Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OBMIX (Oppenheimer Moderate Invstr Fd Cl B Shs) | NA | 5.84% | 4.11% | 6.44% | 2.30% | NA | NA | … | … |
Data as of 06/22/2018, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OBMIX (Oppenheimer Moderate Invstr Fd Cl B Shs) | 04/08/2005 | 06/22/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.84 | 4.11 | 6.44 | 2.30 | NA | NA | … | … | 0.08 | 14.19 | 3.97 | -2.07 | 4.16 | 14.86 | 10.39 | -2.24 | 11.94 | 20.84 | -39.54 | 5.15 | 9.31 | 6.17 |
| Sharpe Ratio | NA | 0.70 | 0.47 | 0.79 | 0.17 | NA | NA | … | … | -0.11 | 3.15 | 0.44 | -0.24 | 0.60 | 1.27 | 1.41 | -0.18 | 1.10 | 1.25 | -1.70 | 0.26 | 1.03 | 1.20 |
| Standard Deviation(%) | NA | 6.99 | 7.84 | 7.48 | 12.35 | NA | NA | … | … | 9.19 | 4.32 | 8.58 | 8.69 | 6.95 | 11.71 | 7.41 | 12.84 | 10.77 | 16.57 | 23.80 | 8.30 | 5.89 | 5.13 |
| Draw Down(%) | NA | 6.45 | 12.48 | 12.64 | 48.70 | NA | NA | … | … | 6.45 | 1.27 | 7.68 | 8.73 | 5.79 | 6.14 | 6.63 | 13.58 | 8.61 | 19.06 | 47.71 | 5.88 | 5.20 | 3.13 |
| Yield(%) | 0.00 | 0.00 | 0.13 | 0.52 | 0.87 | 1.20 | 0.90 | … | … | 0.00 | 0.00 | 0.42 | 0.00 | 1.47 | 0.49 | 0.94 | 1.48 | 1.38 | 0.00 | 3.66 | 4.08 | 2.21 | 1.46 |
Data as of 06/22/2018, Common starting date is 04/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBMIX (Oppenheimer Moderate Invstr Fd Cl B Shs) |
-15.87%
Feb 2006 – Feb 2009 |
-4.17%
May 2007 – May 2012 |
1.06%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBMIX (Oppenheimer Moderate Invstr Fd Cl B Shs) |
17.09%
Feb 2009 – Feb 2012 |
14.16%
Feb 2009 – Feb 2014 |
2.78%
Jan 2008 – Jan 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart