Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OTGBX (Oppenheimer Capital Appreciation Fd Cl B) | NA | 14.41% | 7.33% | 12.72% | 6.37% | 6.75% | 5.36% | … | … |
Data as of 06/22/2018, Common starting date is 12/20/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OTGBX (Oppenheimer Capital Appreciation Fd Cl B) | 12/20/1995 | 06/22/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 0.00 | 14.41 | 7.33 | 12.72 | 6.37 | 6.75 | 5.36 | … | … | 5.46 | 25.55 | -3.11 | 2.44 | 14.18 | 28.23 | 12.73 | -2.44 | 8.27 | 42.41 | -46.30 | 12.88 | 6.63 | 3.78 | 5.48 | 28.46 | -26.83 | -13.35 | -2.05 | 40.99 | 23.03 | 25.25 | 13.68 | -7.34 |
| Sharpe Ratio | NA | 1.01 | 0.45 | 0.83 | 0.29 | NA | NA | … | … | 0.62 | 3.17 | -0.20 | 0.14 | 0.96 | 2.31 | 0.92 | -0.10 | 0.44 | 1.64 | -1.09 | 0.58 | 0.27 | 0.16 | 0.39 | 1.60 | -1.07 | -0.69 | -0.22 | 1.91 | 0.83 | 1.31 | 0.58 | -1.69 |
| Standard Deviation(%) | NA | 13.30 | 15.17 | 14.54 | 21.37 | NA | NA | … | … | 17.26 | 7.89 | 16.75 | 16.92 | 14.73 | 12.23 | 13.97 | 24.32 | 18.49 | 25.86 | 43.28 | 16.94 | 12.28 | 10.17 | 11.68 | 17.40 | 26.05 | 22.93 | 27.57 | 19.82 | 23.65 | 16.56 | 17.50 | 58.67 |
| Draw Down(%) | NA | 10.54 | 20.36 | 20.36 | 52.91 | NA | NA | … | … | 10.54 | 2.77 | 15.54 | 14.93 | 8.87 | 7.04 | 10.34 | 19.69 | 17.52 | 18.90 | 55.51 | 10.57 | 12.01 | 6.22 | 10.61 | 13.61 | 36.07 | 33.03 | 21.06 | 12.54 | 31.41 | 9.99 | 14.49 | 8.42 |
| Yield(%) | 0.00 | 11.81 | 9.51 | 12.11 | 6.17 | 6.00 | 5.23 | … | … | 0.00 | 13.55 | 5.02 | 15.05 | 18.67 | 5.88 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.58 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.27 | 10.26 | 8.23 | 7.41 | 14.91 | 0.23 | 0.81 |
Data as of 06/22/2018, Common starting date is 12/20/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OTGBX (Oppenheimer Capital Appreciation Fd Cl B) |
-19.35%
Mar 2000 – Mar 2003 |
-8.88%
Feb 2004 – Feb 2009 |
-4.68%
Aug 2000 – Aug 2010 |
1.24%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OTGBX (Oppenheimer Capital Appreciation Fd Cl B) |
36.36%
Mar 1997 – Mar 2000 |
20.01%
Jan 1996 – Jan 2001 |
8.03%
Jan 1996 – Jan 2006 |
7.79%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart