Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QSCBX (Oppenheimer Small & Mid Cap Value B) | NA | 8.03% | 5.42% | 10.02% | 5.58% | 8.98% | 7.42% | … | … |
Data as of 06/22/2018, Common starting date is 12/19/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QSCBX (Oppenheimer Small & Mid Cap Value B) | 12/19/1995 | 06/22/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.03 | 5.42 | 10.02 | 5.58 | 8.98 | 7.42 | … | … | -1.08 | 12.43 | 19.35 | -7.73 | 9.75 | 36.57 | 8.57 | -8.29 | 19.72 | 43.45 | -50.32 | 8.24 | 17.01 | 10.77 | 27.21 | 44.95 | -11.07 | 11.53 | 15.82 | -1.90 | -10.56 | 23.74 | 18.69 | -3.50 |
| Sharpe Ratio | NA | 0.60 | 0.35 | 0.69 | 0.23 | NA | NA | … | … | -0.22 | 1.31 | 1.18 | -0.51 | 0.74 | 2.84 | 0.59 | -0.32 | 0.95 | 1.44 | -1.11 | 0.31 | 1.15 | 0.65 | 1.95 | 3.09 | -0.59 | 0.50 | 0.50 | -0.43 | -0.95 | 2.09 | 1.92 | -2.30 |
| Standard Deviation(%) | NA | 11.89 | 14.34 | 13.63 | 22.75 | NA | NA | … | … | 15.20 | 9.03 | 16.16 | 15.31 | 13.08 | 12.86 | 14.50 | 26.03 | 20.77 | 30.14 | 45.99 | 16.70 | 11.94 | 13.26 | 13.46 | 14.31 | 20.76 | 18.64 | 23.59 | 11.78 | 14.55 | 9.64 | 7.84 | 32.97 |
| Draw Down(%) | NA | 10.95 | 23.94 | 23.94 | 59.04 | NA | NA | … | … | 10.95 | 5.16 | 13.75 | 15.69 | 12.18 | 5.59 | 14.22 | 27.68 | 17.67 | 24.88 | 62.63 | 13.33 | 11.09 | 9.44 | 9.97 | 12.22 | 29.40 | 20.57 | 19.95 | 15.87 | 34.27 | 7.36 | 11.36 | 5.03 |
| Yield(%) | 0.00 | 7.45 | 2.70 | 2.25 | 1.21 | 5.10 | 4.44 | … | … | 0.00 | 7.60 | 0.02 | 0.00 | 0.09 | 0.00 | 0.00 | 0.00 | 0.08 | 0.00 | 0.03 | 11.21 | 6.77 | 6.57 | 12.53 | 6.82 | 0.00 | 0.41 | 6.15 | 0.01 | 2.74 | 10.59 | 13.87 | 0.19 |
Data as of 06/22/2018, Common starting date is 12/19/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QSCBX (Oppenheimer Small & Mid Cap Value B) |
-19.07%
Feb 2006 – Feb 2009 |
-6.68%
May 2007 – May 2012 |
2.70%
Jan 2006 – Jan 2016 |
4.95%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QSCBX (Oppenheimer Small & Mid Cap Value B) |
31.56%
Feb 2003 – Feb 2006 |
22.80%
Sep 2002 – Sep 2007 |
12.74%
Apr 1997 – Apr 2007 |
10.26%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart