Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| QVSCX (Oppenheimer Small & Mid Cap Value A) | NA | -21.32% | -5.76% | -1.32% | 5.03% | 4.62% | 7.25% | 7.39% |
Data as of 04/17/2020, AR inception is 12/27/1989
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QVSCX (Oppenheimer Small & Mid Cap Value A) | 12/27/1989 | 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.05 | -21.32 | -5.76 | -1.32 | 5.03 | 4.62 | 7.25 | 7.39 | -27.61 | 27.93 | -18.04 | 13.29 | 20.27 | -7.02 | 10.57 | 37.77 | 9.48 | -7.52 | 20.76 | 44.61 | -49.93 | 9.13 | 17.98 | 11.73 | 28.30 | 46.06 | -10.23 | 12.20 | 16.44 | -1.40 | -10.08 | 24.32 | 19.29 | 6.20 | -2.87 | 9.14 | 12.49 | 42.81 | -12.99 | 0.19 |
| Sharpe Ratio | NA | -0.60 | -0.29 | -0.10 | 0.23 | NA | NA | 0.29 | -1.04 | 1.82 | -1.22 | 1.41 | 1.23 | -0.46 | 0.81 | 2.93 | 0.66 | -0.29 | 1.00 | 1.48 | -1.10 | 0.37 | 1.24 | 0.72 | 2.03 | 3.17 | -0.54 | 0.54 | 0.53 | -0.39 | -0.92 | 2.14 | 2.05 | 0.29 | -0.68 | 0.63 | 0.88 | 3.22 | -1.56 | 1.58 |
| Standard Deviation(%) | NA | 37.38 | 24.17 | 21.11 | 19.67 | NA | NA | 18.59 | 64.90 | 14.55 | 15.94 | 9.04 | 16.18 | 15.31 | 13.06 | 12.86 | 14.51 | 26.05 | 20.76 | 30.14 | 45.97 | 16.69 | 11.92 | 13.27 | 13.47 | 14.32 | 20.79 | 18.65 | 23.58 | 11.77 | 14.56 | 9.66 | 7.65 | 8.13 | 8.57 | 11.16 | 11.38 | 12.09 | 11.69 | 14.13 |
| Draw Down(%) | NA | 45.56 | 45.56 | 45.56 | 45.56 | NA | NA | 65.67 | 45.56 | 9.72 | 26.84 | 5.02 | 13.68 | 15.53 | 12.00 | 5.49 | 14.04 | 27.42 | 17.47 | 24.78 | 62.37 | 13.05 | 10.92 | 9.31 | 9.85 | 12.09 | 28.91 | 20.38 | 19.83 | 15.75 | 34.08 | 7.26 | 11.30 | 6.59 | 10.27 | 12.15 | 9.24 | 10.62 | 23.26 | 0.53 |
| Yield(%) | 0.00 | 13.38 | 9.09 | 6.23 | 5.59 | 5.38 | 8.32 | 10.39 | 0.12 | 15.69 | 8.25 | 6.70 | 0.59 | 0.43 | 0.69 | 0.87 | 0.10 | 0.00 | 0.20 | 0.00 | 0.03 | 10.05 | 6.15 | 6.06 | 11.75 | 6.47 | 0.36 | 0.39 | 5.94 | 0.01 | 2.68 | 10.43 | 13.75 | 0.71 | 0.00 | 0.00 | 0.00 | 0.00 | 0.76 | 0.73 |
Data as of 04/17/2020, AR inception is 12/27/1989
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QVSCX (Oppenheimer Small & Mid Cap Value A) |
-18.42%
Feb 2006 - Feb 2009 |
-5.89%
May 2007 - May 2012 |
3.54%
Jan 2006 - Jan 2016 |
3.63%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QVSCX (Oppenheimer Small & Mid Cap Value A) |
32.66%
Feb 2003 - Feb 2006 |
23.80%
Sep 2002 - Sep 2007 |
13.69%
Feb 2009 - Feb 2019 |
12.89%
Sep 1990 - Sep 2005 |
Annualized Rolling Returns Comparison Chart