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OMDYX: Oppenheimer MidCap Y (MUTUAL FUND)
Basic Info
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/29/2000 |
Last Dividend Date: | - |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 08/21/2009)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 11/29/2000 |
2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -37.3 | -14.8 | -4.7 | -7.7 | 8.5 | -49.4 | 6.1 | 2.9 | 12.3 | 19.4 | 24.2 | -27.1 | -33.9 | 2.8 |
Sharpe Ratio | NA | -0.81 | -0.53 | -0.26 | -0.37 | 0.48 | -1.15 | 0.19 | -0.02 | 0.8 | 1.3 | 1.25 | -1.17 | -1.17 | 0.5 |
Draw Down(%) | NA | 53.4 | 62.1 | 62.1 | 69.6 | 19.3 | 58.4 | 13.0 | 15.0 | 8.2 | 11.7 | 11.9 | 32.5 | 48.7 | 23.6 |
Standard Deviation(%) | NA | 46.5 | 31.1 | 26.0 | 25.4 | 28.4 | 43.6 | 16.8 | 14.3 | 12.6 | 14.2 | 18.8 | 24.1 | 31.3 | 70.6 |
Treynor Ratio | NA | -0.39 | -0.17 | -0.07 | -0.1 | 0.16 | -0.5 | 0.03 | 0.0 | 0.09 | 0.16 | 0.25 | -0.34 | -0.32 | 0.16 |
Alpha | NA | -0.19 | -0.09 | -0.07 | -0.04 | -0.02 | -0.08 | 0.0 | -0.06 | 0.03 | 0.02 | -0.01 | -0.04 | -0.1 | 0.37 |
Beta | NA | 0.96 | 0.98 | 1.0 | 0.99 | 0.83 | 1.01 | 0.99 | 1.25 | 1.11 | 1.17 | 0.96 | 0.83 | 1.14 | 2.16 |
RSquared | NA | 0.89 | 0.88 | 0.86 | 0.78 | 0.87 | 0.91 | 0.89 | 0.78 | 0.81 | 0.84 | 0.75 | 0.8 | 0.61 | 0.65 |
Yield(%) | N/A | 0.0 | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/29/2000
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