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MSIGX: Oppenheimer Main Street Fund Class A (MUTUAL FUND)
Basic Info 54.32 0.58(1.08%) April 26
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (40%) |
Start Date: | 06/23/1988 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 0.00% |
Expenses | 0.49% |
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Performance Analytics (As of 04/26/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/10/1995 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.7 | 9.3 | 26.3 | 6.5 | 11.4 | 10.8 | 13.1 | 8.7 | 9.0 | 23.1 | -20.2 | 27.4 | 14.4 | 31.9 | -8.3 | 16.8 | 11.4 | 2.9 | 10.5 | 31.5 | 16.5 | -0.2 | 15.8 | 28.8 | -38.9 | 4.1 | 14.9 | 5.8 | 9.4 | 27.0 | -19.2 | -10.5 | -7.9 | 17.2 | 25.1 | 26.4 | 15.7 | 30.8 | -1.5 | 23.6 | 16.4 | 41.5 | -6.1 | 23.7 | 0.9 |
Sharpe Ratio | NA | 2.4 | 1.88 | 0.25 | 0.46 | 0.55 | NA | NA | 0.44 | 1.43 | -0.91 | 2.11 | 0.42 | 1.85 | -0.59 | 2.42 | 0.9 | 0.19 | 0.92 | 2.84 | 1.29 | -0.01 | 0.89 | 0.97 | -0.92 | 0.07 | 1.11 | 0.34 | 0.75 | 1.66 | -0.88 | -0.71 | -0.56 | 0.86 | 1.11 | 1.41 | 1.23 | 3.33 | -0.46 | 1.4 | 0.8 | 1.71 | -1.25 | 1.89 | -0.47 |
Draw Down(%) | NA | 5.2 | 11.9 | 26.7 | 35.4 | 35.4 | NA | NA | 57.2 | 11.9 | 26.5 | 5.8 | 34.4 | 7.5 | 20.0 | 2.7 | 9.9 | 11.3 | 8.2 | 5.6 | 11.0 | 17.5 | 15.4 | 28.7 | 51.6 | 12.2 | 8.9 | 7.1 | 8.2 | 13.3 | 28.6 | 25.2 | 19.3 | 10.0 | 21.1 | 9.9 | 8.7 | 3.7 | 12.4 | 14.2 | 12.0 | 20.9 | 15.8 | 6.4 | 4.7 |
Standard Deviation(%) | NA | 11.7 | 12.0 | 17.2 | 21.6 | 17.7 | NA | NA | 18.0 | 13.2 | 23.9 | 13.0 | 33.7 | 16.5 | 16.2 | 6.7 | 12.5 | 15.1 | 11.5 | 11.1 | 12.9 | 23.1 | 17.7 | 29.6 | 43.0 | 16.4 | 10.5 | 10.4 | 11.3 | 15.8 | 23.2 | 18.2 | 21.5 | 16.2 | 19.7 | 16.2 | 9.8 | 8.1 | 9.7 | 15.2 | 17.3 | 22.0 | 9.1 | 9.5 | 7.3 |
Treynor Ratio | NA | 0.28 | 0.23 | 0.04 | 0.1 | 0.1 | NA | NA | 0.08 | 0.2 | -0.23 | 0.29 | 0.15 | 0.34 | -0.1 | 0.17 | 0.12 | 0.03 | 0.11 | 0.33 | 0.17 | 0.0 | 0.16 | 0.27 | -0.38 | 0.01 | 0.11 | 0.04 | 0.08 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.02 | -0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.02 | -0.01 | -0.01 | 0.01 | -0.02 | 0.01 | -0.02 | -0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.99 | 1.0 | 0.96 | 0.96 | 0.96 | NA | NA | 0.99 | 0.97 | 0.96 | 0.94 | 0.97 | 0.91 | 0.94 | 0.97 | 0.93 | 0.97 | 0.97 | 0.97 | 0.97 | 0.97 | 0.96 | 1.07 | 1.04 | 1.03 | 1.03 | 1.01 | 1.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.97 | 0.97 | 0.98 | 0.92 | 0.94 | NA | NA | 0.63 | 0.94 | 0.99 | 0.94 | 0.99 | 0.47 | 0.98 | 0.93 | 0.97 | 0.98 | 0.94 | 0.94 | 0.94 | 0.99 | 0.98 | 0.98 | 0.98 | 0.98 | 0.99 | 0.99 | 0.91 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 8.0 | 9.2 | 9.4 | 9.6 | 14.7 | 8.5 | N/A | 8.5 | 3.6 | 20.8 | 3.5 | 10.3 | 15.1 | 8.1 | 3.3 | 12.5 | 11.9 | 0.8 | 1.2 | 0.5 | 0.6 | 1.1 | 1.0 | 14.0 | 5.2 | 1.1 | 1.3 | 0.7 | 0.8 | 0.3 | 5.4 | 11.3 | 5.3 | 10.2 | 8.8 | 2.4 | 2.0 | 1.6 | 1.2 | 2.0 | 3.2 | 2.0 | 1.2 |
Dividend Growth(%) | N/A | -100.0 | 81.3 | 22.7 | -9.2 | 366.1 | N/A | N/A | N/A | 81.3 | -81.4 | 546.2 | -58.6 | -47.6 | 103.7 | 174.8 | -76.8 | 5.1 | 1800.0 | -25.0 | 150.0 | -5.9 | -32.0 | -32.4 | -93.5 | 189.3 | 432.4 | -9.8 | 105.0 | -25.9 | 125.0 | -94.6 | -50.8 | 156.2 | -39.3 | 21.8 | 376.0 | 13.6 | 57.1 | 47.4 | -13.6 | -45.0 | 100.0 | 66.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/10/1995
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