Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OSFYX (Oppenheimer Senior Floating Rate Plus Y) | NA | 15.58% | -0.26% | 3.02% | 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 |
|---|---|---|
| OSFYX (Oppenheimer Senior Floating Rate Plus Y) | 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 | 15.58 | -0.26 | 3.02 | NA | NA | NA | … | … | 2.30 | -4.90 | 2.19 | -3.85 | 4.11 | 13.34 | -3.18 | 1.14 | 2.44 |
| Sharpe Ratio | NA | 4.94 | -0.18 | 0.44 | NA | NA | NA | … | … | 4.53 | -0.50 | 0.20 | -2.22 | 1.88 | 4.78 | -1.30 | 0.49 | 4.82 |
| Standard Deviation(%) | NA | 3.14 | 6.44 | 5.17 | NA | NA | NA | … | … | 1.70 | 10.26 | 3.28 | 2.34 | 1.86 | 2.74 | 2.47 | 2.30 | 1.82 |
| Draw Down(%) | NA | 2.10 | 24.93 | 24.93 | NA | NA | NA | … | … | 0.37 | 23.61 | 5.73 | 6.89 | 0.94 | 3.50 | 6.73 | 3.37 | 0.40 |
| Yield(%) | 0.00 | 5.07 | 4.77 | 5.11 | 3.68 | 2.45 | 1.84 | … | … | 1.02 | 4.54 | 5.83 | 4.99 | 4.76 | 5.56 | 5.57 | 5.74 | 1.72 |
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 |
|---|---|---|---|---|
| OSFYX (Oppenheimer Senior Floating Rate Plus Y) |
-4.20%
Mar 2017 – Mar 2020 |
-0.84%
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 |
|---|---|---|---|---|
| OSFYX (Oppenheimer Senior Floating Rate Plus Y) |
8.02%
Feb 2016 – Feb 2019 |
4.01%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart