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Oppenheimer Conservative Inv C (OCCIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.32+0.03 (+0.36%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.95%
5-year average return0.49%
Number of years up14
Number of years down4
Best 1-yr total return (25 Apr 2024)14.57%
Worst 1-yr total return (25 Apr 2024)N/A
Best 3-yr total return14.57%
Worst 3-yr total return-2.83%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOCCIXCategory
YTD1.55%5.91%
1-month1.55%0.61%
3-month1.55%4.02%
1-year5.18%18.59%
3-year-2.10%8.56%
5-year1.14%7.44%
10-year1.86%6.20%
Last bull market9.96%11.89%
Last bear market-8.34%-8.23%

Annual total return (%) history

Year
OCCIXCategory
2024
N/AN/A
2023
7.19%N/A
2022
-16.42%N/A
2021
2.41%N/A
2020
7.55%8.86%
2019
11.47%14.81%
2018
-4.31%-5.04%
2017
8.44%9.86%
2016
3.99%6.62%
2015
-2.45%-2.32%
2014
3.75%4.02%
2013
4.97%7.23%
2012
8.20%9.40%
2011
0.29%1.70%
2010
10.45%10.03%
2009
14.57%20.77%
2008
-36.92%-18.61%
2007
4.82%4.53%
2006
7.24%8.16%
2005
N/A2.97%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.55%N/AN/AN/A
20233.49%0.36%-2.76%6.13%
2022-6.85%-8.34%-4.91%2.94%
2021-0.71%2.74%-0.59%0.99%
2020-11.34%10.74%3.38%5.97%
20195.52%2.99%-0.21%2.78%
2018-0.96%-0.32%1.18%-4.21%
20172.84%1.77%1.74%1.84%
20161.40%2.30%2.13%-1.84%
20151.34%-1.33%-3.02%0.59%
20141.50%2.83%-1.65%1.08%
20132.27%-2.57%2.64%2.64%
20124.72%-1.34%4.07%0.63%
20112.50%0.61%-5.94%3.39%
20103.11%-2.76%6.48%3.46%
2009-7.88%10.23%9.59%2.96%
2008-3.78%2.30%-11.90%-27.26%
20071.95%1.00%2.71%-0.89%
20062.14%-0.67%2.59%3.04%
20052.26%0.23%N/AN/A

Rank in category (by total return)

YTD93
1-month92
3-month93
1-year97
3-year99
5-year99

Load adjusted returns

1-year4.18%
3-year-2.10%
5-year1.14%
10-year1.86%