Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
QIVIX (Oppenheimer International Equity Fund I) NA 11.59% 2.49% 2.96% 4.04% NA NA
Data as of 08/03/2023, Common starting date is 04/05/2013
More Performance Analytics Comparison
Name Start Date End Date
QIVIX (Oppenheimer International Equity Fund I) 04/05/2013 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
Annualized Return (%) 0.60 11.59 2.49 2.96 4.04 NA NA 10.84 -17.83 -3.33 18.66 24.27 -17.21 31.62 2.38 -0.55 -9.86 21.38
Sharpe Ratio NA 0.46 0.07 0.09 0.21 NA NA 1.06 -0.93 -0.22 0.65 2.01 -1.39 4.21 0.14 -0.04 -0.91 2.33
Standard Deviation(%) NA 17.14 16.94 18.72 15.78 NA NA 13.96 20.83 15.33 28.10 11.38 13.33 7.39 15.29 13.75 10.89 12.82
Draw Down(%) NA 15.11 33.13 33.13 33.33 NA NA 6.87 30.18 13.62 31.69 7.25 24.56 3.10 8.90 15.16 14.02 9.33
Yield(%) 0.00 1.78 2.48 2.33 2.23 1.63 1.22 0.00 1.44 4.12 0.99 2.97 1.42 0.50 2.57 1.08 2.21 2.54
Data as of 08/03/2023, Common starting date is 04/05/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
QIVIX (Oppenheimer International Equity Fund I) -2.82%
Dec 2013 – Dec 2016
-1.99%
Sep 2017 – Sep 2022
4.30%
Jul 2013 – Jul 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
QIVIX (Oppenheimer International Equity Fund I) 13.78%
Dec 2018 – Dec 2021
11.82%
Feb 2016 – Feb 2021
5.15%
Jun 2013 – Jun 2023
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return