Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| OYRDX (Oppenheimer Rising Dividends Y) | 8.65% | 3.37% | 9.34% | 7.50% | 7.42% | 9.90% | 7.53% | 6.48% |
Data as of 07/03/2025, AR inception is 12/10/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OYRDX (Oppenheimer Rising Dividends Y) | 12/10/1997 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.52 | 3.37 | 9.34 | 7.50 | 7.42 | 9.90 | 7.53 | 6.48 | 8.65 | 8.02 | 10.79 | -16.35 | 13.45 | 11.78 | 29.92 | -6.31 | 17.02 | 5.09 | -0.30 | 11.19 | 27.49 | 12.87 | 2.60 | 13.53 | 18.92 | -31.10 | 13.00 | 16.21 | 6.07 | 12.89 | 27.34 | -18.68 | -7.63 | 13.09 | 0.07 | 5.85 | -3.84 |
| Sharpe Ratio | NA | 0.01 | 0.34 | 0.33 | 0.32 | NA | NA | 0.26 | 0.71 | 0.09 | 0.52 | -0.79 | 0.78 | 0.32 | 2.22 | -0.48 | 2.53 | 0.33 | -0.02 | 0.90 | 2.42 | 0.98 | 0.11 | 0.80 | 0.79 | -0.84 | 0.65 | 1.31 | 0.38 | 1.20 | 1.67 | -0.84 | -0.66 | 0.46 | -0.20 | 0.16 | -2.02 |
| Standard Deviation(%) | NA | 20.40 | 17.03 | 17.62 | 18.92 | NA | NA | 18.56 | 21.05 | 15.36 | 12.69 | 22.67 | 17.21 | 36.16 | 12.83 | 16.00 | 6.50 | 14.80 | 15.58 | 12.44 | 11.36 | 13.20 | 23.38 | 16.91 | 23.74 | 38.19 | 15.57 | 9.91 | 10.19 | 9.96 | 15.99 | 23.43 | 15.42 | 19.66 | 15.77 | 16.25 | 26.85 |
| Draw Down(%) | NA | 23.93 | 23.93 | 28.48 | 36.69 | NA | NA | 48.08 | 16.02 | 14.06 | 10.49 | 21.75 | 12.79 | 36.69 | 5.82 | 19.93 | 2.50 | 10.96 | 12.12 | 9.11 | 5.66 | 11.33 | 18.28 | 14.04 | 23.30 | 41.80 | 10.67 | 8.12 | 6.57 | 6.31 | 15.83 | 30.96 | 18.84 | 16.73 | 17.88 | 19.68 | 7.05 |
| Yield(%) | 0.00 | 0.88 | 1.27 | 1.24 | 4.01 | 6.77 | 5.51 | 4.96 | 0.26 | 1.27 | 1.30 | 1.05 | 0.90 | 1.17 | 5.15 | 7.79 | 10.21 | 6.05 | 6.92 | 9.66 | 12.93 | 1.90 | 1.45 | 2.02 | 2.50 | 1.63 | 19.60 | 11.45 | 20.38 | 1.21 | 0.41 | 0.00 | 2.01 | 2.41 | 12.13 | 1.19 | 0.73 |
Data as of 07/03/2025, AR inception is 12/10/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OYRDX (Oppenheimer Rising Dividends Y) |
-9.25%
Feb 2006 - Feb 2009 |
-5.18%
Mar 1998 - Mar 2003 |
0.26%
Feb 1999 - Feb 2009 |
4.37%
Apr 1998 - Apr 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OYRDX (Oppenheimer Rising Dividends Y) |
21.32%
Feb 2009 - Feb 2012 |
18.94%
Feb 2009 - Feb 2014 |
12.89%
Feb 2009 - Feb 2019 |
11.21%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart