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 |
|---|---|---|---|---|---|---|---|---|
| OPGIX (Oppenheimer Global Growth & Income Fd A) | -4.74% | -4.51% | -5.06% | -3.62% | 3.65% | 5.18% | 6.38% | 8.63% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OPGIX (Oppenheimer Global Growth & Income Fd A) | 12/20/1990 | 04/28/2025 |
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 12/20/1990.
AR inception is since 12/20/1990.
| 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.99 | -4.51 | -5.06 | -3.62 | 3.65 | 5.18 | 6.38 | 8.63 | -4.74 | -7.47 | 17.34 | -41.63 | -5.13 | 27.74 | 27.74 | -18.26 | 52.59 | 10.70 | 13.91 | -3.46 | 40.68 | 10.28 | -9.25 | 12.63 | 75.78 | -42.20 | 3.41 | 11.31 | 17.50 | 29.88 | 57.25 | -27.01 | -16.31 | -4.11 | 86.91 | 12.73 | 28.25 | 15.31 | 10.97 | -10.11 | 35.24 | -7.02 | 14.76 | 0.57 |
| Sharpe Ratio | NA | -0.52 | -0.44 | -0.24 | 0.08 | NA | NA | 0.32 | -0.69 | -0.94 | 0.68 | -1.24 | -0.24 | 0.77 | 1.35 | -0.99 | 4.06 | 0.54 | 0.84 | -0.23 | 2.73 | 0.59 | -0.34 | 0.60 | 2.33 | -0.99 | 0.02 | 0.53 | 1.44 | 1.54 | 2.58 | -1.21 | -0.72 | -0.32 | 5.57 | 0.61 | 2.16 | 1.57 | 0.82 | -1.49 | 5.58 | -1.24 | 1.24 | 0.41 |
| Standard Deviation(%) | NA | 19.18 | 23.58 | 23.96 | 23.05 | NA | NA | 20.71 | 26.64 | 15.01 | 19.48 | 34.73 | 21.48 | 35.46 | 19.49 | 19.93 | 12.86 | 19.50 | 16.62 | 15.35 | 14.88 | 17.49 | 27.62 | 20.91 | 32.47 | 43.57 | 18.09 | 15.29 | 10.68 | 18.75 | 21.92 | 23.32 | 26.33 | 25.59 | 15.02 | 15.51 | 11.42 | 7.45 | 8.67 | 8.76 | 5.92 | 7.51 | 8.83 | 54.96 |
| Draw Down(%) | NA | 23.34 | 28.27 | 56.99 | 56.99 | NA | NA | 62.57 | 19.92 | 9.49 | 25.17 | 48.56 | 20.94 | 36.98 | 11.44 | 32.01 | 7.25 | 19.72 | 13.66 | 18.68 | 7.02 | 17.64 | 23.27 | 13.77 | 24.01 | 54.83 | 13.80 | 17.65 | 10.23 | 21.86 | 19.65 | 39.99 | 40.90 | 30.92 | 6.48 | 25.54 | 9.25 | 8.07 | 6.40 | 14.98 | 1.98 | 10.54 | 5.71 | 5.42 |
| Yield(%) | 0.00 | 0.01 | 0.00 | 0.00 | 3.64 | 3.72 | 5.23 | 10.85 | 0.00 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 7.38 | 8.00 | 3.43 | 8.25 | 0.75 | 0.26 | 0.00 | 1.21 | 0.50 | 1.04 | 4.01 | 10.33 | 11.93 | 13.83 | 6.12 | 0.00 | 0.00 | 1.02 | 0.14 | 2.91 | 10.19 | 16.74 | 11.60 | 12.15 | 2.96 | 2.58 | 1.73 | 1.82 | 2.97 | 0.70 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPGIX (Oppenheimer Global Growth & Income Fd A) |
-25.26%
Feb 2000 - Feb 2003 |
-7.39%
Sep 2018 - Sep 2023 |
2.27%
Feb 2000 - Feb 2010 |
4.16%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPGIX (Oppenheimer Global Growth & Income Fd A) |
47.56%
Feb 1997 - Feb 2000 |
34.99%
Feb 1995 - Feb 2000 |
18.81%
Feb 2009 - Feb 2019 |
16.56%
Mar 2003 - Mar 2018 |
Annualized Rolling Returns Comparison Chart