Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OPECX (Oppenheimer Equity Income Fund Cl C) | NA | -16.94% | -4.43% | -1.74% | 2.39% | 1.69% | 2.75% | … | … |
Data as of 04/17/2020, Common starting date is 12/21/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OPECX (Oppenheimer Equity Income Fund Cl C) | 12/21/1995 | 04/17/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 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 (%) | -0.88 | -16.94 | -4.43 | -1.74 | 2.39 | 1.69 | 2.75 | … | … | -19.56 | 9.79 | -4.83 | 6.18 | 6.47 | -1.53 | 3.96 | 8.19 | 10.23 | 3.29 | 10.69 | 16.99 | -29.52 | -2.61 | 14.09 | 1.98 | 9.36 | 32.38 | -16.80 | -1.00 | 15.99 | -7.03 | 9.42 | 28.73 | 15.12 | -1.27 |
| Sharpe Ratio | NA | -1.03 | -0.52 | -0.29 | 0.28 | NA | NA | … | … | -1.68 | 2.06 | -1.23 | 2.16 | 1.47 | -0.34 | 1.15 | 2.36 | 2.20 | 0.52 | 2.03 | 1.43 | -1.41 | -0.72 | 1.83 | -0.03 | 1.32 | 4.01 | -1.09 | -0.24 | 0.85 | -0.95 | 0.50 | 2.10 | 1.21 | NA |
| Standard Deviation(%) | NA | 17.52 | 10.67 | 8.70 | 7.00 | NA | NA | … | … | 31.57 | 4.06 | 5.01 | 2.58 | 4.24 | 4.52 | 3.44 | 3.45 | 4.66 | 6.32 | 5.22 | 11.84 | 21.53 | 7.87 | 5.91 | 6.44 | 6.35 | 7.90 | 16.36 | 14.11 | 14.12 | 10.82 | 12.31 | 11.96 | 9.55 | NA |
| Draw Down(%) | NA | 29.69 | 29.69 | 29.69 | 29.69 | NA | NA | … | … | 29.69 | 2.50 | 8.21 | 1.23 | 2.95 | 4.49 | 3.04 | 3.39 | 2.36 | 6.09 | 4.74 | 20.03 | 41.00 | 9.91 | 3.50 | 5.53 | 6.85 | 6.10 | 28.42 | 18.53 | 7.99 | 13.87 | 14.26 | 8.90 | 4.72 | NA |
| Yield(%) | 0.00 | 2.79 | 2.29 | 2.22 | 2.97 | 3.50 | 4.06 | … | … | 0.96 | 2.40 | 1.99 | 2.03 | 2.16 | 2.19 | 2.58 | 2.69 | 3.44 | 3.27 | 3.61 | 0.34 | 10.41 | 11.05 | 2.75 | 7.19 | 6.65 | 4.47 | 3.38 | 5.79 | 7.74 | 10.17 | 10.72 | 9.92 | 3.66 | 1.05 |
Data as of 04/17/2020, Common starting date is 12/21/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPECX (Oppenheimer Equity Income Fund Cl C) |
-11.89%
Feb 2006 – Feb 2009 |
-5.55%
Feb 2004 – Feb 2009 |
-0.76%
Feb 1999 – Feb 2009 |
1.50%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPECX (Oppenheimer Equity Income Fund Cl C) |
16.82%
Apr 1996 – Apr 1999 |
12.97%
Feb 2009 – Feb 2014 |
7.87%
Jul 1996 – Jul 2006 |
5.54%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart