Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UGTBX (Oppenheimer Limited-Term Bond Fund B) | NA | -0.39% | 0.33% | 0.76% | 2.19% | 2.29% | 3.16% | … | … |
Data as of 06/22/2018, Common starting date is 07/28/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UGTBX (Oppenheimer Limited-Term Bond Fund B) | 07/28/1995 | 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 | -0.39 | 0.33 | 0.76 | 2.19 | 2.29 | 3.16 | … | … | -0.64 | 1.28 | 1.26 | -0.34 | 0.37 | -0.09 | 3.15 | 6.80 | 7.14 | 6.35 | -3.13 | 5.84 | 3.14 | 1.38 | 3.72 | 1.06 | 9.92 | 6.11 | 9.52 | -1.41 | 5.46 | 9.54 | 3.41 | 5.65 |
| Sharpe Ratio | NA | -1.02 | -0.10 | 0.31 | 0.52 | NA | NA | … | … | -1.65 | 0.50 | 0.68 | -0.24 | 0.27 | -0.08 | 1.24 | 1.93 | 1.83 | 1.10 | -0.44 | 0.78 | -0.05 | -0.25 | 0.71 | 0.09 | 2.07 | 0.73 | 1.50 | -1.18 | 0.53 | 1.52 | -0.02 | 2.62 |
| Standard Deviation(%) | NA | 1.32 | 1.46 | 1.46 | 3.78 | NA | NA | … | … | 1.52 | 1.31 | 1.54 | 1.55 | 1.30 | 1.63 | 2.51 | 3.51 | 3.85 | 5.69 | 9.17 | 3.65 | 3.40 | 3.11 | 3.92 | 4.17 | 4.25 | 5.30 | 3.66 | 3.92 | 4.05 | 3.95 | 5.05 | 3.87 |
| Draw Down(%) | NA | 1.39 | 1.49 | 1.76 | 15.20 | NA | NA | … | … | 1.00 | 0.66 | 1.33 | 1.63 | 1.06 | 2.15 | 1.41 | 1.99 | 3.14 | 3.97 | 15.28 | 2.44 | 2.53 | 2.60 | 4.21 | 4.23 | 2.20 | 4.67 | 2.31 | 3.52 | 3.01 | 1.99 | 3.27 | 0.74 |
| Yield(%) | 0.00 | 1.59 | 0.79 | 1.27 | 2.47 | 2.78 | 3.34 | … | … | 0.69 | 1.50 | 1.26 | 1.34 | 1.87 | 1.89 | 3.86 | 3.80 | 3.31 | 4.81 | 4.14 | 3.89 | 3.99 | 3.63 | 4.79 | 2.38 | 4.53 | 4.79 | 5.72 | 5.12 | 5.12 | 6.37 | 6.12 | 2.82 |
Data as of 06/22/2018, Common starting date is 07/28/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UGTBX (Oppenheimer Limited-Term Bond Fund B) |
-0.02%
Dec 2012 – Dec 2015 |
0.36%
Apr 2013 – Apr 2018 |
2.04%
Apr 2008 – Apr 2018 |
2.29%
May 2003 – May 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UGTBX (Oppenheimer Limited-Term Bond Fund B) |
8.57%
Jan 2000 – Jan 2003 |
6.44%
Oct 1996 – Oct 2001 |
5.33%
Aug 1995 – Aug 2005 |
4.86%
Aug 1995 – Aug 2010 |
Annualized Rolling Returns Comparison Chart