Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OEQCX (Oppenheimer Equity C) | NA | 13.49% | 5.71% | 8.99% | 4.23% | 4.91% | 5.44% | … | … |
Data as of 03/17/2017, Common starting date is 09/21/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OEQCX (Oppenheimer Equity C) | 09/21/1995 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.35 | 13.49 | 5.71 | 8.99 | 4.23 | 4.91 | 5.44 | … | … | 3.50 | 4.19 | -1.18 | 11.93 | 28.73 | 12.60 | -3.79 | 10.98 | 37.43 | -44.35 | 9.77 | 9.36 | 7.17 | 9.79 | 25.12 | -18.45 | -11.23 | -6.29 | 17.32 | 20.34 | 26.32 | 5.54 | -0.93 |
| Sharpe Ratio | NA | 1.15 | 0.39 | 0.65 | 0.18 | NA | NA | … | … | 1.83 | 0.27 | -0.08 | 0.91 | 2.46 | 0.96 | -0.16 | 0.57 | 1.39 | -1.02 | 0.41 | 0.54 | 0.46 | 0.73 | 1.51 | -0.94 | -0.77 | -0.41 | 0.92 | 0.94 | -2.02 | 0.14 | -0.53 |
| Standard Deviation(%) | NA | 11.53 | 14.49 | 13.89 | 22.28 | NA | NA | … | … | 9.73 | 14.80 | 16.00 | 13.14 | 11.69 | 13.19 | 24.27 | 19.06 | 26.82 | 44.19 | 16.57 | 11.20 | 10.76 | 12.09 | 16.23 | 20.89 | 17.89 | 25.50 | 15.35 | 18.03 | 14.26 | 14.59 | 13.26 |
| Draw Down(%) | NA | 7.14 | 20.16 | 20.16 | 58.35 | NA | NA | … | … | 4.29 | 14.77 | 13.45 | 9.19 | 6.27 | 10.70 | 21.65 | 17.48 | 21.85 | 54.74 | 11.91 | 10.37 | 6.62 | 11.28 | 13.12 | 24.85 | 27.78 | 21.11 | 11.80 | 22.66 | 8.81 | 12.24 | 6.23 |
| Yield(%) | 0.00 | 4.55 | 4.87 | 3.84 | 3.17 | 4.11 | 5.07 | … | … | 0.00 | 4.40 | 9.32 | 0.00 | 0.06 | 0.16 | 0.00 | 0.00 | 0.00 | 0.29 | 15.66 | 7.38 | 11.44 | 9.55 | 0.00 | 0.00 | 0.52 | 5.12 | 8.53 | 8.54 | 13.80 | 1.42 | 1.21 |
Data as of 03/17/2017, Common starting date is 09/21/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OEQCX (Oppenheimer Equity C) |
-16.98%
Feb 2006 – Feb 2009 |
-7.69%
Feb 2004 – Feb 2009 |
-3.61%
Feb 1999 – Feb 2009 |
2.15%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OEQCX (Oppenheimer Equity C) |
24.33%
Mar 1997 – Mar 2000 |
19.65%
Feb 2009 – Feb 2014 |
7.35%
Apr 1997 – Apr 2007 |
5.48%
Feb 2002 – Feb 2017 |
Annualized Rolling Returns Comparison Chart