MIGYX: Oppenheimer Main Street Fund Class Y (MUTUAL FUND)
Basic Info 60.97 0.55(0.91%) June 26
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (81%) |
| Start Date: | 12/09/1996 |
| Last Dividend Date: | 12/16/2024 |
| 12-Mo. Yield | 0.97% |
| Expenses | 0.80% |
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Performance Analytics (As of 06/26/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/09/1996 |
2024 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.0 | 6.1 | 7.4 | 12.5 | 6.9 | 7.7 | 10.5 | 7.8 | 6.9 | 17.8 | 14.9 | -22.8 | 7.4 | 12.0 | 32.2 | -8.0 | 17.0 | 11.7 | 3.2 | 10.8 | 31.9 | 17.0 | 0.2 | 16.3 | 29.5 | -38.6 | 4.5 | 15.4 | 6.2 | 9.7 | 27.2 | -19.3 | -10.3 | -7.7 | 17.4 | 25.3 | 18.0 | -7.6 |
| Sharpe Ratio | NA | 0.13 | 0.05 | 0.49 | 0.22 | 0.3 | NA | NA | 0.26 | 0.82 | 0.71 | -1.0 | 0.33 | 0.35 | 1.85 | -0.58 | 2.46 | 0.92 | 0.21 | 0.94 | 2.87 | 1.34 | 0.01 | 0.92 | 0.99 | -0.92 | 0.09 | 1.16 | 0.39 | 0.78 | 1.68 | -0.88 | -0.71 | -0.55 | 0.87 | 1.12 | 0.78 | -2.72 |
| Draw Down(%) | NA | 19.4 | 22.1 | 22.1 | 38.2 | 38.2 | NA | NA | 57.0 | 9.1 | 11.8 | 26.3 | 19.8 | 34.4 | 7.6 | 20.0 | 2.7 | 9.9 | 11.3 | 8.1 | 5.6 | 11.0 | 17.4 | 15.3 | 28.6 | 51.4 | 12.1 | 8.9 | 7.1 | 8.1 | 13.3 | 28.7 | 25.1 | 19.3 | 9.9 | 21.0 | 12.0 | 9.4 |
| Standard Deviation(%) | NA | 25.0 | 20.5 | 18.1 | 19.8 | 19.6 | NA | NA | 19.8 | 13.6 | 15.2 | 24.3 | 22.6 | 33.7 | 16.6 | 16.2 | 6.7 | 12.5 | 15.1 | 11.5 | 11.1 | 12.8 | 23.1 | 17.7 | 29.6 | 43.0 | 16.4 | 10.5 | 10.5 | 11.3 | 15.8 | 23.2 | 18.2 | 21.5 | 16.2 | 19.7 | 18.4 | 28.3 |
| Treynor Ratio | NA | 0.03 | 0.01 | 0.09 | 0.04 | 0.06 | NA | NA | 0.05 | 0.12 | 0.11 | -0.25 | 0.07 | 0.13 | 0.34 | -0.1 | 0.17 | 0.12 | 0.03 | 0.11 | 0.33 | 0.18 | 0.0 | 0.17 | 0.27 | -0.38 | 0.01 | 0.12 | 0.04 | 0.09 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | -0.02 | -0.02 | -0.03 | -0.02 | NA | NA | 0.0 | -0.02 | -0.04 | -0.02 | -0.06 | -0.02 | 0.02 | -0.02 | -0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.99 | 0.98 | 0.97 | 0.98 | 0.97 | NA | NA | 1.0 | 0.97 | 0.99 | 0.96 | 1.04 | 0.93 | 0.91 | 0.94 | 0.97 | 0.93 | 0.97 | 0.97 | 0.97 | 0.96 | 0.97 | 0.96 | 1.07 | 1.04 | 1.03 | 1.03 | 1.02 | 1.01 | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.99 | 0.92 | 0.9 | 0.8 | 0.85 | NA | NA | 0.7 | 0.83 | 0.77 | 0.97 | 0.43 | 0.91 | 0.46 | 0.98 | 0.93 | 0.97 | 0.98 | 0.94 | 0.94 | 0.93 | 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 |
| Yield(%) | N/A | 0.0 | 1.0 | 0.9 | 1.0 | 5.2 | 8.2 | 6.1 | N/A | 1.1 | 0.2 | 1.0 | 1.0 | 1.0 | 10.5 | 15.5 | 8.4 | 3.5 | 12.9 | 12.2 | 1.4 | 2.2 | 0.9 | 1.1 | 1.7 | 1.4 | 14.4 | 5.7 | 1.5 | 1.6 | 1.1 | 0.7 | 0.5 | 5.6 | 11.3 | 5.4 | 1.7 | 0.3 |
| Dividend Growth(%) | N/A | -100.0 | 450.5 | -75.7 | -90.5 | 50.1 | N/A | N/A | N/A | 450.5 | -82.8 | 11.8 | 13.2 | -88.8 | -47.8 | 100.1 | 162.4 | -75.4 | 4.6 | 973.0 | -24.2 | 140.1 | -3.2 | -22.0 | -24.3 | -91.1 | 173.5 | 305.5 | 0.2 | 83.7 | 22.6 | 36.6 | -92.6 | -48.7 | 148.0 | 270.1 | 423.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/09/1996
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