Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RCVAX (Oppenheimer Conv Sec;A) | NA | -7.22% | -2.76% | 0.84% | 2.63% | NA | NA | 4.67% |
Data as of 09/11/2009, AR inception is 06/28/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RCVAX (Oppenheimer Conv Sec;A) | 06/28/1996 | 09/11/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -7.22 | -2.76 | 0.84 | 2.63 | NA | NA | 4.67 | 17.91 | -30.53 | 6.18 | 9.56 | 2.15 | 7.49 | 23.90 | -6.67 | -3.21 | -4.60 | 23.53 | 4.19 | 18.97 | 5.88 |
| Sharpe Ratio | NA | -0.33 | -0.29 | -0.09 | 0.05 | NA | NA | -0.08 | 1.97 | -1.49 | 0.33 | 0.92 | 0.00 | 0.90 | 3.40 | -0.75 | -0.43 | -0.50 | 2.42 | 0.10 | -6.25 | 1.52 |
| Standard Deviation(%) | NA | 22.03 | 15.23 | 12.72 | 12.31 | NA | NA | 11.17 | 13.55 | 21.10 | 9.68 | 6.84 | 7.11 | 7.29 | 6.83 | 10.39 | 13.02 | 17.39 | 8.38 | 8.58 | 5.78 | 5.55 |
| Draw Down(%) | NA | 30.95 | 42.21 | 42.21 | 42.21 | NA | NA | 42.21 | 9.46 | 39.15 | 7.44 | 5.83 | 8.16 | 7.15 | 3.38 | 17.52 | 16.99 | 15.66 | 5.52 | 18.13 | 4.50 | 4.49 |
| Yield(%) | 0.00 | 4.22 | 3.15 | 3.75 | 5.04 | 5.42 | 4.06 | 6.25 | 1.47 | 3.29 | 3.34 | 2.34 | 4.98 | 4.57 | 4.88 | 4.85 | 4.67 | 10.98 | 12.41 | 7.16 | 11.13 | 5.18 |
Data as of 09/11/2009, AR inception is 06/28/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCVAX (Oppenheimer Conv Sec;A) |
-8.40%
Feb 2006 - Feb 2009 |
-3.57%
Feb 2004 - Feb 2009 |
1.26%
Jan 1999 - Jan 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCVAX (Oppenheimer Conv Sec;A) |
16.68%
Mar 1997 - Mar 2000 |
12.04%
Sep 2002 - Sep 2007 |
7.39%
Apr 1997 - Apr 2007 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart