Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGRYX (Oppenheimer Disciplined Value Cl Y) | 7.64% | 23.23% | 15.46% | 7.62% | 10.12% | 9.59% | 7.87% | … | … |
Data as of 06/09/2026, Common starting date is 12/27/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGRYX (Oppenheimer Disciplined Value Cl Y) | 12/27/1996 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.30 | 23.23 | 15.46 | 7.62 | 10.12 | 9.59 | 7.87 | … | … | 7.64 | 18.90 | 12.26 | 12.41 | -9.69 | 25.24 | -0.11 | 27.59 | -11.17 | 16.22 | 12.68 | -3.55 | 10.87 | 30.69 | 13.97 | -4.35 | 15.15 | 34.17 | -41.39 | 6.65 | 16.26 | 6.79 | 15.77 | 33.07 | -13.16 | 3.47 | -1.30 | -4.63 | 8.91 | 9.64 | -7.63 |
| Sharpe Ratio | NA | 1.74 | 0.89 | 0.27 | 0.42 | NA | NA | … | … | 1.02 | 0.95 | 0.72 | 0.66 | -0.45 | 1.44 | -0.01 | 1.95 | -0.79 | 1.98 | 0.81 | -0.23 | 0.90 | 2.64 | 1.09 | -0.18 | 0.76 | 1.20 | -0.92 | 0.21 | 1.33 | 0.46 | 1.31 | 2.01 | -0.60 | 0.05 | -0.28 | -0.58 | 0.31 | 0.31 | -1.54 |
| Standard Deviation(%) | NA | 12.43 | 13.96 | 17.13 | 20.37 | NA | NA | … | … | 13.57 | 16.94 | 11.99 | 13.33 | 24.83 | 17.54 | 44.07 | 13.38 | 16.03 | 7.90 | 15.39 | 15.58 | 12.08 | 11.63 | 12.86 | 24.18 | 19.84 | 28.37 | 45.71 | 16.40 | 9.70 | 9.89 | 11.25 | 16.11 | 23.91 | 19.49 | 19.53 | 13.82 | 17.46 | 18.93 | 67.25 |
| Draw Down(%) | NA | 10.06 | 16.38 | 18.44 | 45.24 | NA | NA | … | … | 10.06 | 16.38 | 6.78 | 12.12 | 17.29 | 9.22 | 45.24 | 8.53 | 21.92 | 4.18 | 14.00 | 12.87 | 9.78 | 5.49 | 10.95 | 23.93 | 17.19 | 24.45 | 53.23 | 13.46 | 7.86 | 6.57 | 9.82 | 14.92 | 30.51 | 24.01 | 16.12 | 15.88 | 24.02 | 17.14 | 7.63 |
| Yield(%) | 0.00 | 12.87 | 11.63 | 6.92 | 8.84 | 8.82 | 7.26 | … | … | 0.00 | 13.79 | 15.96 | 5.53 | 1.53 | 1.74 | 2.45 | 27.16 | 11.61 | 6.05 | 1.96 | 1.36 | 1.56 | 1.78 | 1.94 | 1.57 | 1.26 | 2.16 | 1.41 | 8.48 | 4.79 | 5.42 | 1.86 | 0.70 | 0.12 | 0.54 | 0.00 | 14.71 | 5.29 | 0.82 | 0.34 |
Data as of 06/09/2026, Common starting date is 12/27/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGRYX (Oppenheimer Disciplined Value Cl Y) |
-14.89%
Feb 2006 – Feb 2009 |
-6.36%
Sep 1997 – Sep 2002 |
-0.92%
Feb 1999 – Feb 2009 |
2.93%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGRYX (Oppenheimer Disciplined Value Cl Y) |
22.63%
Feb 2009 – Feb 2012 |
20.71%
Feb 2009 – Feb 2014 |
13.42%
Feb 2009 – Feb 2019 |
11.75%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart