Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OVSRX (Oppenheimer Small Cap Value Fund R) | NA | -39.31% | -15.01% | NA | NA | NA | NA | … | … |
Data as of 04/17/2020, Common starting date is 12/08/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OVSRX (Oppenheimer Small Cap Value Fund R) | 12/08/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.43 | -39.31 | -15.01 | NA | NA | NA | NA | … | … | -40.35 | 17.79 | -21.50 | 5.09 | 24.88 | -1.82 |
| Sharpe Ratio | NA | -0.91 | -0.57 | NA | NA | NA | NA | … | … | -1.10 | 0.90 | -1.31 | 0.37 | 1.42 | -1.37 |
| Standard Deviation(%) | NA | 44.30 | 28.35 | NA | NA | NA | NA | … | … | 75.94 | 18.27 | 17.48 | 12.02 | 17.32 | 18.39 |
| Draw Down(%) | NA | 53.06 | 58.14 | NA | NA | NA | NA | … | … | 52.90 | 16.92 | 31.98 | 8.98 | 13.77 | 4.04 |
| Yield(%) | 0.00 | 0.48 | 1.81 | 1.43 | 0.72 | 0.48 | 0.36 | … | … | 0.00 | 0.56 | 3.41 | 1.34 | 0.64 | 0.00 |
Data as of 04/17/2020, Common starting date is 12/08/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OVSRX (Oppenheimer Small Cap Value Fund R) |
-17.40%
Mar 2017 – Mar 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OVSRX (Oppenheimer Small Cap Value Fund R) |
10.10%
Feb 2016 – Feb 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart