Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OEQBX (Oppenheimer Equity B) | NA | 13.59% | 5.71% | 8.97% | 4.22% | 4.91% | 5.43% | … | … |
Data as of 03/17/2017, Common starting date is 06/24/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OEQBX (Oppenheimer Equity B) | 06/24/1993 | 03/17/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -3.27 | 13.59 | 5.71 | 8.97 | 4.22 | 4.91 | 5.43 | … | … | 3.59 | 4.18 | -1.18 | 11.94 | 28.70 | 12.60 | -3.91 | 10.84 | 37.69 | -44.39 | 9.67 | 9.36 | 7.18 | 9.80 | 25.27 | -18.54 | -11.15 | -6.32 | 17.32 | 20.38 | 26.25 | 18.95 | 21.79 | -8.65 | 3.90 |
| Sharpe Ratio | NA | 1.15 | 0.39 | 0.65 | 0.18 | NA | NA | … | … | 1.88 | 0.27 | -0.08 | 0.91 | 2.44 | 0.96 | -0.16 | 0.56 | 1.40 | -1.02 | 0.40 | 0.54 | 0.46 | 0.73 | 1.51 | -0.94 | -0.76 | -0.40 | 0.91 | 0.94 | -2.02 | 1.60 | 1.96 | -1.19 | 0.47 |
| Standard Deviation(%) | NA | 11.56 | 14.48 | 13.91 | 22.30 | NA | NA | … | … | 9.74 | 14.84 | 15.96 | 13.15 | 11.77 | 13.23 | 24.28 | 19.22 | 26.83 | 44.17 | 16.57 | 11.18 | 10.79 | 12.08 | 16.26 | 20.87 | 17.93 | 25.79 | 15.42 | 18.06 | 14.33 | 9.60 | 9.15 | 9.75 | 11.63 |
| Draw Down(%) | NA | 7.23 | 20.18 | 20.18 | 58.34 | NA | NA | … | … | 4.21 | 14.79 | 13.46 | 9.19 | 6.27 | 10.61 | 21.67 | 17.51 | 21.85 | 54.70 | 11.91 | 10.38 | 6.62 | 11.28 | 13.12 | 24.95 | 27.75 | 21.04 | 11.83 | 22.64 | 8.83 | 7.59 | 6.34 | 15.07 | 9.01 |
| Yield(%) | 0.00 | 4.55 | 4.87 | 3.80 | 3.15 | 4.10 | 5.05 | … | … | 0.00 | 4.40 | 9.32 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.29 | 15.66 | 7.38 | 11.44 | 9.55 | 0.00 | 0.00 | 0.45 | 5.03 | 8.51 | 8.56 | 13.84 | 14.19 | 2.02 | 1.81 | 1.29 |
Data as of 03/17/2017, Common starting date is 06/24/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OEQBX (Oppenheimer Equity B) |
-16.98%
Feb 2006 – Feb 2009 |
-7.68%
Feb 2004 – Feb 2009 |
-3.61%
Feb 1999 – Feb 2009 |
2.13%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OEQBX (Oppenheimer Equity B) |
24.35%
Mar 1997 – Mar 2000 |
21.13%
Mar 1995 – Mar 2000 |
9.19%
Dec 1994 – Dec 2004 |
6.24%
Jul 1993 – Jul 2008 |
Annualized Rolling Returns Comparison Chart