Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OBRDX (Oppenheimer Rising Dividends B) | NA | 10.18% | 5.91% | 9.28% | 6.40% | 7.51% | 5.04% | … | … |
Data as of 06/22/2018, Common starting date is 12/30/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OBRDX (Oppenheimer Rising Dividends B) | 12/30/1993 | 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.18 | 5.91 | 9.28 | 6.40 | 7.51 | 5.04 | … | … | 2.73 | 15.90 | 3.69 | -1.43 | 10.08 | 26.18 | 11.64 | 1.42 | 12.16 | 17.34 | -31.80 | 11.90 | 14.96 | 5.05 | 11.75 | 26.06 | -19.52 | -8.49 | 12.25 | -0.57 | 8.89 | 25.88 | 24.88 | 27.53 | -6.71 | 0.17 |
| Sharpe Ratio | NA | 0.81 | 0.40 | 0.68 | 0.32 | NA | NA | … | … | 0.31 | 2.36 | 0.23 | -0.09 | 0.81 | 2.30 | 0.89 | 0.06 | 0.71 | 0.73 | -0.85 | 0.57 | 1.18 | 0.28 | 1.08 | 1.58 | -0.88 | -0.71 | 0.42 | -0.24 | 0.35 | 1.86 | 2.27 | 2.32 | -0.90 | NA |
| Standard Deviation(%) | NA | 11.39 | 13.53 | 12.89 | 19.36 | NA | NA | … | … | 15.03 | 6.49 | 15.20 | 15.55 | 12.49 | 11.38 | 13.18 | 23.33 | 16.94 | 23.76 | 38.23 | 15.65 | 9.96 | 10.18 | 9.99 | 16.06 | 23.40 | 15.44 | 19.66 | 15.72 | 15.86 | 11.96 | 9.34 | 10.21 | 10.68 | 0.00 |
| Draw Down(%) | NA | 9.22 | 14.60 | 14.60 | 42.47 | NA | NA | … | … | 9.22 | 2.57 | 11.10 | 12.25 | 9.18 | 5.71 | 11.49 | 18.48 | 14.32 | 23.45 | 42.37 | 10.71 | 8.25 | 6.74 | 6.53 | 15.98 | 31.37 | 19.05 | 16.84 | 18.35 | 19.98 | 6.83 | 8.12 | 9.12 | 15.10 | 0.00 |
| Yield(%) | 0.00 | 9.99 | 7.24 | 9.19 | 5.63 | 7.64 | 5.12 | … | … | 0.01 | 10.92 | 6.15 | 7.06 | 10.01 | 13.40 | 0.58 | 0.49 | 1.02 | 1.53 | 0.89 | 20.19 | 11.33 | 20.74 | 0.09 | 0.00 | 0.00 | 2.09 | 2.48 | 12.32 | 4.51 | 5.56 | 6.58 | 0.59 | 0.62 | 0.26 |
Data as of 06/22/2018, Common starting date is 12/30/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBRDX (Oppenheimer Rising Dividends B) |
-10.19%
Feb 2006 – Feb 2009 |
-5.28%
Mar 1998 – Mar 2003 |
-0.70%
Feb 1999 – Feb 2009 |
3.58%
Apr 1998 – Apr 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBRDX (Oppenheimer Rising Dividends B) |
26.22%
Mar 1995 – Mar 1998 |
17.58%
Feb 2009 – Feb 2014 |
9.72%
Dec 1994 – Dec 2004 |
8.50%
Feb 2003 – Feb 2018 |
Annualized Rolling Returns Comparison Chart