CGRCX - Oppenheimer Value C

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★
Year-to-Date Return13.68%
5-Year Average Return11.85%
Number of Years Up14
Number of Years Down6
Best 1 Yr Total Return (Nov 29, 2017)32.65%
Worst 1 Yr Total Return (Nov 29, 2017)-42.14%
Best 3-Yr Total Return32.65%
Worst 3-Yr Total Return-11.15%

Trailing Returns (%) Vs. Benchmarks

ReturnCGRCXCategory
YTD13.68%10.66%
1-Month2.61%1.09%
3-Month6.32%3.42%
1-Year15.36%19.35%
3-Year6.79%7.77%
5-Year11.85%12.64%
10-Year4.69%5.76%
Last Bull Market18.73%22.96%
Last Bear Market-21.17%-18.13%

Annual Total Return (%) History

Year
CGRCXCategory
2017
N/AN/A
2016
11.54%14.81%
2015
-4.49%-4.05%
2014
9.74%10.21%
2013
29.29%31.21%
2012
12.67%14.57%
2011
-5.49%-0.75%
2010
13.84%13.66%
2009
32.65%24.13%
2008
-42.14%-37.09%
2007
5.49%1.42%
2006
14.90%18.15%
2005
5.64%5.95%
2004
14.31%12.97%
2003
31.09%28.44%
2002
-13.68%-18.69%
2001
2.17%-4.99%
2000
-2.21%7.87%
1999
-5.43%6.72%
1998
7.61%12.00%
1997
23.07%26.61%
1996
N/A20.08%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20173.93%2.13%3.40%N/A
2016-0.90%1.57%4.80%5.74%
2015-0.35%0.71%-8.39%3.88%
20141.93%4.99%-1.11%3.70%
201310.13%2.59%5.68%8.28%
201210.08%-5.38%6.61%1.47%
20115.72%-0.27%-18.32%9.73%
20104.77%-12.79%11.05%12.20%
2009-6.21%19.25%16.02%2.23%
2008-11.27%0.00%-10.99%-26.74%
20074.16%8.11%0.78%-7.05%
20062.89%-0.78%5.79%6.40%
2005-0.09%1.62%4.46%-0.38%
20042.13%-0.50%0.75%11.64%
2003-5.46%16.55%3.99%14.41%
20022.82%-11.18%-15.54%11.92%
2001-1.41%8.46%-16.86%14.93%
2000-0.23%-1.44%0.06%-0.62%
1999-2.40%4.87%-10.28%2.98%
19989.69%-1.52%-15.60%18.03%
19970.00%13.30%10.18%-1.41%
19962.51%8.38%N/AN/A

Rank In Category (By Total Return)

YTD60
1-Month80
3-Month83
1-Year67
3-Year82
5-Year85

Load Adjusted Returns

1-Year14.36%
3-Year6.79%
5-Year11.85%
10-Year4.69%