Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/17/2020.
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
OAEIX (Oppenheimer Equity Income A) | NA | -9.43% | 0.36% | 0.85% | 6.68% | 6.24% | 6.79% | 7.46% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
OAEIX (Oppenheimer Equity Income A) | 03/12/1997 | 04/17/2020 |
The return data shown below all have the same latest date: 04/17/2020.
AR inception is since 03/12/1997.
AR inception is since 03/12/1997.
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | -0.20 | -9.43 | 0.36 | 0.85 | 6.68 | 6.24 | 6.79 | 7.46 | -16.89 | 23.55 | -10.46 | 12.59 | 14.67 | -9.82 | 10.05 | 31.63 | 19.15 | -6.43 | 20.86 | 42.22 | -35.56 | 2.55 | 13.56 | 9.25 | 16.68 | 28.62 | -14.71 | -1.20 | 14.97 | 5.84 | 20.15 | 16.17 |
Sharpe Ratio | NA | -0.37 | -0.04 | 0.01 | 0.37 | NA | NA | 0.32 | -0.94 | 2.07 | -0.79 | 1.55 | 0.93 | -0.64 | 0.90 | 2.98 | 1.48 | -0.26 | 1.15 | 1.62 | -0.90 | -0.03 | 0.98 | 0.70 | 1.41 | 1.80 | -0.64 | -0.20 | 0.50 | 0.15 | 0.85 | 1.17 |
Standard Deviation(%) | NA | 28.79 | 19.41 | 17.76 | 17.01 | NA | NA | 19.00 | 50.64 | 10.72 | 15.01 | 7.75 | 15.43 | 15.37 | 11.16 | 10.61 | 13.04 | 24.45 | 18.06 | 25.95 | 40.29 | 15.33 | 10.54 | 10.13 | 11.18 | 15.51 | 24.69 | 17.90 | 22.06 | 17.04 | 19.76 | 14.43 |
Draw Down(%) | NA | 33.66 | 33.66 | 33.66 | 33.66 | NA | NA | 53.54 | 33.66 | 6.30 | 19.88 | 4.22 | 14.57 | 16.13 | 9.38 | 6.25 | 12.15 | 24.98 | 15.59 | 25.81 | 49.12 | 11.46 | 9.54 | 7.72 | 7.80 | 15.14 | 29.32 | 23.11 | 12.40 | 16.04 | 24.34 | 10.61 |
Yield(%) | 0.00 | 7.19 | 6.45 | 5.51 | 6.98 | 6.65 | 6.91 | 7.05 | 0.40 | 8.10 | 8.31 | 3.33 | 2.53 | 7.90 | 8.05 | 7.64 | 4.47 | 2.65 | 2.10 | 4.31 | 2.72 | 15.01 | 8.10 | 10.87 | 8.37 | 0.85 | 0.00 | 1.99 | 34.63 | 17.43 | 3.75 | 37.49 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
OAEIX (Oppenheimer Equity Income A) |
-15.01%
Feb 2006 - Feb 2009 |
-5.04%
Feb 2004 - Feb 2009 |
0.46%
Feb 1999 - Feb 2009 |
5.51%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
OAEIX (Oppenheimer Equity Income A) |
28.43%
Feb 2009 - Feb 2012 |
24.45%
Feb 2009 - Feb 2014 |
14.25%
Feb 2009 - Feb 2019 |
10.14%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart