Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/28/2025.
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
OIDAX (Oppenheimer International Diversified A) | 4.54% | -1.47% | -2.24% | 0.12% | 1.18% | 3.51% | NA | 4.21% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
OIDAX (Oppenheimer International Diversified A) | 10/12/2005 | 04/28/2025 |
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 10/12/2005.
AR inception is since 10/12/2005.
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 3.57 | -1.47 | -2.24 | 0.12 | 1.18 | 3.51 | NA | 4.21 | 4.54 | -5.81 | 15.43 | -34.63 | -3.46 | 20.11 | 24.60 | -14.61 | 32.40 | 0.63 | 0.67 | -6.76 | 25.09 | 20.79 | -15.11 | 17.78 | 49.45 | -43.90 | 12.38 | 25.81 | 6.64 |
Sharpe Ratio | NA | -0.42 | -0.38 | -0.12 | -0.03 | NA | NA | 0.16 | 0.50 | -0.93 | 0.86 | -1.36 | -0.23 | 0.71 | 1.98 | -1.13 | 4.49 | 0.03 | 0.05 | -0.66 | 2.44 | 1.51 | -0.66 | 0.96 | 2.09 | -1.40 | 0.56 | 1.69 | 4.33 |
Standard Deviation(%) | NA | 16.43 | 18.39 | 17.95 | 17.19 | NA | NA | 18.01 | 21.23 | 13.36 | 13.14 | 26.59 | 14.84 | 27.86 | 11.69 | 14.14 | 7.10 | 15.35 | 13.32 | 10.32 | 10.27 | 13.89 | 22.94 | 18.34 | 23.63 | 31.87 | 16.79 | 13.44 | 7.30 |
Draw Down(%) | NA | 20.50 | 21.03 | 44.00 | 44.00 | NA | NA | 58.57 | 13.79 | 13.82 | 15.23 | 35.20 | 14.27 | 31.73 | 7.75 | 23.36 | 2.63 | 10.63 | 14.64 | 12.52 | 8.32 | 12.98 | 23.71 | 16.01 | 21.69 | 52.23 | 13.46 | 17.62 | 2.93 |
Yield(%) | 0.00 | 1.32 | 0.66 | 0.79 | 0.94 | 1.42 | 2.06 | 2.17 | 0.00 | 1.34 | 0.44 | 0.29 | 0.48 | 1.00 | 2.63 | 0.69 | 0.50 | 0.42 | 0.96 | 0.61 | 0.95 | 2.04 | 2.07 | 2.19 | 2.91 | 3.14 | 4.50 | 2.77 | 2.39 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
OIDAX (Oppenheimer International Diversified A) |
-13.75%
Feb 2006 - Feb 2009 |
-4.21%
Dec 2017 - Dec 2022 |
0.41%
Oct 2013 - Oct 2023 |
1.37%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
OIDAX (Oppenheimer International Diversified A) |
24.45%
Feb 2009 - Feb 2012 |
21.11%
Feb 2009 - Feb 2014 |
11.95%
Feb 2009 - Feb 2019 |
7.78%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart