70 | 21.06 | 21.06 | NA | NA | … | … | 3.46 | 4.13 | 2.77 | 5.81 | 19.44 | 2.83 | 17.98 | 2.02 | 6.64 | 1.19 | 3.56 | 5.28 | 3.22 | 11.05 | 3.70 | 7.86 | 4.94 | 15.04 | 44.62 | 3.60 | 2.99 | 2.29 |
| Yield(%) | 0.00 | 3.93 | 4.07 | 3.09 | 3.47 | 3.32 | 2.79 | … | … | 0.00 | 4.06 | 4.65 | 3.50 | 1.84 | 3.77 | 2.47 | 7.10 | 2.44 | 2.58 | 2.48 | 2.33 | 2.07 | 2.06 | 2.45 | 3.26 | 3.35 | 1.55 | 4.25 | 4.84 | 3.52 | 1.90 |
Data as of 06/04/2026, Common starting date is 04/07/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OYCIX (Oppenhemier Cnsrvtv Invstr Fd Cl Y Shs) |
-13.57%
Feb 2006 – Feb 2009 |
-2.76%
May 2007 – May 2012 |
0.99%
Nov 2006 – Nov 2016 |
0.78%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OYCIX (Oppenhemier Cnsrvtv Invstr Fd Cl Y Shs) |
15.29%
Feb 2009 – Feb 2012 |
11.60%
Feb 2009 – Feb 2014 |
7.40%
Feb 2009 – Feb 2019 |
5.44%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart