Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OASBX (Oppenheimer Balanced B) | NA | 1.83% | 0.30% | -1.97% | 2.31% | NA | NA | … | … |
Data as of 09/23/2011, Common starting date is 08/20/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OASBX (Oppenheimer Balanced B) | 08/20/1997 | 09/23/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.83 | 0.30 | -1.97 | 2.31 | NA | NA | … | … | -4.27 | 10.19 | 19.73 | -33.65 | 2.60 | 9.35 | 2.57 | 8.70 | 22.79 | -11.37 | 0.77 | 5.83 | 9.73 | 6.29 | 1.67 |
| Sharpe Ratio | NA | 0.21 | 0.01 | -0.19 | 0.10 | NA | NA | … | … | -0.64 | 1.11 | 1.24 | -1.25 | -0.05 | 1.08 | 0.07 | 1.14 | 2.64 | -0.99 | -0.12 | 0.15 | 0.74 | 0.27 | 0.11 |
| Standard Deviation(%) | NA | 8.51 | 18.66 | 15.63 | 12.61 | NA | NA | … | … | 9.06 | 9.12 | 15.90 | 27.49 | 7.69 | 5.64 | 5.55 | 6.79 | 8.36 | 12.57 | 12.71 | 11.59 | 8.74 | 11.17 | 11.23 |
| Draw Down(%) | NA | 10.08 | 34.10 | 47.26 | 47.26 | NA | NA | … | … | 10.08 | 9.62 | 20.44 | 44.85 | 7.07 | 4.65 | 3.95 | 6.63 | 6.51 | 21.60 | 17.17 | 9.21 | 7.51 | 16.68 | 6.36 |
| Yield(%) | 0.00 | 0.08 | 3.42 | 4.30 | 4.57 | 4.80 | 3.60 | … | … | 0.07 | 0.53 | 0.27 | 8.34 | 6.20 | 7.96 | 6.65 | 5.40 | 0.92 | 1.54 | 5.09 | 7.95 | 10.73 | 11.17 | 9.21 |
Data as of 09/23/2011, Common starting date is 08/20/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OASBX (Oppenheimer Balanced B) |
-13.55%
Feb 2006 – Feb 2009 |
-6.52%
Feb 2004 – Feb 2009 |
-0.53%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OASBX (Oppenheimer Balanced B) |
13.68%
Sep 2002 – Sep 2005 |
10.89%
Sep 2002 – Sep 2007 |
5.94%
Oct 1997 – Oct 2007 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart