OSMYX: Oppenheimer Intl Small Company Y (MUTUAL FUND)
Basic Info 40.66 0.29(0.71%) April 24
Asset Class: | FOREIGN SMALL/MID GROWTH |
MyPlanIQ Rating: | (96%) |
Start Date: | 10/11/2005 |
Last Dividend Date: | 12/13/2023 |
12-Mo. Yield | 0.00% |
Expenses | 0.97% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/23/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 10/12/2005 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.7 | -4.4 | -1.0 | -6.4 | 2.4 | 6.5 | 13.4 | 9.2 | 12.6 | -31.0 | 13.9 | 25.0 | 25.1 | -9.3 | 38.3 | -0.2 | 15.1 | 0.4 | 45.3 | 23.2 | -20.1 | 37.7 | 122.8 | -65.9 | 21.5 | 37.0 | 5.4 |
Sharpe Ratio | NA | -1.69 | -0.39 | -0.47 | 0.03 | 0.31 | NA | 0.36 | 0.56 | -1.19 | 0.98 | 0.94 | 1.7 | -0.53 | 5.11 | -0.03 | 1.3 | 0.04 | 4.26 | 1.54 | -0.83 | 1.59 | 3.32 | -1.45 | 0.76 | 1.63 | 2.17 |
Draw Down(%) | NA | 8.6 | 19.1 | 44.0 | 44.0 | 44.0 | NA | 78.2 | 19.1 | 41.7 | 9.8 | 32.8 | 8.3 | 21.3 | 3.1 | 11.7 | 7.1 | 13.0 | 5.8 | 14.0 | 24.5 | 20.6 | 19.1 | 74.9 | 23.9 | 25.6 | 5.8 |
Standard Deviation(%) | NA | 13.6 | 14.5 | 19.7 | 20.3 | 17.2 | NA | 22.2 | 14.9 | 27.2 | 14.1 | 26.3 | 14.0 | 19.9 | 7.4 | 14.6 | 11.6 | 10.1 | 10.6 | 15.2 | 24.1 | 23.6 | 37.0 | 46.0 | 24.4 | 20.8 | 11.2 |
Treynor Ratio | NA | -0.29 | -0.07 | -0.13 | 0.01 | 0.07 | NA | 0.1 | 0.11 | -0.45 | 0.35 | 0.31 | 0.32 | -0.16 | 0.58 | -0.01 | 0.24 | 0.01 | 0.64 | 0.28 | -0.25 | 0.38 | 1.06 | -0.81 | 0.17 | 0.31 | 0.44 |
Alpha | NA | -0.08 | -0.02 | 0.0 | -0.01 | 0.0 | NA | 0.01 | 0.0 | -0.07 | 0.03 | -0.06 | 0.01 | 0.0 | 0.04 | -0.01 | 0.06 | 0.02 | 0.09 | 0.02 | -0.04 | 0.07 | 0.17 | -0.22 | 0.02 | 0.03 | 0.02 |
Beta | NA | 0.79 | 0.77 | 0.74 | 0.74 | 0.72 | NA | 0.83 | 0.74 | 0.71 | 0.39 | 0.79 | 0.74 | 0.65 | 0.66 | 0.75 | 0.64 | 0.69 | 0.7 | 0.82 | 0.8 | 0.98 | 1.15 | 0.82 | 1.12 | 1.08 | 0.55 |
RSquared | NA | 0.78 | 0.76 | 0.78 | 0.78 | 0.72 | NA | 0.71 | 0.75 | 0.79 | 0.48 | 0.85 | 0.58 | 0.36 | 0.65 | 0.81 | 0.78 | 0.72 | 0.78 | 0.86 | 0.88 | 0.82 | 0.82 | 0.63 | 0.79 | 0.61 | 0.31 |
Yield(%) | N/A | 0.0 | 2.7 | 4.2 | 6.0 | 6.3 | 14.7 | N/A | 2.9 | 0.4 | 10.6 | 9.3 | 5.9 | 9.3 | 4.4 | 0.4 | 0.3 | 0.7 | 1.3 | 1.9 | 4.1 | 11.4 | 8.1 | 0.3 | 22.1 | 3.5 | 10.2 |
Dividend Growth(%) | N/A | -100.0 | 433.3 | -37.5 | 109.1 | N/A | N/A | N/A | 433.3 | -96.4 | 30.2 | 89.1 | -48.5 | 185.2 | 912.5 | 60.0 | -56.5 | -23.3 | -16.7 | -64.4 | -55.3 | 193.5 | 862.5 | -98.6 | 702.7 | -66.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/12/2005
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See FOREIGN SMALL/MID GROWTH Asset Class Trend Rankings |
Top Rated Funds in FOREIGN SMALL/MID GROWTH
Best Mutual Funds
- ACFFX (COLUMBIA ACORN INTERNATIONAL SELECT COLUMBIA ACORN INTERNATIONAL SELECT CLASS Z) (100%)
- ACINX (COLUMBIA ACORN INTERNATIONAL COLUMBIA ACORN INTERNATIONAL CLASS Z) (99%)
- ARTJX (ARTISAN INTERNATIONAL SMALL CAP FUND INVESTOR SHARES) (97%)
- OSMYX (Oppenheimer Intl Small Company Y) (96%)
- ACIOX (INTERNATIONAL OPPORTUNITIES FUND I CLASS) (95%)
- AIOIX (INTERNATIONAL OPPORTUNITIES FUND INVESTOR CLASS) (93%)
- WAIOX (WASATCH INTERNATIONAL OPPORTUNITIES FUND INVESTOR CLASS SHARES) (92%)
- MWNIX (MFS INTERNATIONAL NEW DISCOVERY FUND I) (91%)
- PRIDX (T. ROWE PRICE INTERNATIONAL DISCOVERY FUND T. ROWE PRICE INTERNATIONAL DISCOVERY FUND) (88%)
- WIISX (WILLIAM BLAIR INTERNATIONAL SMALL CAP GROWTH FUND INSTITUTIONAL CLASS) (87%)