Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OCINX (Oppenheimer Cap Incm Fd N) | NA | -16.52% | -3.95% | -1.25% | 2.91% | 2.46% | NA | … | … |
Data as of 04/17/2020, Common starting date is 03/19/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OCINX (Oppenheimer Cap Incm Fd N) | 03/19/2001 | 04/17/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.86 | -16.52 | -3.95 | -1.25 | 2.91 | 2.46 | NA | … | … | -19.44 | 10.38 | -4.46 | 6.73 | 6.99 | -1.01 | 4.57 | 8.72 | 10.71 | 3.89 | 11.19 | 17.59 | -26.28 | -2.25 | 14.66 | 2.42 | 9.62 | 33.10 | -17.33 | -5.69 |
| Sharpe Ratio | NA | -1.01 | -0.48 | -0.23 | 0.36 | NA | NA | … | … | -1.67 | 2.25 | -1.15 | 2.45 | 1.60 | -0.23 | 1.34 | 2.45 | 2.24 | 0.61 | 2.10 | 1.49 | -1.20 | -0.67 | 1.95 | 0.04 | 1.03 | 4.07 | -1.12 | -0.63 |
| Standard Deviation(%) | NA | 17.51 | 10.66 | 8.69 | 7.01 | NA | NA | … | … | 31.57 | 4.00 | 5.03 | 2.50 | 4.23 | 4.51 | 3.40 | 3.55 | 4.79 | 6.32 | 5.29 | 11.75 | 22.59 | 7.95 | 5.85 | 6.39 | 8.40 | 7.96 | 16.51 | 14.87 |
| Draw Down(%) | NA | 29.56 | 29.56 | 29.56 | 29.56 | NA | NA | … | … | 29.56 | 2.45 | 7.79 | 1.20 | 2.90 | 4.27 | 2.98 | 3.35 | 2.44 | 5.99 | 4.67 | 20.00 | 40.94 | 9.78 | 3.48 | 5.40 | 6.67 | 6.06 | 28.63 | 19.94 |
| Yield(%) | 0.00 | 3.29 | 2.78 | 2.69 | 3.49 | 4.00 | 3.54 | … | … | 1.08 | 2.90 | 2.45 | 2.55 | 2.63 | 2.64 | 3.00 | 3.05 | 3.87 | 3.74 | 4.05 | 0.51 | 12.95 | 11.40 | 3.17 | 7.59 | 7.08 | 4.94 | 2.82 | 0.97 |
Data as of 04/17/2020, Common starting date is 03/19/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCINX (Oppenheimer Cap Incm Fd N) |
-10.29%
Feb 2006 – Feb 2009 |
-4.39%
Feb 2004 – Feb 2009 |
2.24%
May 2001 – May 2011 |
2.26%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OCINX (Oppenheimer Cap Incm Fd N) |
17.05%
Sep 2002 – Sep 2005 |
13.52%
Feb 2009 – Feb 2014 |
8.17%
Feb 2009 – Feb 2019 |
6.31%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart