Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
OPIYX (Oppenheimer Limited Term Mncpl Fd Cls Y) NA -1.68% 3.97% 2.62% NA NA NA
Data as of 05/15/2020, Common starting date is 02/04/2011
More Performance Analytics Comparison
Name Start Date End Date
OPIYX (Oppenheimer Limited Term Mncpl Fd Cls Y) 02/04/2011 05/15/2020
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Annualized Return (%) 0.24 -1.68 3.97 2.62 NA NA NA -4.94 9.14 13.49 -5.84 2.96 -0.50 7.91 -3.81 7.81 7.60
Sharpe Ratio NA -0.45 0.63 0.48 NA NA NA -1.43 3.71 3.06 -1.94 1.21 -0.18 4.05 -1.28 4.08 4.78
Standard Deviation(%) NA 5.86 4.48 3.92 NA NA NA 9.25 2.09 3.98 3.35 2.25 2.97 1.95 3.01 1.91 1.76
Draw Down(%) NA 10.34 10.34 10.34 NA NA NA 10.34 0.64 1.19 7.64 1.87 5.31 1.99 7.44 1.57 0.89
Yield(%) 3.68 6.93 5.08 1.65 2.68 1.79 1.34 4.57 3.81 4.13 3.94 3.81 3.61 4.76 4.16 4.61 2.61
Data as of 05/15/2020, Common starting date is 02/04/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OPIYX (Oppenheimer Limited Term Mncpl Fd Cls Y) -1.30%
Jan 2015 – Jan 2018
-0.26%
Nov 2012 – Nov 2017
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OPIYX (Oppenheimer Limited Term Mncpl Fd Cls Y) 5.81%
Feb 2017 – Feb 2020
4.00%
Jul 2014 – Jul 2019
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return