Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QIVAX (Oppenheimer International Value A) | NA | 10.80% | 1.95% | 2.32% | 3.49% | 3.96% | 5.11% | … | … |
Data as of 08/03/2023, Common starting date is 12/27/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QIVAX (Oppenheimer International Value A) | 12/27/1990 | 08/03/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.60 | 10.80 | 1.95 | 2.32 | 3.49 | 3.96 | 5.11 | … | … | 10.86 | -18.62 | -3.27 | 18.12 | 21.69 | -17.59 | 31.09 | 1.90 | -0.96 | -10.26 | 30.29 | 22.95 | -22.94 | 13.51 | 48.81 | -47.81 | -0.08 | 25.38 | 13.52 | 14.10 | 35.21 | -17.71 | -14.06 | 2.21 | 24.99 | 12.31 | 14.61 | 16.29 | 11.18 | -5.53 | 20.24 | -4.85 | 15.84 | 0.84 |
| Sharpe Ratio | NA | 0.42 | 0.04 | 0.06 | 0.17 | NA | NA | … | … | 1.07 | -0.97 | -0.22 | 0.63 | 1.88 | -1.43 | 4.16 | 0.11 | -0.07 | -0.94 | 2.51 | 1.50 | -0.91 | 0.68 | 1.88 | -1.28 | -0.19 | 1.71 | 1.19 | 1.01 | 2.57 | -1.04 | -1.25 | -0.14 | 1.79 | 0.52 | 1.03 | 1.93 | 0.72 | -0.77 | 2.04 | -0.66 | 0.85 | 35.75 |
| Standard Deviation(%) | NA | 17.04 | 16.88 | 18.68 | 15.75 | NA | NA | … | … | 13.87 | 20.77 | 15.12 | 28.09 | 10.76 | 13.26 | 7.36 | 15.28 | 13.74 | 10.88 | 12.06 | 15.42 | 25.29 | 19.66 | 25.84 | 37.94 | 16.46 | 12.94 | 9.51 | 12.98 | 13.45 | 18.13 | 13.31 | 12.78 | 12.16 | 17.35 | 10.68 | 6.59 | 10.22 | 11.06 | 8.89 | 10.84 | 14.09 | 5.09 |
| Draw Down(%) | NA | 15.15 | 33.50 | 33.50 | 34.36 | NA | NA | … | … | 6.86 | 30.39 | 13.39 | 31.72 | 7.26 | 24.83 | 3.10 | 9.02 | 15.35 | 14.31 | 9.36 | 14.54 | 31.25 | 16.55 | 28.12 | 57.46 | 14.54 | 13.84 | 7.59 | 12.32 | 13.56 | 27.68 | 22.13 | 12.29 | 6.85 | 24.28 | 8.87 | 5.07 | 8.45 | 14.06 | 5.50 | 9.13 | 12.29 | 0.00 |
| Yield(%) | 0.00 | 1.21 | 1.97 | 1.73 | 1.64 | 1.92 | 3.62 | … | … | 0.00 | 0.98 | 3.65 | 0.54 | 1.79 | 1.00 | 0.01 | 2.07 | 0.60 | 1.75 | 2.13 | 1.34 | 0.80 | 2.54 | 5.60 | 1.72 | 5.26 | 6.92 | 15.05 | 0.17 | 0.00 | 0.00 | 0.00 | 8.48 | 23.82 | 6.77 | 4.90 | 3.88 | 1.01 | 0.00 | 0.24 | 0.76 | 0.08 | 1.12 |
Data as of 08/03/2023, Common starting date is 12/27/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QIVAX (Oppenheimer International Value A) |
-20.67%
Feb 2006 – Feb 2009 |
-9.63%
May 2007 – May 2012 |
-1.72%
Feb 1999 – Feb 2009 |
0.05%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QIVAX (Oppenheimer International Value A) |
25.87%
Mar 2003 – Mar 2006 |
20.45%
Sep 2002 – Sep 2007 |
10.64%
Feb 2009 – Feb 2019 |
9.65%
Oct 1992 – Oct 2007 |
Annualized Rolling Returns Comparison Chart