Performance Comparison
Comparison Box

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.
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