Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OEQNX (Oppenheimer Equity N) | NA | 14.28% | 6.33% | 9.60% | 4.79% | 5.46% | NA | … | … |
Data as of 03/17/2017, Common starting date is 04/24/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OEQNX (Oppenheimer Equity N) | 04/24/2001 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.11 | 14.28 | 6.33 | 9.60 | 4.79 | 5.46 | NA | … | … | 3.90 | 4.61 | -0.53 | 12.49 | 29.40 | 13.14 | -3.26 | 11.38 | 38.41 | -44.13 | 10.34 | 9.81 | 7.72 | 10.19 | 25.94 | -18.15 | -4.95 |
| Sharpe Ratio | NA | 1.22 | 0.43 | 0.69 | 0.20 | NA | NA | … | … | 2.11 | 0.30 | -0.04 | 0.95 | 2.49 | 1.00 | -0.14 | 0.59 | 1.42 | -1.02 | 0.44 | 0.58 | 0.52 | 0.76 | 1.56 | -0.92 | -0.64 |
| Standard Deviation(%) | NA | 11.47 | 14.44 | 13.88 | 22.26 | NA | NA | … | … | 9.48 | 14.75 | 15.95 | 13.12 | 11.77 | 13.20 | 24.16 | 19.18 | 26.97 | 44.06 | 16.61 | 11.22 | 10.70 | 12.10 | 16.23 | 20.87 | 14.47 |
| Draw Down(%) | NA | 7.21 | 19.85 | 19.85 | 58.16 | NA | NA | … | … | 4.05 | 14.74 | 13.36 | 9.14 | 6.27 | 10.63 | 21.45 | 17.44 | 21.83 | 54.59 | 11.85 | 10.34 | 6.48 | 11.10 | 13.09 | 24.71 | 22.11 |
| Yield(%) | 0.00 | 4.70 | 4.96 | 4.06 | 3.32 | 4.28 | 3.03 | … | … | 0.00 | 4.55 | 9.07 | 0.35 | 0.41 | 0.53 | 0.21 | 0.18 | 0.38 | 0.28 | 15.34 | 7.21 | 11.27 | 9.57 | 0.00 | 0.00 | 0.00 |
Data as of 03/17/2017, Common starting date is 04/24/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OEQNX (Oppenheimer Equity N) |
-16.56%
Feb 2006 – Feb 2009 |
-7.25%
Feb 2004 – Feb 2009 |
2.00%
Sep 2001 – Sep 2011 |
4.13%
May 2001 – May 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OEQNX (Oppenheimer Equity N) |
22.66%
Feb 2009 – Feb 2012 |
20.26%
Feb 2009 – Feb 2014 |
7.03%
Aug 2004 – Aug 2014 |
6.01%
Feb 2002 – Feb 2017 |
Annualized Rolling Returns Comparison Chart