Find A Portfolio/Ticker
Comparison Box
MSIGX: Oppenheimer Main Street Fund Class A (MUTUAL FUND)
Basic Info 63.24 0.03(0.05%) July 18
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (40%) |
| Start Date: | 06/23/1988 |
| Last Dividend Date: | 12/16/2024 |
| 12-Mo. Yield | 0.71% |
| Expenses | 0.49% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/18/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/23/1988 |
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 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.8 | 9.0 | 8.3 | 13.2 | 6.7 | 7.8 | 10.5 | 7.5 | 9.2 | 17.6 | 14.7 | -23.0 | 7.3 | 11.7 | 31.9 | -8.3 | 16.8 | 11.4 | 2.9 | 10.5 | 31.5 | 16.5 | -0.2 | 15.8 | 28.8 | -38.9 | 4.1 | 14.9 | 5.8 | 9.4 | 27.0 | -19.2 | -10.5 | -7.9 | 17.2 | 25.1 | 26.4 | 15.7 | 30.8 | -1.5 | 23.6 | 16.4 | 41.5 | -6.1 | 23.7 | 0.9 |
| Sharpe Ratio | NA | 0.54 | 0.18 | 0.49 | 0.23 | 0.33 | NA | NA | 0.39 | 0.81 | 0.7 | -1.01 | 0.33 | 0.34 | 1.85 | -0.59 | 2.42 | 0.9 | 0.19 | 0.92 | 2.84 | 1.29 | -0.01 | 0.89 | 0.97 | -0.92 | 0.07 | 1.11 | 0.34 | 0.75 | 1.66 | -0.88 | -0.71 | -0.56 | 0.86 | 1.11 | 1.41 | 1.23 | 3.33 | -0.46 | 1.4 | 0.8 | 1.71 | -1.25 | 1.89 | -0.47 |
| Draw Down(%) | NA | 19.4 | 22.2 | 22.2 | 38.3 | 38.3 | NA | NA | 57.2 | 9.0 | 11.9 | 26.5 | 19.7 | 34.4 | 7.5 | 20.0 | 2.7 | 9.9 | 11.3 | 8.2 | 5.6 | 11.0 | 17.5 | 15.4 | 28.7 | 51.6 | 12.2 | 8.9 | 7.1 | 8.2 | 13.3 | 28.6 | 25.2 | 19.3 | 10.0 | 21.1 | 9.9 | 8.7 | 3.7 | 12.4 | 14.2 | 12.0 | 20.9 | 15.8 | 6.4 | 4.7 |
| Standard Deviation(%) | NA | 23.9 | 20.6 | 17.9 | 19.6 | 19.6 | NA | NA | 18.4 | 13.6 | 15.1 | 24.3 | 22.4 | 33.7 | 16.5 | 16.2 | 6.7 | 12.5 | 15.1 | 11.5 | 11.1 | 12.9 | 23.1 | 17.7 | 29.6 | 43.0 | 16.4 | 10.5 | 10.4 | 11.3 | 15.8 | 23.2 | 18.2 | 21.5 | 16.2 | 19.7 | 16.2 | 9.8 | 8.1 | 9.7 | 15.2 | 17.3 | 22.0 | 9.1 | 9.5 | 7.3 |
| Treynor Ratio | NA | 0.13 | 0.04 | 0.09 | 0.05 | 0.07 | NA | NA | 0.07 | 0.11 | 0.11 | -0.25 | 0.07 | 0.12 | 0.34 | -0.1 | 0.17 | 0.12 | 0.03 | 0.11 | 0.33 | 0.17 | 0.0 | 0.16 | 0.27 | -0.38 | 0.01 | 0.11 | 0.04 | 0.08 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.01 | -0.02 | -0.02 | -0.03 | -0.02 | NA | NA | 0.01 | -0.02 | -0.04 | -0.02 | -0.06 | -0.03 | 0.01 | -0.02 | -0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.99 | 0.99 | 0.97 | 0.98 | 0.97 | NA | NA | 1.0 | 0.97 | 0.99 | 0.96 | 1.04 | 0.96 | 0.91 | 0.94 | 0.97 | 0.93 | 0.97 | 0.97 | 0.97 | 0.97 | 0.97 | 0.96 | 1.07 | 1.04 | 1.03 | 1.03 | 1.01 | 1.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.99 | 0.92 | 0.9 | 0.8 | 0.86 | NA | NA | 0.63 | 0.84 | 0.77 | 0.97 | 0.43 | 0.99 | 0.47 | 0.98 | 0.93 | 0.97 | 0.98 | 0.94 | 0.94 | 0.94 | 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 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.7 | 0.7 | 0.7 | 4.9 | 7.7 | 5.6 | N/A | 0.9 | 0.2 | 0.8 | 0.7 | 0.9 | 10.3 | 15.1 | 8.1 | 3.3 | 12.5 | 11.9 | 0.8 | 1.2 | 0.5 | 0.6 | 1.1 | 1.0 | 14.0 | 5.2 | 1.0 | 1.3 | 0.7 | 0.8 | 0.3 | 5.3 | 11.3 | 5.2 | 10.2 | 8.8 | 2.4 | 2.0 | 1.6 | 1.2 | 2.0 | 3.2 | 2.0 | 1.2 |
| Dividend Growth(%) | N/A | -100.0 | 414.6 | -80.2 | -92.2 | 61.5 | 33.1 | N/A | N/A | 414.6 | -82.5 | 22.8 | -14.0 | -89.1 | -47.5 | 103.3 | 175.2 | -76.8 | 5.0 | 1769.8 | -23.0 | 150.6 | -8.7 | -30.8 | -32.4 | -93.5 | 189.0 | 434.1 | -10.4 | 106.0 | -26.7 | 129.4 | -94.6 | -50.8 | 157.8 | -39.7 | 22.1 | 372.8 | 14.1 | 59.8 | 43.8 | -12.7 | -45.0 | 100.0 | 60.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/23/1988
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 LARGE BLEND Asset Class Trend Rankings |
Top Rated Funds in LARGE BLEND
Best Mutual Funds
- LLPFX (LONGLEAF PARTNERS FUND LONGLEAF PARTNERS FUND) (100%)
- LMVTX (CLEARBRIDGE VALUE TRUST CLASS C) (100%)
- MPGFX (MAIRS & POWER GROWTH FUND INVESTOR CLASS) (100%)
- YACKX (AMG YACKTMAN FUND CLASS I) (99%)
- FMIHX (LARGE CAP FUND LARGE CAP FUND INVESTOR CLASS) (99%)
- FDGFX (FIDELITY DIVIDEND GROWTH FUND FIDELITY DIVIDEND GROWTH FUND) (99%)
- THPGX (THOMPSON LARGECAP FUND THOMPSON LARGECAP FUND) (99%)
- WVALX (VALUE FUND VALUE FUND - INVESTOR CLASS) (99%)
- OAKMX (OAKMARK FUND INVESTOR CLASS) (99%)
- SWANX (SCHWAB CORE EQUITY FUND INVESTOR SHARES) (99%)
Best ETFs
- SPY (SPDR S&P 500 ETF Trust) (100%)
- XLG (Invesco S&P 500 Top 50 ETF) (100%)
- IWB (iShares Russell 1000 ETF) (97%)
- IYY (iShares Dow Jones U.S. ETF) (96%)
- VTI (Vanguard Total Stock Market ETF) (96%)
- IWV (iShares Russell 3000 ETF) (96%)
- RSP (Invesco S&P 500 Equal Weight ETF) (96%)
- XLP (Consumer Staples Select Sector SPDR Fund) (94%)
- DSI (iShares MSCI KLD 400 Social ETF) (93%)
- EPS (WisdomTree U.S. LargeCap Fund) (93%)
Best Closed End Funds
- ADX (Adams Diversified Equity Closed Fund) (95%)
- CLM (Cornerstone Strategic Value Fund Inc) (95%)
- CRF (Cornerstone Strategic Return Fund) (95%)
- ETB (Eaton Vance Tax Managed Buy Write Income Closed Fund) (95%)
- ETY (Eaton Vance Tax Managed Diversified Equity Income Closed Fund) (94%)
- FFA (First Trust Enhanced Equity Income Closed Fund) (94%)
- GAB (Gabelli Equity Trust Closed Fund) (94%)
- GGT (Gabelli MultiMedia Mutual Fund) (94%)
- USA (Liberty All Star Equity Closed Fund) (94%)
- GRF (Eagle Capital Growth Fund Inc) (94%)
Latest Articles Related to MSIGX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
