Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OAACX (Oppenheimer Active Allctn Fd Cl C Shs) | 9.54% | 19.46% | 13.11% | 2.93% | 5.54% | 5.31% | 4.07% | … | … |
Data as of 06/11/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OAACX (Oppenheimer Active Allctn Fd Cl C Shs) | 04/08/2005 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.25 | 19.46 | 13.11 | 2.93 | 5.54 | 5.31 | 4.07 | … | … | 9.54 | 14.67 | 8.99 | 12.63 | -22.49 | 5.99 | 0.06 | 22.36 | -10.30 | 18.50 | 3.48 | -1.80 | 3.02 | 21.21 | 12.50 | -6.02 | 13.88 | 26.08 | -40.95 | 4.76 | 13.09 | 8.41 |
| Sharpe Ratio | NA | 1.47 | 0.84 | 0.02 | 0.25 | NA | NA | … | … | 1.31 | 0.89 | 0.54 | 0.92 | -1.35 | 0.49 | -0.01 | 2.27 | -0.95 | 3.26 | 0.28 | -0.16 | 0.33 | 2.07 | 1.29 | -0.35 | 0.99 | 1.21 | -1.32 | 0.13 | 1.09 | 1.34 |
| Standard Deviation(%) | NA | 11.00 | 11.58 | 12.98 | 14.21 | NA | NA | … | … | 13.16 | 13.36 | 9.97 | 9.83 | 17.81 | 12.16 | 27.81 | 9.20 | 12.31 | 5.49 | 11.48 | 11.26 | 9.09 | 10.23 | 9.71 | 17.41 | 13.98 | 21.53 | 31.58 | 12.58 | 8.92 | 6.90 |
| Draw Down(%) | NA | 7.98 | 13.47 | 31.88 | 31.88 | NA | NA | … | … | 7.98 | 13.41 | 5.91 | 10.40 | 26.05 | 9.66 | 31.31 | 5.29 | 18.51 | 1.62 | 10.24 | 11.37 | 7.83 | 6.49 | 8.88 | 17.66 | 11.15 | 22.19 | 49.02 | 9.48 | 8.81 | 4.40 |
| Yield(%) | 0.00 | 4.73 | 4.43 | 2.42 | 2.83 | 2.59 | 2.30 | … | … | 0.00 | 4.98 | 5.34 | 2.68 | 0.44 | 1.37 | 0.14 | 9.17 | 0.89 | 0.48 | 0.24 | 0.77 | 0.29 | 0.85 | 0.90 | 1.40 | 0.25 | 0.47 | 3.09 | 4.42 | 2.10 | 1.98 |
Data as of 06/11/2026, Common starting date is 04/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OAACX (Oppenheimer Active Allctn Fd Cl C Shs) |
-16.70%
Feb 2006 – Feb 2009 |
-4.71%
May 2007 – May 2012 |
1.53%
Oct 2013 – Oct 2023 |
0.74%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OAACX (Oppenheimer Active Allctn Fd Cl C Shs) |
19.26%
Feb 2009 – Feb 2012 |
16.66%
Feb 2009 – Feb 2014 |
10.12%
Feb 2009 – Feb 2019 |
7.03%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
