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OPMYX: Oppenheimer Main Street Mid Cap Fund Cl (MUTUAL FUND)
Basic Info 31.91 0.27(0.85%) May 03
Asset Class: | SMALL BLEND |
MyPlanIQ Rating: | (72%) |
Start Date: | 11/28/2000 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 0.00% |
Expenses | 1.06% |
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Performance Analytics (As of 05/03/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/29/2000 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.3 | 5.3 | 22.9 | 4.7 | 9.5 | 8.4 | 12.0 | 8.9 | 9.6 | 18.5 | -14.1 | 23.1 | 9.4 | 32.5 | -12.3 | 15.1 | 13.7 | -7.1 | 12.2 | 33.8 | 17.3 | -2.3 | 23.7 | 37.4 | -37.7 | -1.9 | 15.2 | 10.5 | 19.8 | 47.2 | -15.5 | 13.3 | 7.0 |
Sharpe Ratio | NA | 1.02 | 1.42 | 0.13 | 0.34 | 0.39 | NA | NA | 0.38 | 0.94 | -0.63 | 1.63 | 0.24 | 2.38 | -0.84 | 1.85 | 0.9 | -0.48 | 0.93 | 2.75 | 1.12 | -0.08 | 1.08 | 0.95 | -0.84 | -0.25 | 0.72 | 0.56 | 1.13 | 2.68 | -0.75 | 0.56 | 2.72 |
Draw Down(%) | NA | 7.3 | 14.0 | 22.9 | 41.2 | 41.2 | NA | NA | 63.7 | 14.0 | 22.9 | 7.4 | 41.2 | 7.1 | 24.5 | 3.5 | 11.5 | 13.9 | 10.4 | 5.6 | 13.3 | 27.6 | 17.9 | 36.8 | 54.3 | 16.1 | 15.1 | 10.0 | 13.2 | 14.0 | 28.2 | 22.3 | 10.7 |
Standard Deviation(%) | NA | 12.5 | 13.4 | 18.5 | 22.9 | 18.9 | NA | NA | 22.2 | 15.3 | 24.9 | 14.2 | 37.6 | 13.1 | 16.1 | 7.9 | 14.9 | 14.7 | 13.0 | 12.3 | 15.5 | 30.0 | 21.9 | 39.0 | 45.6 | 19.5 | 16.6 | 15.0 | 16.7 | 17.4 | 22.3 | 20.0 | 41.8 |
Treynor Ratio | NA | 0.17 | 0.26 | 0.03 | 0.09 | 0.08 | NA | NA | 0.09 | 0.19 | -0.17 | 0.33 | 0.1 | 0.37 | -0.15 | 0.21 | 0.16 | -0.08 | 0.14 | 0.39 | 0.18 | -0.02 | 0.26 | 0.34 | -0.38 | -0.05 | 0.11 | 0.08 | 0.18 | 0.48 | -0.19 | 0.14 | 1.02 |
Alpha | NA | 0.03 | 0.02 | 0.01 | 0.01 | 0.0 | NA | NA | 0.0 | 0.01 | 0.01 | 0.04 | -0.03 | 0.03 | -0.02 | 0.01 | -0.01 | -0.01 | 0.02 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.04 | 0.07 |
Beta | NA | 0.74 | 0.72 | 0.83 | 0.86 | 0.86 | NA | NA | 0.94 | 0.77 | 0.9 | 0.69 | 0.91 | 0.85 | 0.91 | 0.7 | 0.84 | 0.93 | 0.86 | 0.88 | 0.94 | 0.95 | 0.91 | 1.09 | 1.02 | 1.03 | 1.08 | 1.03 | 1.03 | 0.97 | 0.87 | 0.81 | 1.11 |
RSquared | NA | 0.92 | 0.86 | 0.92 | 0.93 | 0.92 | NA | NA | 0.95 | 0.87 | 0.96 | 0.84 | 0.96 | 0.9 | 0.92 | 0.81 | 0.89 | 0.94 | 0.89 | 0.95 | 0.96 | 0.99 | 0.99 | 0.98 | 0.99 | 0.96 | 0.99 | 0.99 | 0.98 | 0.97 | 0.95 | 0.9 | 0.96 |
Yield(%) | N/A | 0.0 | 3.6 | 7.0 | 6.8 | 7.6 | 11.9 | 8.6 | N/A | 3.7 | 3.0 | 18.2 | 2.5 | 5.7 | 9.7 | 13.7 | 3.4 | 10.6 | 15.2 | 0.3 | 1.3 | 0.6 | 0.5 | 0.6 | 0.7 | 8.9 | 7.2 | 7.3 | 10.3 | 0.0 | 0.0 | 0.1 | 5.9 |
Dividend Growth(%) | N/A | -100.0 | 0.0 | 52.8 | -40.4 | 222.1 | N/A | N/A | N/A | 0.0 | -82.2 | 645.2 | -43.8 | -53.6 | -28.8 | 351.7 | -73.8 | -31.7 | 5975.0 | -71.4 | 115.4 | 62.5 | 0.0 | -42.9 | -93.2 | 32.3 | 5.4 | -25.0 | N/A | N/A | -100.0 | -98.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/29/2000
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