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
QSCIX (Oppenheimer Small-& Mid-Cap Value Fd) NA -21.00% -5.37% -0.95% NA NA NA
Data as of 04/17/2020, Common starting date is 02/29/2012
More Performance Analytics Comparison
Name Start Date End Date
QSCIX (Oppenheimer Small-& Mid-Cap Value Fd) 02/29/2012 04/17/2020
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2020 2019 2018 2017 2016 2015 2014 2013 2012
Annualized Return (%) 1.06 -21.00 -5.37 -0.95 NA NA NA -27.52 28.46 -17.71 13.78 20.53 -6.63 11.02 38.49 1.01
Sharpe Ratio NA -0.59 -0.27 -0.08 NA NA NA -1.04 1.86 -1.20 1.46 1.25 -0.44 0.84 2.99 0.08
Standard Deviation(%) NA 37.38 24.17 21.11 NA NA NA 64.93 14.54 15.91 9.05 16.17 15.31 13.07 12.88 15.30
Draw Down(%) NA 45.52 45.52 45.52 NA NA NA 45.52 9.70 26.55 4.93 13.62 15.44 11.90 5.44 13.95
Yield(%) 0.00 13.51 9.34 6.51 5.45 3.63 2.72 0.20 15.86 8.50 7.03 0.79 0.86 1.10 2.03 0.00
Data as of 04/17/2020, Common starting date is 02/29/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
QSCIX (Oppenheimer Small-& Mid-Cap Value Fd) -8.49%
Mar 2017 – Mar 2020
-2.76%
Mar 2015 – Mar 2020
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
QSCIX (Oppenheimer Small-& Mid-Cap Value Fd) 20.80%
May 2012 – May 2015
14.93%
Jul 2012 – Jul 2017
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return