Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OPY (Oppenheimer Holdings Inc.) | 35.20% | 59.03% | 38.28% | 17.21% | 22.85% | 11.79% | 8.82% | … | … |
Data as of 06/05/2026, Common starting date is 08/16/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OPY (Oppenheimer Holdings Inc.) | 08/16/1993 | 06/05/2026 |
| 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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.17 | 59.03 | 38.28 | 17.21 | 22.85 | 11.79 | 8.82 | … | … | 35.20 | 15.55 | 57.30 | -0.89 | -7.21 | 52.69 | 20.40 | 9.38 | -3.25 | 46.23 | 10.29 | -23.63 | -4.43 | 46.87 | 10.35 | -37.30 | -19.76 | 164.50 | -69.01 | 28.09 | 69.61 | -20.37 | -23.63 | 35.98 | -9.38 | 19.14 | 64.09 | -13.07 | 1.94 | 21.94 | 58.26 | 48.02 | -25.55 | 15.25 |
| Sharpe Ratio | NA | 1.58 | 1.13 | 0.44 | 0.60 | NA | NA | … | … | 2.24 | 0.41 | 1.88 | -0.17 | -0.22 | 1.49 | 0.32 | 0.34 | -0.17 | 1.73 | 0.25 | -0.65 | -0.14 | 1.62 | 0.23 | -0.63 | -0.47 | 2.18 | -0.88 | 0.58 | 2.02 | -1.24 | -1.32 | 2.19 | -0.46 | 0.80 | 2.41 | -0.47 | -0.05 | 0.57 | 1.42 | 1.07 | -0.61 | 1.01 |
| Standard Deviation(%) | NA | 35.60 | 30.98 | 33.14 | 35.38 | NA | NA | … | … | 44.44 | 30.76 | 28.48 | 26.77 | 39.02 | 35.29 | 62.96 | 23.03 | 27.34 | 26.54 | 40.22 | 36.47 | 32.10 | 28.92 | 44.18 | 59.17 | 41.86 | 75.32 | 79.60 | 43.21 | 32.90 | 18.30 | 18.58 | 16.10 | 23.03 | 21.15 | 24.84 | 35.07 | 30.81 | 31.65 | 38.16 | 41.35 | 46.69 | 42.71 |
| Draw Down(%) | NA | 21.22 | 29.42 | 45.71 | 54.94 | NA | NA | … | … | 21.22 | 29.42 | 17.56 | 29.60 | 41.34 | 25.45 | 47.34 | 14.93 | 29.59 | 18.48 | 20.89 | 42.91 | 31.15 | 19.09 | 31.46 | 62.84 | 31.98 | 53.02 | 82.82 | 34.12 | 19.76 | 26.25 | 37.03 | 12.76 | 30.58 | 19.39 | 12.64 | 23.92 | 38.39 | 19.05 | 17.39 | 20.24 | 41.03 | 12.16 |
| Yield(%) | 0.00 | 2.78 | 2.63 | 2.16 | 5.51 | 2.79 | 2.35 | … | … | 0.52 | 2.66 | 1.60 | 1.37 | 1.28 | 4.90 | 5.25 | 1.82 | 1.65 | 2.36 | 2.67 | 1.90 | 1.82 | 2.51 | 2.72 | 1.64 | 1.31 | 3.39 | 1.05 | 1.24 | 2.03 | 1.43 | 1.07 | 1.46 | 1.28 | 1.51 | 2.07 | 1.62 | 1.59 | 1.71 | 2.17 | 0.59 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 08/16/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPY (Oppenheimer Holdings Inc.) |
-24.68%
Apr 2006 – Apr 2009 |
-22.39%
Jul 2007 – Jul 2012 |
-9.80%
Jul 2007 – Jul 2017 |
-2.07%
May 2001 – May 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPY (Oppenheimer Holdings Inc.) |
49.76%
Jul 1994 – Jul 1997 |
33.04%
Oct 2016 – Oct 2021 |
25.11%
Apr 2016 – Apr 2026 |
13.41%
Dec 1994 – Dec 2009 |
Annualized Rolling Returns Comparison Chart