Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 03/17/2017.
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
OEQAX (Oppenheimer Equity A) | NA | 14.73% | 6.67% | 9.96% | 5.18% | 5.90% | 6.40% | 8.38% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
OEQAX (Oppenheimer Equity A) | 03/26/1980 | 03/17/2017 |
The return data shown below all have the same latest date: 03/17/2017.
AR inception is since 03/26/1980.
AR inception is since 03/26/1980.
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | -3.04 | 14.73 | 6.67 | 9.96 | 5.18 | 5.90 | 6.40 | 8.38 | 3.98 | 5.05 | -0.40 | 12.82 | 29.89 | 13.61 | -2.92 | 12.02 | 38.79 | -43.84 | 10.69 | 10.34 | 8.17 | 10.83 | 26.26 | -17.34 | -10.43 | -5.58 | 18.28 | 21.29 | 27.48 | 19.90 | 22.87 | -7.87 | 13.53 | 7.52 | 26.14 | -4.74 | 9.41 | 11.20 | -8.41 | 3.96 | 30.47 | -2.10 | 6.74 | 22.54 | -7.97 | 40.98 |
Sharpe Ratio | NA | 1.27 | 0.45 | 0.72 | 0.22 | NA | NA | 0.22 | 2.19 | 0.33 | -0.03 | 0.97 | 2.53 | 1.03 | -0.12 | 0.62 | 1.44 | -1.01 | 0.46 | 0.63 | 0.56 | 0.82 | 1.57 | -0.88 | -0.72 | -0.38 | 0.98 | 1.00 | -1.94 | 1.69 | 2.09 | -1.11 | 1.04 | 0.46 | 1.51 | -0.83 | 0.32 | 0.58 | -0.41 | -0.01 | 2.52 | -0.84 | 0.04 | 0.62 | -0.99 | 3.17 |
Standard Deviation(%) | NA | 11.45 | 14.46 | 13.91 | 22.30 | NA | NA | 17.85 | 9.35 | 14.77 | 15.99 | 13.17 | 11.79 | 13.33 | 24.21 | 19.16 | 26.88 | 44.19 | 16.59 | 11.24 | 10.71 | 12.05 | 16.26 | 20.97 | 17.87 | 25.44 | 15.40 | 18.00 | 14.28 | 9.60 | 9.11 | 9.79 | 11.00 | 11.08 | 14.78 | 12.05 | 11.55 | 11.25 | 30.09 | 17.12 | 10.02 | 10.47 | 14.98 | 23.98 | 18.04 | 15.43 |
Draw Down(%) | NA | 7.14 | 19.85 | 19.85 | 57.97 | NA | NA | 57.97 | 3.97 | 14.70 | 13.37 | 9.10 | 6.15 | 10.51 | 21.38 | 17.29 | 21.72 | 54.40 | 11.79 | 10.29 | 6.50 | 10.83 | 12.92 | 24.20 | 27.35 | 20.89 | 11.59 | 22.55 | 8.75 | 7.45 | 6.20 | 14.47 | 8.90 | 11.91 | 13.69 | 18.03 | 11.73 | 6.46 | 31.99 | 15.36 | 5.56 | 15.70 | 17.06 | 17.97 | 23.81 | 9.91 |
Yield(%) | 0.00 | 4.92 | 5.19 | 4.44 | 3.61 | 4.63 | 5.69 | 11.72 | 0.00 | 4.77 | 9.22 | 0.66 | 0.86 | 1.24 | 0.71 | 0.64 | 0.82 | 0.49 | 15.37 | 7.38 | 11.48 | 9.93 | 0.00 | 0.70 | 1.30 | 5.87 | 9.31 | 9.31 | 14.63 | 14.99 | 2.91 | 2.45 | 2.65 | 2.69 | 3.77 | 3.56 | 4.33 | 4.37 | 4.61 | 5.38 | 3.99 | 3.66 | 3.90 | 4.45 | 3.91 | 5.30 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
OEQAX (Oppenheimer Equity A) |
-16.27%
Feb 2006 - Feb 2009 |
-6.87%
Feb 2004 - Feb 2009 |
-2.73%
Feb 1999 - Feb 2009 |
3.08%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
OEQAX (Oppenheimer Equity A) |
25.34%
Mar 1997 - Mar 2000 |
22.13%
Mar 1995 - Mar 2000 |
15.82%
Aug 1990 - Aug 2000 |
12.23%
Jul 1984 - Jul 1999 |
Annualized Rolling Returns Comparison Chart