Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OASCX (Oppenheimer Balanced C) | NA | 1.88% | 0.27% | -1.95% | 2.35% | 3.85% | NA | … | … |
Data as of 09/23/2011, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OASCX (Oppenheimer Balanced C) | 06/21/1996 | 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 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.88 | 0.27 | -1.95 | 2.35 | 3.85 | NA | … | … | -4.19 | 10.18 | 19.79 | -33.75 | 2.67 | 9.36 | 2.72 | 8.72 | 22.96 | -11.35 | 0.84 | 5.81 | 9.69 | 6.22 | 16.73 | 10.20 |
| Sharpe Ratio | NA | 0.21 | 0.01 | -0.18 | 0.10 | NA | NA | … | … | -0.62 | 1.11 | 1.24 | -1.26 | -0.05 | 1.08 | 0.10 | 1.14 | 2.66 | -0.98 | -0.12 | 0.15 | 0.76 | 0.26 | -4.31 | 2.61 |
| Standard Deviation(%) | NA | 8.69 | 18.87 | 15.90 | 12.87 | NA | NA | … | … | 9.22 | 9.09 | 15.87 | 27.50 | 7.69 | 5.66 | 5.51 | 6.83 | 8.38 | 12.68 | 12.64 | 11.62 | 8.48 | 11.18 | 8.89 | 6.42 |
| Draw Down(%) | NA | 10.09 | 34.16 | 47.27 | 47.27 | NA | NA | … | … | 10.09 | 9.55 | 20.33 | 44.88 | 7.03 | 4.62 | 3.92 | 6.67 | 6.46 | 21.58 | 17.18 | 9.25 | 7.56 | 16.65 | 6.40 | 3.72 |
| Yield(%) | 0.00 | 0.14 | 3.44 | 4.32 | 4.61 | 5.95 | 4.64 | … | … | 0.13 | 0.57 | 0.30 | 8.33 | 6.24 | 7.98 | 6.71 | 5.43 | 0.98 | 1.59 | 5.07 | 7.93 | 10.69 | 11.10 | 12.20 | 7.28 |
Data as of 09/23/2011, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OASCX (Oppenheimer Balanced C) |
-13.53%
Feb 2006 – Feb 2009 |
-6.50%
Feb 2004 – Feb 2009 |
-0.50%
Feb 1999 – Feb 2009 |
4.03%
Aug 1996 – Aug 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OASCX (Oppenheimer Balanced C) |
13.76%
Sep 2002 – Sep 2005 |
10.97%
Sep 2002 – Sep 2007 |
6.99%
Aug 1996 – Aug 2006 |
4.65%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart