Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| QSCYX (Oppenheimer Sm- & Mid- Cap Val Fd Cl Y) | NA | -21.14% | -5.53% | -1.08% | 5.30% | NA | NA | 4.51% |
Data as of 04/17/2020, AR inception is 11/01/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QSCYX (Oppenheimer Sm- & Mid- Cap Val Fd Cl Y) | 11/01/2005 | 04/17/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.08 | -21.14 | -5.53 | -1.08 | 5.30 | NA | NA | 4.51 | -27.56 | 28.24 | -17.84 | 13.57 | 20.57 | -6.80 | 10.95 | 38.17 | 9.80 | -7.26 | 20.97 | 45.28 | -49.76 | 9.54 | 18.51 | 6.36 |
| Sharpe Ratio | NA | -0.60 | -0.28 | -0.09 | 0.25 | NA | NA | 0.16 | -1.04 | 1.85 | -1.21 | 1.44 | 1.25 | -0.45 | 0.84 | 2.96 | 0.68 | -0.28 | 1.00 | 1.50 | -1.10 | 0.39 | 1.28 | 2.67 |
| Standard Deviation(%) | NA | 37.38 | 24.16 | 21.10 | 19.67 | NA | NA | 22.70 | 64.91 | 14.54 | 15.91 | 9.03 | 16.19 | 15.31 | 13.08 | 12.87 | 14.49 | 26.05 | 20.80 | 30.14 | 45.98 | 16.69 | 11.91 | 16.29 |
| Draw Down(%) | NA | 45.53 | 45.53 | 45.53 | 45.53 | NA | NA | 65.50 | 45.53 | 9.70 | 26.66 | 4.96 | 13.66 | 15.48 | 11.94 | 5.48 | 13.98 | 27.33 | 17.56 | 24.72 | 62.23 | 12.99 | 10.84 | 4.30 |
| Yield(%) | 0.00 | 13.24 | 9.10 | 6.33 | 5.83 | 5.08 | 3.81 | 5.44 | 0.17 | 15.53 | 8.26 | 6.80 | 0.84 | 0.66 | 0.98 | 1.43 | 0.41 | 0.00 | 0.00 | 0.00 | 0.03 | 9.99 | 6.15 | 5.69 |
Data as of 04/17/2020, AR inception is 11/01/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QSCYX (Oppenheimer Sm- & Mid- Cap Val Fd Cl Y) |
-18.09%
Feb 2006 - Feb 2009 |
-5.60%
May 2007 - May 2012 |
3.88%
Jan 2006 - Jan 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QSCYX (Oppenheimer Sm- & Mid- Cap Val Fd Cl Y) |
25.65%
Feb 2009 - Feb 2012 |
23.22%
Feb 2009 - Feb 2014 |
14.00%
Feb 2009 - Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart