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OEQYX: Oppenheimer Equity Y (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/23/1994 |
Last Dividend Date: | 12/07/2016 |
12-Mo. Yield | 0.00% |
Expenses | 0.81% |
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Performance Analytics (As of 03/17/2017)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/25/1998 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -7.6 | 9.4 | 5.1 | 9.2 | 5.0 | 5.7 | 5.7 | 5.1 | -0.9 | 5.2 | -0.2 | 13.0 | 30.1 | 13.8 | -2.8 | 12.2 | 39.1 | -43.8 | 10.8 | 10.5 | 8.2 | 11.0 | 26.5 | -17.8 | -10.3 | -5.5 | 18.5 | 21.5 | 14.2 | 6.7 | 23.0 | 0.1 |
Sharpe Ratio | NA | 0.74 | 0.34 | 0.65 | 0.21 | NA | NA | 0.25 | -0.34 | 0.34 | -0.02 | 0.99 | 2.58 | 1.05 | -0.12 | 0.63 | 1.45 | -1.01 | 0.47 | 0.64 | 0.56 | 0.83 | 1.24 | -0.9 | -0.72 | -0.38 | 1.0 | 1.01 | 0.6 | 0.22 | 2.11 | -0.38 |
Draw Down(%) | NA | 8.5 | 19.8 | 19.8 | 57.9 | NA | NA | 57.9 | 8.5 | 14.7 | 13.3 | 9.1 | 6.1 | 10.5 | 21.3 | 17.3 | 21.7 | 54.3 | 11.8 | 10.2 | 6.5 | 10.8 | 13.0 | 24.6 | 27.3 | 20.9 | 11.6 | 22.5 | 15.1 | 12.1 | 6.2 | 8.9 |
Standard Deviation(%) | NA | 12.3 | 14.7 | 14.0 | 22.1 | NA | NA | 19.2 | 14.2 | 14.7 | 16.0 | 13.2 | 11.7 | 13.2 | 24.2 | 19.2 | 26.9 | 44.3 | 16.6 | 11.3 | 10.8 | 12.1 | 20.9 | 20.9 | 17.9 | 25.4 | 15.3 | 18.0 | 17.8 | 14.3 | 9.1 | 8.3 |
Treynor Ratio | NA | 0.1 | 0.05 | 0.1 | 0.04 | NA | NA | 0.06 | -0.06 | 0.05 | 0.0 | 0.14 | 0.32 | 0.16 | -0.03 | 0.12 | 0.36 | -0.39 | 0.08 | 0.09 | 0.07 | 0.13 | 0.31 | -0.3 | -0.28 | -0.15 | 0.24 | 0.28 | 0.16 | 0.07 | 0.4 | -0.05 |
Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | NA | NA | 0.01 | -0.15 | 0.02 | -0.03 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.03 | -0.01 | 0.02 | 0.02 | 0.03 | 0.02 | 0.03 | 0.02 | 0.0 | 0.0 | -0.01 | 0.02 | -0.03 |
Beta | NA | 0.91 | 0.95 | 0.94 | 1.03 | NA | NA | 0.79 | 0.81 | 0.95 | 0.97 | 0.93 | 0.94 | 0.86 | 0.9 | 0.99 | 1.08 | 1.16 | 0.98 | 0.84 | 0.86 | 0.79 | 0.82 | 0.63 | 0.45 | 0.65 | 0.63 | 0.64 | 0.64 | 0.42 | 0.47 | 0.66 |
RSquared | NA | 0.67 | 0.89 | 0.9 | 0.94 | NA | NA | 0.78 | 0.15 | 0.91 | 0.95 | 0.93 | 0.95 | 0.9 | 0.96 | 0.97 | 0.97 | 0.96 | 0.95 | 0.93 | 0.87 | 0.89 | 0.57 | 0.9 | 0.79 | 0.77 | 0.76 | 0.72 | 0.55 | 0.19 | 0.3 | 0.66 |
Yield(%) | N/A | 5.1 | 5.4 | 4.7 | 3.8 | 4.7 | 5.2 | N/A | 0.0 | 5.0 | 9.4 | 0.9 | 1.1 | 1.3 | 0.9 | 0.7 | 1.0 | 0.6 | 15.5 | 7.5 | 11.6 | 10.0 | 0.0 | 0.3 | 1.4 | 6.0 | 9.5 | 9.4 | 1.6 | 2.2 | 3.0 | 2.1 |
Dividend Growth(%) | N/A | -53.1 | 573.3 | 15.5 | N/A | N/A | N/A | N/A | -100.0 | -53.1 | 1081.8 | 0.0 | 0.0 | 37.5 | 33.3 | 0.0 | 0.0 | -96.4 | 110.0 | -36.0 | 15.7 | N/A | -100.0 | -81.2 | -80.0 | -30.4 | 11.7 | 586.7 | -28.6 | -8.7 | 35.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/25/1998
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