Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OEGBX (Oppenhmr Discovery Mid Cap Grwth Fd Cl B) | NA | 18.48% | 8.97% | 13.72% | 8.49% | 9.55% | NA | … | … |
Data as of 06/22/2018, Common starting date is 11/29/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OEGBX (Oppenhmr Discovery Mid Cap Grwth Fd Cl B) | 11/29/2000 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 18.48 | 8.97 | 13.72 | 8.49 | 9.55 | NA | … | … | 7.41 | 27.06 | 1.11 | 5.25 | 4.57 | 33.93 | 14.54 | -0.47 | 25.32 | 23.22 | -39.35 | 22.26 | 5.92 | 3.80 | 4.48 | 62.48 | -37.37 | -0.51 | 5.15 |
| Sharpe Ratio | NA | 1.28 | 0.57 | 0.87 | 0.38 | NA | NA | … | … | 0.87 | 2.67 | 0.06 | 0.33 | 0.26 | 2.32 | 0.91 | -0.02 | 1.16 | 0.90 | -1.05 | 0.99 | 0.13 | 0.09 | 0.15 | 2.45 | -1.11 | -0.08 | 1.88 |
| Standard Deviation(%) | NA | 13.73 | 14.87 | 15.21 | 21.66 | NA | NA | … | … | 17.33 | 9.96 | 15.81 | 16.02 | 17.36 | 14.58 | 16.14 | 29.22 | 21.74 | 25.60 | 38.12 | 19.49 | 19.74 | 17.53 | 23.78 | 25.18 | 34.57 | 34.34 | 41.93 |
| Draw Down(%) | NA | 10.71 | 21.80 | 21.80 | 49.36 | NA | NA | … | … | 10.71 | 3.28 | 16.46 | 11.50 | 15.77 | 5.74 | 10.50 | 25.28 | 16.30 | 21.00 | 49.21 | 10.87 | 20.81 | 15.19 | 30.68 | 13.37 | 52.73 | 37.64 | 12.99 |
| Yield(%) | 0.00 | 11.25 | 5.67 | 8.15 | 4.84 | 6.62 | 4.11 | … | … | 0.00 | 12.87 | 1.08 | 5.05 | 11.62 | 6.33 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 15.42 | 5.96 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.29 |
Data as of 06/22/2018, Common starting date is 11/29/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OEGBX (Oppenhmr Discovery Mid Cap Grwth Fd Cl B) |
-14.77%
Feb 2006 – Feb 2009 |
-7.03%
Feb 2004 – Feb 2009 |
2.38%
Jan 2001 – Jan 2011 |
4.51%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OEGBX (Oppenhmr Discovery Mid Cap Grwth Fd Cl B) |
26.21%
Feb 2003 – Feb 2006 |
23.77%
Feb 2009 – Feb 2014 |
10.96%
Sep 2002 – Sep 2012 |
11.33%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart