Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OAANX (Oppenheimer Active Allctn Fd Cl N Shs) | 9.81% | 20.12% | 13.66% | 3.49% | 6.11% | 5.87% | 4.65% | … | … |
Data as of 06/11/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OAANX (Oppenheimer Active Allctn Fd Cl N 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 (%) | -1.22 | 20.12 | 13.66 | 3.49 | 6.11 | 5.87 | 4.65 | … | … | 9.81 | 15.23 | 9.46 | 13.30 | -22.08 | 6.73 | 0.72 | 23.00 | -9.88 | 19.02 | 4.11 | -1.39 | 3.16 | 22.36 | 12.99 | -5.41 | 14.73 | 27.08 | -40.66 | 5.30 | 13.78 | 8.82 |
| Sharpe Ratio | NA | 1.53 | 0.89 | 0.06 | 0.29 | NA | NA | … | … | 1.36 | 0.93 | 0.59 | 0.98 | -1.33 | 0.55 | 0.02 | 2.34 | -0.93 | 3.36 | 0.34 | -0.13 | 0.34 | 2.19 | 1.34 | -0.31 | 1.04 | 1.25 | -1.32 | 0.17 | 1.16 | 1.44 |
| Standard Deviation(%) | NA | 10.98 | 11.55 | 12.96 | 14.16 | NA | NA | … | … | 13.15 | 13.31 | 9.90 | 9.88 | 17.76 | 12.20 | 27.69 | 9.18 | 12.22 | 5.48 | 11.44 | 11.24 | 9.23 | 10.19 | 9.71 | 17.40 | 14.07 | 21.50 | 31.53 | 12.52 | 8.95 | 6.82 |
| Draw Down(%) | NA | 7.93 | 13.34 | 31.45 | 31.45 | NA | NA | … | … | 7.93 | 13.34 | 5.84 | 10.24 | 25.73 | 9.50 | 31.21 | 5.26 | 18.11 | 1.51 | 10.17 | 11.26 | 7.70 | 6.48 | 8.75 | 17.50 | 10.74 | 22.08 | 48.78 | 9.41 | 8.77 | 4.38 |
| Yield(%) | 0.00 | 5.16 | 4.91 | 2.83 | 3.40 | 3.23 | 2.86 | … | … | 0.00 | 5.44 | 5.82 | 3.19 | 0.88 | 1.93 | 0.65 | 9.69 | 1.40 | 1.04 | 0.76 | 1.23 | 0.75 | 1.35 | 1.43 | 1.91 | 1.12 | 1.14 | 3.08 | 4.87 | 2.52 | 2.19 |
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 |
|---|---|---|---|---|
| OAANX (Oppenheimer Active Allctn Fd Cl N Shs) |
-16.22%
Feb 2006 – Feb 2009 |
-4.10%
May 2007 – May 2012 |
2.07%
Oct 2013 – Oct 2023 |
1.31%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OAANX (Oppenheimer Active Allctn Fd Cl N Shs) |
20.06%
Feb 2009 – Feb 2012 |
17.36%
Feb 2009 – Feb 2014 |
10.74%
Feb 2009 – Feb 2019 |
7.64%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart