Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OYRDX (Oppenheimer Rising Dividends Y) | 3.57% | 16.88% | 16.32% | 8.02% | 10.58% | 10.30% | 8.85% | … | … |
Data as of 06/10/2026, Common starting date is 12/10/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OYRDX (Oppenheimer Rising Dividends Y) | 12/10/1997 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.24 | 16.88 | 16.32 | 8.02 | 10.58 | 10.30 | 8.85 | … | … | 3.57 | 17.77 | 19.68 | 18.02 | -16.35 | 13.45 | 11.78 | 29.92 | -6.31 | 17.02 | 5.09 | -0.30 | 11.19 | 27.49 | 12.87 | 2.60 | 13.53 | 18.92 | -31.10 | 13.00 | 16.21 | 6.07 | 12.89 | 27.34 | -18.68 | -7.63 | 13.09 | 0.07 | 5.85 | -3.84 |
| Sharpe Ratio | NA | 1.52 | 1.06 | 0.36 | 0.50 | NA | NA | … | … | 0.70 | 0.92 | 1.46 | 1.22 | -0.79 | 0.78 | 0.32 | 2.22 | -0.48 | 2.53 | 0.33 | -0.02 | 0.90 | 2.42 | 0.98 | 0.11 | 0.79 | 0.79 | -0.84 | 0.64 | 1.30 | 0.37 | 1.20 | 1.67 | -0.85 | -0.66 | 0.45 | -0.21 | 0.15 | -2.03 |
| Standard Deviation(%) | NA | 11.01 | 13.10 | 16.31 | 18.16 | NA | NA | … | … | 12.80 | 16.33 | 10.97 | 11.84 | 22.67 | 17.21 | 36.16 | 12.83 | 16.00 | 6.50 | 14.80 | 15.58 | 12.44 | 11.36 | 13.20 | 23.38 | 16.91 | 23.74 | 38.19 | 15.57 | 9.91 | 10.19 | 9.96 | 15.99 | 23.43 | 15.42 | 19.66 | 15.77 | 16.25 | 26.85 |
| Draw Down(%) | NA | 9.81 | 16.02 | 28.48 | 36.69 | NA | NA | … | … | 9.81 | 16.02 | 6.99 | 10.49 | 21.75 | 12.79 | 36.69 | 5.82 | 19.93 | 2.50 | 10.96 | 12.12 | 9.11 | 5.66 | 11.33 | 18.28 | 14.04 | 23.30 | 41.80 | 10.67 | 8.12 | 6.57 | 6.31 | 15.83 | 30.96 | 18.84 | 16.73 | 17.88 | 19.68 | 7.05 |
| Yield(%) | 0.00 | 8.01 | 9.91 | 5.82 | 7.08 | 8.08 | 7.13 | … | … | 0.00 | 8.61 | 13.20 | 8.29 | 1.05 | 0.90 | 1.17 | 5.15 | 7.79 | 10.21 | 6.05 | 6.92 | 9.66 | 12.93 | 1.90 | 1.45 | 2.02 | 2.50 | 1.63 | 19.60 | 11.45 | 20.38 | 1.21 | 0.41 | 0.00 | 2.01 | 2.41 | 12.13 | 1.19 | 0.73 |
Data as of 06/10/2026, Common starting date is 12/10/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OYRDX (Oppenheimer Rising Dividends Y) |
-9.25%
Feb 2006 – Feb 2009 |
-5.18%
Mar 1998 – Mar 2003 |
0.26%
Feb 1999 – Feb 2009 |
4.37%
Apr 1998 – Apr 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OYRDX (Oppenheimer Rising Dividends Y) |
21.32%
Feb 2009 – Feb 2012 |
18.94%
Feb 2009 – Feb 2014 |
12.89%
Feb 2009 – Feb 2019 |
11.68%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart