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 |
|---|---|---|---|---|---|---|---|---|
| OPSIX (Oppenheimer Strat Income Fund) | 2.92% | 8.12% | 3.89% | 3.25% | 1.36% | 2.89% | 3.67% | 5.67% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OPSIX (Oppenheimer Strat Income Fund) | 11/21/1989 | 04/28/2025 |
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 11/21/1989.
AR inception is since 11/21/1989.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.96 | 8.12 | 3.89 | 3.25 | 1.36 | 2.89 | 3.67 | 5.67 | 2.92 | 2.77 | 8.63 | -11.88 | -3.35 | 3.51 | 10.59 | -4.70 | 6.22 | 6.37 | -2.33 | 3.11 | -0.94 | 14.27 | 0.90 | 17.25 | 22.17 | -16.09 | 9.15 | 7.65 | 3.99 | 9.35 | 19.65 | 5.36 | 3.48 | 2.19 | 4.08 | 1.70 | 8.37 | 13.32 | 15.13 | -4.64 | 17.21 | 5.84 | 19.31 | 6.62 | 2.86 |
| Sharpe Ratio | NA | 0.48 | -0.11 | 0.14 | -0.05 | NA | NA | 0.70 | 1.03 | -0.64 | 0.64 | -1.60 | -0.79 | 0.23 | 2.36 | -1.70 | 2.12 | 1.80 | -0.77 | 1.05 | -0.25 | 4.11 | 0.17 | 3.37 | 4.08 | -2.16 | 1.57 | 1.10 | 0.41 | 1.72 | 4.87 | 1.04 | 0.23 | -0.44 | 0.22 | -0.35 | 1.40 | 2.53 | 2.78 | -1.63 | 4.00 | 0.76 | 3.64 | 0.27 | 5.48 |
| Standard Deviation(%) | NA | 5.97 | 7.07 | 6.43 | 6.60 | NA | NA | 5.20 | 6.51 | 5.95 | 6.85 | 8.30 | 4.27 | 14.10 | 3.90 | 3.56 | 2.65 | 3.42 | 3.06 | 2.96 | 3.91 | 3.49 | 5.30 | 5.09 | 5.42 | 7.84 | 3.94 | 3.99 | 4.40 | 4.89 | 3.89 | 4.08 | 5.09 | 4.35 | 3.96 | 4.70 | 3.44 | 3.84 | 4.06 | 4.65 | 3.77 | 4.49 | 4.25 | 5.04 | 4.75 |
| Draw Down(%) | NA | 4.12 | 11.72 | 22.39 | 25.12 | NA | NA | 25.42 | 3.47 | 4.12 | 5.39 | 19.34 | 6.09 | 25.12 | 2.53 | 6.17 | 1.52 | 3.04 | 5.73 | 4.01 | 7.25 | 2.36 | 7.51 | 3.85 | 8.00 | 25.42 | 2.36 | 4.28 | 3.00 | 4.71 | 3.73 | 4.81 | 5.57 | 4.57 | 3.29 | 6.19 | 2.00 | 1.73 | 1.98 | 7.60 | 1.92 | 3.77 | 1.43 | 4.75 | 0.20 |
| Yield(%) | 0.00 | 3.68 | 4.05 | 3.55 | 3.41 | 4.28 | 4.68 | 5.89 | 0.00 | 4.92 | 5.10 | 2.93 | 2.44 | 2.72 | 4.83 | 4.77 | 4.31 | 3.92 | 4.22 | 5.06 | 5.01 | 6.04 | 6.13 | 8.04 | 7.14 | 5.71 | 6.58 | 5.02 | 7.13 | 6.45 | 6.25 | 6.65 | 9.26 | 9.49 | 8.65 | 8.21 | 8.45 | 9.48 | 9.60 | 8.39 | 9.86 | 9.05 | 11.81 | 11.89 | 2.24 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPSIX (Oppenheimer Strat Income Fund) |
-5.58%
Oct 2019 - Oct 2022 |
-2.67%
Sep 2017 - Sep 2022 |
0.10%
Sep 2012 - Sep 2022 |
2.14%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPSIX (Oppenheimer Strat Income Fund) |
17.25%
Feb 2009 - Feb 2012 |
11.99%
Feb 2009 - Feb 2014 |
8.73%
Feb 1990 - Feb 2000 |
8.40%
Feb 1990 - Feb 2005 |
Annualized Rolling Returns Comparison Chart