Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OSFAX (Oppenheimer Senior Floating Rate Plus A) | NA | 15.32% | -0.52% | 2.76% | NA | NA | NA | … | … |
Data as of 04/23/2021, Common starting date is 09/18/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OSFAX (Oppenheimer Senior Floating Rate Plus A) | 09/18/2013 | 04/23/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.25 | 15.32 | -0.52 | 2.76 | NA | NA | NA | … | … | 2.25 | -5.13 | 1.91 | -3.89 | 3.74 | 13.19 | -3.43 | 0.78 | 2.38 |
| Sharpe Ratio | NA | 5.01 | -0.22 | 0.39 | NA | NA | NA | … | … | 4.49 | -0.52 | 0.16 | -2.20 | 1.66 | 4.83 | -1.45 | 0.33 | 4.94 |
| Standard Deviation(%) | NA | 3.05 | 6.43 | 5.17 | NA | NA | NA | … | … | 1.68 | 10.30 | 3.19 | 2.37 | 1.88 | 2.67 | 2.38 | 2.34 | 1.73 |
| Draw Down(%) | NA | 2.10 | 25.01 | 25.01 | NA | NA | NA | … | … | 0.37 | 23.55 | 5.80 | 6.79 | 0.94 | 3.41 | 6.86 | 3.53 | 0.40 |
| Yield(%) | 0.00 | 4.81 | 4.55 | 4.87 | 3.50 | 2.34 | 1.75 | … | … | 0.97 | 4.33 | 5.56 | 4.74 | 4.51 | 5.30 | 5.32 | 5.49 | 1.67 |
Data as of 04/23/2021, Common starting date is 09/18/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSFAX (Oppenheimer Senior Floating Rate Plus A) |
-4.44%
Mar 2017 – Mar 2020 |
-1.09%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSFAX (Oppenheimer Senior Floating Rate Plus A) |
7.79%
Feb 2016 – Feb 2019 |
3.75%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart