Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OEGNX (Oppenhmr Discovery Mid Cp Grwth Fd Cls N) | 19.51% | 26.62% | 17.85% | 6.22% | 12.66% | 11.88% | 10.31% | … | … |
Data as of 06/10/2026, Common starting date is 04/23/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OEGNX (Oppenhmr Discovery Mid Cp Grwth Fd Cls N) | 04/23/2001 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.01 | 26.62 | 17.85 | 6.22 | 12.66 | 11.88 | 10.31 | … | … | 19.51 | 4.58 | 23.79 | 12.71 | -31.27 | 18.06 | 39.83 | 38.59 | -6.97 | 27.62 | 1.63 | 5.75 | 4.97 | 34.47 | 15.17 | 0.09 | 26.03 | 23.83 | -38.99 | 22.67 | 6.49 | 4.29 | 5.00 | 63.40 | -37.10 | 18.66 |
| Sharpe Ratio | NA | 1.21 | 0.75 | 0.19 | 0.50 | NA | NA | … | … | 2.14 | 0.07 | 1.13 | 0.56 | -1.14 | 0.81 | 1.10 | 2.30 | -0.42 | 2.72 | 0.09 | 0.36 | 0.29 | 2.36 | 0.95 | 0.00 | 1.19 | 0.92 | -1.04 | 1.01 | 0.16 | 0.12 | 0.17 | 2.49 | -1.11 | 0.89 |
| Standard Deviation(%) | NA | 20.74 | 20.95 | 22.15 | 22.15 | NA | NA | … | … | 25.19 | 24.16 | 17.80 | 16.40 | 28.82 | 22.27 | 35.79 | 16.16 | 20.05 | 9.95 | 15.77 | 16.04 | 17.35 | 14.58 | 16.01 | 29.17 | 21.76 | 25.77 | 38.19 | 19.45 | 19.64 | 17.54 | 23.78 | 25.18 | 34.56 | 29.86 |
| Draw Down(%) | NA | 10.17 | 28.73 | 39.50 | 39.50 | NA | NA | … | … | 10.17 | 27.38 | 10.05 | 16.47 | 36.17 | 14.45 | 35.26 | 7.20 | 25.10 | 3.18 | 16.44 | 11.50 | 15.44 | 5.73 | 10.53 | 25.17 | 16.17 | 20.90 | 48.99 | 10.81 | 20.74 | 15.05 | 30.45 | 13.36 | 52.47 | 29.75 |
| Yield(%) | 0.00 | 10.03 | 6.42 | 6.55 | 9.60 | 10.41 | 9.63 | … | … | 0.00 | 9.84 | 6.70 | 0.00 | 0.00 | 20.82 | 5.14 | 6.37 | 9.48 | 11.46 | 0.97 | 4.57 | 10.70 | 5.88 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 14.89 | 5.79 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 04/23/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OEGNX (Oppenhmr Discovery Mid Cp Grwth Fd Cls N) |
-14.41%
Feb 2006 – Feb 2009 |
-6.58%
Feb 2004 – Feb 2009 |
3.43%
Dec 2001 – Dec 2011 |
6.15%
Dec 2001 – Dec 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OEGNX (Oppenhmr Discovery Mid Cp Grwth Fd Cls N) |
31.77%
Dec 2018 – Dec 2021 |
24.44%
Feb 2009 – Feb 2014 |
17.14%
Sep 2011 – Sep 2021 |
14.32%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart