Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OEQYX (Oppenheimer Equity Y) | NA | 9.39% | 5.12% | 9.10% | 4.84% | 5.67% | 5.67% | … | … |
Data as of 03/17/2017, Common starting date is 06/23/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OEQYX (Oppenheimer Equity Y) | 06/23/1994 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.62 | 9.39 | 5.12 | 9.10 | 4.84 | 5.67 | 5.67 | … | … | -0.92 | 5.20 | -0.21 | 13.04 | 30.15 | 13.82 | -2.77 | 12.19 | 39.07 | -43.81 | 10.83 | 10.49 | 8.21 | 10.98 | 26.53 | -17.79 | -10.29 | -5.50 | 18.47 | 21.45 | 14.15 | 6.68 | 22.96 | 0.13 |
| Sharpe Ratio | NA | 0.74 | 0.34 | 0.65 | 0.21 | NA | NA | … | … | -0.34 | 0.34 | -0.02 | 0.99 | 2.58 | 1.05 | -0.12 | 0.63 | 1.45 | -1.01 | 0.47 | 0.64 | 0.56 | 0.83 | 1.24 | -0.90 | -0.72 | -0.38 | 1.00 | 1.01 | 0.60 | 0.22 | 2.11 | -0.38 |
| Standard Deviation(%) | NA | 12.32 | 14.65 | 13.97 | 22.13 | NA | NA | … | … | 14.24 | 14.73 | 16.05 | 13.15 | 11.68 | 13.21 | 24.24 | 19.21 | 26.91 | 44.31 | 16.60 | 11.27 | 10.82 | 12.10 | 20.91 | 20.90 | 17.89 | 25.45 | 15.31 | 17.99 | 17.76 | 14.33 | 9.08 | 8.27 |
| Draw Down(%) | NA | 8.50 | 19.75 | 19.75 | 57.86 | NA | NA | … | … | 8.50 | 14.70 | 13.29 | 9.09 | 6.14 | 10.51 | 21.27 | 17.29 | 21.72 | 54.31 | 11.78 | 10.20 | 6.50 | 10.82 | 13.03 | 24.62 | 27.33 | 20.90 | 11.62 | 22.48 | 15.11 | 12.12 | 6.20 | 8.88 |
| Yield(%) | 0.00 | 5.15 | 5.40 | 4.68 | 3.77 | 4.75 | 5.20 | … | … | 0.00 | 4.99 | 9.41 | 0.88 | 1.10 | 1.31 | 0.86 | 0.79 | 1.03 | 0.62 | 15.51 | 7.53 | 11.63 | 10.06 | 0.00 | 0.29 | 1.44 | 6.03 | 9.48 | 9.36 | 1.58 | 2.28 | 3.00 | 2.16 |
Data as of 03/17/2017, Common starting date is 06/23/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OEQYX (Oppenheimer Equity Y) |
-16.14%
Feb 2006 – Feb 2009 |
-6.73%
Feb 2004 – Feb 2009 |
-2.66%
Feb 1999 – Feb 2009 |
2.98%
Sep 1996 – Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OEQYX (Oppenheimer Equity Y) |
23.37%
Feb 2009 – Feb 2012 |
20.95%
Feb 2009 – Feb 2014 |
7.75%
Dec 1994 – Dec 2004 |
6.58%
Feb 2002 – Feb 2017 |
Annualized Rolling Returns Comparison Chart