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
OPPEX (Oppenheimer Equity Income Fund A) NA -16.41% -3.75% -1.02% 3.20% 3.02% 3.96% 7.07%
More Performance Analytics Comparison
Name Start Date End Date
OPPEX (Oppenheimer Equity Income Fund A) 06/27/1973 04/17/2020
The return data shown below all have the same latest date: 04/17/2020.
AR inception is since 06/27/1973.
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 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986 1985 1984 1983 1982 1981 1980 1979 1978 1977 1976 1975 1974 1973
Annualized Return (%) -1.09 -16.41 -3.75 -1.02 3.20 3.02 3.96 7.07 -19.54 10.75 -4.15 6.98 7.26 -0.77 4.77 9.20 11.10 4.21 11.63 18.10 -23.23 -1.85 15.16 2.44 10.28 33.49 -16.16 -0.19 16.82 -6.24 10.32 29.68 20.07 25.13 -4.11 12.65 5.21 15.78 -3.00 15.51 13.80 -0.83 7.76 28.51 -2.61 6.80 30.52 -0.96 2.14 20.51 -1.64 -13.20 23.08 46.37 -15.77 7.25
Sharpe Ratio NA -1.01 -0.46 -0.20 0.40 NA NA 0.32 -1.69 2.30 -1.08 2.57 1.65 -0.17 1.38 2.52 2.41 0.66 2.19 1.52 -1.01 -0.62 2.03 0.04 1.47 4.11 -1.05 -0.18 0.91 -0.88 0.57 2.18 1.87 3.51 -1.04 1.79 0.48 1.54 -0.95 1.05 1.04 -0.29 0.36 3.44 -1.02 0.03 1.91 -0.90 -0.26 1.51 -0.53 -1.35 1.07 3.11 -1.19 0.57
Standard Deviation(%) NA 17.41 10.61 8.66 6.99 NA NA 11.66 31.36 4.06 5.06 2.48 4.25 4.56 3.45 3.63 4.61 6.31 5.27 11.82 23.94 7.92 5.88 6.46 6.36 7.97 16.45 14.17 14.11 10.73 12.34 11.96 8.80 6.07 6.81 5.88 5.85 7.76 8.69 9.36 8.71 16.44 9.78 6.77 9.16 25.26 11.99 12.16 22.52 8.86 12.57 12.48 18.22 13.55 17.77 16.11
Draw Down(%) NA 29.61 29.61 29.61 29.61 NA NA 45.25 29.61 2.51 7.54 1.19 2.86 4.11 2.89 3.33 2.30 5.90 4.54 19.86 40.92 9.54 3.45 5.66 6.57 6.04 28.12 18.34 7.88 13.70 14.11 8.81 4.58 3.94 7.97 2.99 4.17 4.63 10.26 6.50 5.06 21.62 11.04 4.94 15.81 29.02 9.87 13.66 19.28 7.31 18.20 14.69 14.90 11.03 32.26 17.48
Yield(%) 0.00 3.53 3.00 2.91 3.78 4.35 4.90 9.96 1.14 3.15 2.67 2.74 2.84 2.84 3.21 3.36 4.21 4.05 4.41 0.69 15.43 11.72 3.53 7.59 7.37 5.29 4.04 6.46 8.56 10.91 11.42 10.65 8.05 5.25 4.80 5.14 4.92 5.74 5.15 5.95 5.99 7.03 5.72 6.62 7.91 5.97 5.47 6.31 5.56 6.38 5.72 4.55 5.20 6.68 4.99 3.67
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OPPEX (Oppenheimer Equity Income Fund A) -8.81%
Feb 2006 - Feb 2009 		-3.33%
Feb 2004 - Feb 2009 		0.80%
Feb 1999 - Feb 2009 		2.84%
Mar 2005 - Mar 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OPPEX (Oppenheimer Equity Income Fund A) 25.14%
Mar 1995 - Mar 1998 		19.25%
Jun 1982 - Jun 1987 		12.76%
Mar 1988 - Mar 1998 		12.93%
Jul 1982 - Jul 1997
Annualized Rolling Returns Comparison Chart