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
OREAX (Oppenheimer Real Estate A) NA -13.43% -2.70% 0.46% 7.26% 6.28% NA 9.11%
More Performance Analytics Comparison
Name Start Date End Date
OREAX (Oppenheimer Real Estate A) 12/26/2002 04/17/2020
The return data shown below all have the same latest date: 04/17/2020.
AR inception is since 12/26/2002.
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
Annualized Return (%) -2.81 -13.43 -2.70 0.46 7.26 6.28 NA 9.11 -22.11 25.92 -5.96 3.81 6.07 2.39 31.40 2.84 15.65 8.12 27.28 29.97 -39.27 -14.78 35.52 14.14 36.31 39.73 -0.63
Sharpe Ratio NA -0.37 -0.15 -0.01 0.32 NA NA 0.26 -0.82 1.96 -0.45 0.31 0.35 0.13 2.70 0.18 1.10 0.27 0.98 0.45 -0.55 -0.68 2.22 0.81 2.10 3.42 -2.59
Standard Deviation(%) NA 39.49 25.39 22.25 21.61 NA NA 30.56 70.38 12.48 16.30 10.22 16.89 17.77 11.61 15.67 14.24 29.78 27.85 67.02 72.94 26.06 14.58 14.84 16.84 11.40 16.14
Draw Down(%) NA 43.33 43.33 43.33 43.33 NA NA 73.71 43.33 5.66 13.33 6.30 15.18 16.98 7.28 18.06 9.54 23.46 17.43 41.88 62.95 27.93 9.63 10.49 18.05 6.43 1.34
Yield(%) 0.00 4.71 4.44 6.42 7.38 6.66 8.69 10.23 0.00 6.07 4.16 4.74 12.46 8.88 7.39 1.53 2.04 0.81 1.38 1.99 1.39 5.15 7.64 5.49 4.18 3.12 1.75
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OREAX (Oppenheimer Real Estate A) -25.32%
Mar 2006 - Mar 2009 		-8.13%
Mar 2004 - Mar 2009 		3.62%
Jan 2007 - Jan 2017 		6.14%
Mar 2005 - Mar 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OREAX (Oppenheimer Real Estate A) 42.42%
Mar 2009 - Mar 2012 		28.24%
Feb 2009 - Feb 2014 		17.60%
Mar 2009 - Mar 2019 		10.98%
Jan 2003 - Jan 2018
Annualized Rolling Returns Comparison Chart