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 |
---|---|---|---|---|---|---|---|---|
OPOCX (Oppenheimer Discovery Fd Cl A) | -10.84% | -6.24% | 2.96% | 1.82% | 5.90% | 9.14% | 8.27% | 7.96% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
OPOCX (Oppenheimer Discovery Fd Cl A) | 01/07/1987 | 04/28/2025 |
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 01/07/1987.
AR inception is since 01/07/1987.
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 | 1989 | 1988 | 1987 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 9.15 | -6.24 | 2.96 | 1.82 | 5.90 | 9.14 | 8.27 | 7.96 | -10.84 | 15.11 | 17.02 | -31.26 | -5.05 | 34.66 | 36.81 | -4.15 | 29.04 | 4.25 | 1.87 | -2.10 | 46.10 | 16.92 | 1.60 | 27.75 | 27.31 | -38.57 | 25.83 | 4.84 | 1.34 | 3.98 | 38.98 | -24.10 | -11.59 | -13.91 | 51.29 | -2.07 | 10.33 | 14.71 | 25.56 | -15.43 | 14.84 | 16.63 | 64.31 | -18.12 | 25.08 | 19.69 | -4.78 |
Sharpe Ratio | NA | -0.42 | -0.09 | -0.01 | 0.15 | NA | NA | 0.25 | -0.92 | 0.39 | 0.68 | -0.98 | -0.15 | 0.87 | 1.94 | -0.16 | 2.19 | 0.22 | 0.10 | -0.11 | 2.84 | 0.98 | 0.05 | 1.19 | 1.05 | -1.03 | 1.18 | 0.08 | -0.05 | 0.15 | 1.81 | -1.07 | -0.55 | -0.44 | 2.60 | -0.23 | 0.46 | 0.79 | 1.64 | -1.38 | 0.89 | 0.91 | 3.26 | -1.52 | 1.57 | 1.24 | -0.30 |
Standard Deviation(%) | NA | 28.01 | 25.57 | 28.27 | 26.95 | NA | NA | 23.17 | 36.89 | 21.81 | 18.81 | 33.26 | 33.81 | 39.26 | 18.25 | 33.71 | 13.05 | 18.77 | 17.80 | 20.05 | 16.22 | 17.44 | 31.42 | 23.25 | 25.84 | 38.09 | 19.37 | 19.15 | 15.80 | 20.02 | 21.15 | 23.54 | 25.57 | 41.17 | 18.50 | 23.44 | 14.91 | 14.07 | 13.27 | 13.37 | 14.28 | 15.44 | 18.48 | 15.31 | 12.37 | 12.08 | 29.92 |
Draw Down(%) | NA | 32.96 | 32.96 | 53.07 | 53.07 | NA | NA | 64.17 | 26.99 | 14.38 | 16.26 | 37.59 | 29.71 | 36.18 | 11.66 | 29.30 | 5.91 | 20.02 | 14.38 | 20.34 | 5.82 | 11.47 | 26.58 | 17.76 | 20.89 | 48.66 | 10.86 | 19.95 | 12.09 | 24.17 | 12.89 | 34.59 | 30.78 | 44.96 | 17.04 | 39.87 | 20.43 | 16.05 | 10.39 | 19.89 | 13.20 | 22.74 | 8.86 | 24.02 | 14.38 | 7.27 | 34.59 |
Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 4.54 | 7.49 | 7.35 | 12.95 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 8.34 | 15.33 | 14.21 | 4.44 | 6.60 | 8.89 | 9.92 | 8.08 | 5.54 | 0.00 | 0.00 | 0.98 | 1.20 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 19.73 | 6.43 | 2.98 | 2.19 | 8.47 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.85 | 1.67 | 0.92 | 0.44 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
OPOCX (Oppenheimer Discovery Fd Cl A) |
-25.24%
Feb 2000 - Feb 2003 |
-8.93%
Feb 2000 - Feb 2005 |
-4.07%
Feb 2000 - Feb 2010 |
1.22%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
OPOCX (Oppenheimer Discovery Fd Cl A) |
33.40%
Oct 1990 - Oct 1993 |
27.54%
Feb 2009 - Feb 2014 |
17.73%
Feb 1990 - Feb 2000 |
13.30%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart