Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| QOPYX (Oppenheimer Flexible Strategies Fd Y) | -4.12% | -3.66% | -0.78% | -0.50% | 0.19% | 1.80% | 2.03% | 2.69% |
Data as of 07/18/2025, AR inception is 12/10/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QOPYX (Oppenheimer Flexible Strategies Fd Y) | 12/10/1997 | 07/18/2025 |
| 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 (%) | -0.37 | -3.66 | -0.78 | -0.50 | 0.19 | 1.80 | 2.03 | 2.69 | -4.12 | 5.18 | 0.14 | -9.25 | 2.69 | 1.73 | 6.80 | -1.84 | 1.52 | 1.51 | 2.20 | 4.77 | 9.22 | 4.17 | -6.04 | 8.36 | 16.57 | -20.14 | 12.34 | 11.45 | 2.01 | 9.55 | 22.14 | -17.32 | -4.26 | 10.30 | 9.53 | 8.19 | -3.16 |
| Sharpe Ratio | NA | -1.32 | -0.88 | -0.59 | -0.29 | NA | NA | 0.12 | -1.72 | -0.46 | -0.95 | -1.96 | 0.97 | 0.24 | 1.83 | -0.71 | 0.35 | 0.43 | 0.54 | 1.21 | 2.79 | 1.39 | -0.62 | 0.90 | 1.44 | -1.04 | 1.02 | 1.26 | -0.02 | 0.82 | 1.87 | -1.14 | -0.56 | 0.46 | 0.45 | 0.28 | -2.24 |
| Standard Deviation(%) | NA | 5.19 | 4.72 | 4.33 | 4.21 | NA | NA | 9.48 | 6.15 | 3.08 | 4.37 | 5.44 | 2.76 | 6.15 | 2.95 | 4.48 | 2.54 | 3.01 | 4.07 | 3.93 | 3.29 | 2.99 | 9.78 | 9.17 | 11.48 | 20.14 | 9.18 | 6.54 | 6.88 | 10.50 | 11.47 | 16.20 | 11.98 | 13.61 | 13.89 | 17.70 | 21.21 |
| Draw Down(%) | NA | 6.49 | 6.49 | 10.50 | 10.50 | NA | NA | 30.27 | 6.39 | 2.19 | 3.87 | 9.40 | 2.18 | 9.67 | 1.80 | 6.54 | 1.81 | 1.91 | 2.54 | 3.37 | 1.87 | 2.07 | 12.03 | 9.36 | 8.92 | 29.36 | 6.22 | 5.78 | 4.40 | 7.41 | 10.70 | 24.92 | 15.42 | 12.31 | 8.57 | 19.93 | 6.03 |
| Yield(%) | 0.00 | 1.55 | 0.87 | 1.55 | 1.48 | 1.98 | 3.05 | 3.52 | 0.00 | 1.62 | 1.10 | 0.00 | 3.06 | 2.11 | 2.31 | 1.92 | 1.81 | 0.55 | 0.90 | 2.11 | 0.00 | 0.00 | 7.96 | 2.14 | 0.00 | 3.03 | 19.09 | 5.75 | 14.04 | 7.31 | 0.44 | 1.07 | 1.32 | 11.89 | 14.10 | 6.49 | 0.86 |
Data as of 07/18/2025, 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 |
|---|---|---|---|---|
| QOPYX (Oppenheimer Flexible Strategies Fd Y) |
-4.95%
Mar 2000 - Mar 2003 |
-1.89%
Mar 1998 - Mar 2003 |
0.47%
Jun 2015 - Jun 2025 |
0.95%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QOPYX (Oppenheimer Flexible Strategies Fd Y) |
13.04%
Mar 2003 - Mar 2006 |
12.16%
Feb 2003 - Feb 2008 |
6.70%
Aug 1998 - Aug 2008 |
5.12%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart