Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ONRDX (Oppenheimer Rising Dividends N) | 3.49% | 16.47% | 15.80% | 7.33% | 9.95% | 9.69% | 8.25% | … | … |
Data as of 06/10/2026, Common starting date is 04/24/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ONRDX (Oppenheimer Rising Dividends N) | 04/24/2001 | 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 (%) | -2.22 | 16.47 | 15.80 | 7.33 | 9.95 | 9.69 | 8.25 | … | … | 3.49 | 17.19 | 19.10 | 17.44 | -16.96 | 12.18 | 11.13 | 29.30 | -6.78 | 16.45 | 4.56 | -0.80 | 10.67 | 26.84 | 12.22 | 2.04 | 12.76 | 18.27 | -31.48 | 12.39 | 15.61 | 5.49 | 12.27 | 26.66 | -19.11 | -6.24 |
| Sharpe Ratio | NA | 1.49 | 1.02 | 0.31 | 0.46 | NA | NA | … | … | 0.69 | 0.88 | 1.41 | 1.18 | -0.81 | 0.69 | 0.30 | 2.17 | -0.51 | 2.43 | 0.29 | -0.05 | 0.85 | 2.36 | 0.93 | 0.09 | 0.75 | 0.77 | -0.85 | 0.59 | 1.23 | 0.32 | 1.13 | 1.61 | -0.86 | -0.78 |
| Standard Deviation(%) | NA | 10.95 | 13.07 | 16.39 | 18.21 | NA | NA | … | … | 12.72 | 16.31 | 10.96 | 11.80 | 22.72 | 17.61 | 36.17 | 12.83 | 16.01 | 6.52 | 14.83 | 15.55 | 12.47 | 11.36 | 13.16 | 23.40 | 16.89 | 23.67 | 38.24 | 15.61 | 9.96 | 10.21 | 9.95 | 16.07 | 23.45 | 14.27 |
| Draw Down(%) | NA | 9.73 | 16.04 | 29.21 | 36.70 | NA | NA | … | … | 9.73 | 16.04 | 7.01 | 10.57 | 22.07 | 13.31 | 36.70 | 5.79 | 20.05 | 2.55 | 11.03 | 12.21 | 9.15 | 5.68 | 11.43 | 18.35 | 14.21 | 23.39 | 42.09 | 10.70 | 8.21 | 6.65 | 6.42 | 15.93 | 31.22 | 18.92 |
| Yield(%) | 0.00 | 8.13 | 9.92 | 5.59 | 6.72 | 7.62 | 6.70 | … | … | 0.00 | 8.60 | 13.37 | 8.15 | 0.60 | 0.33 | 0.68 | 4.80 | 7.62 | 10.08 | 5.84 | 6.66 | 9.43 | 12.72 | 1.16 | 0.93 | 0.80 | 2.08 | 1.22 | 19.54 | 11.14 | 20.19 | 0.77 | 0.04 | 0.00 | 0.00 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| ONRDX (Oppenheimer Rising Dividends N) |
-9.73%
Feb 2006 – Feb 2009 |
-2.96%
Feb 2004 – Feb 2009 |
2.93%
Sep 2001 – Sep 2011 |
4.87%
May 2001 – May 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ONRDX (Oppenheimer Rising Dividends N) |
20.62%
Feb 2009 – Feb 2012 |
18.26%
Feb 2009 – Feb 2014 |
12.29%
Feb 2009 – Feb 2019 |
11.03%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart