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OIBNX: Oppenheimer International Bond R (MUTUAL FUND)
Basic Info 4.34 0(0.0%) May 17
Asset Class: | WORLD BOND |
MyPlanIQ Rating: | (69%) |
Start Date: | 03/29/2001 |
Last Dividend Date: | 04/30/2024 |
12-Mo. Yield | 4.57% |
Expenses | 0.71% |
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Performance Analytics (As of 05/17/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/23/2001 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.4 | -0.5 | 5.5 | -4.4 | -0.9 | 0.0 | 1.8 | 3.4 | 4.6 | 7.8 | -13.0 | -10.5 | 7.8 | 9.4 | -6.1 | 9.3 | 6.1 | -4.0 | 0.1 | -4.5 | 10.6 | -0.7 | 7.2 | 12.7 | -1.3 | 12.9 | 8.2 | 2.7 | 15.4 | 25.3 | 18.9 | 0.4 |
Sharpe Ratio | NA | -1.13 | -0.09 | -0.81 | -0.29 | -0.15 | NA | NA | 0.46 | 0.39 | -1.34 | -1.55 | 0.53 | 1.46 | -1.27 | 2.17 | 1.14 | -1.42 | 0.02 | -0.89 | 2.69 | -0.1 | 0.97 | 1.52 | -0.26 | 1.56 | 0.79 | 0.08 | 1.3 | 2.97 | 2.89 | -0.26 |
Draw Down(%) | NA | 5.5 | 7.0 | 29.4 | 32.2 | 32.2 | NA | NA | 32.2 | 8.0 | 23.4 | 13.8 | 24.0 | 5.3 | 10.3 | 2.3 | 6.3 | 5.4 | 4.3 | 10.0 | 3.3 | 8.4 | 7.8 | 8.0 | 17.7 | 5.2 | 7.5 | 4.4 | 10.6 | 5.7 | 3.8 | 5.3 |
Standard Deviation(%) | NA | 7.8 | 8.4 | 9.1 | 9.9 | 7.7 | NA | NA | 7.4 | 9.2 | 10.8 | 6.8 | 14.2 | 5.4 | 5.9 | 4.0 | 5.1 | 2.8 | 2.7 | 5.0 | 3.9 | 7.6 | 7.3 | 8.3 | 8.4 | 6.4 | 6.3 | 6.3 | 11.1 | 8.3 | 6.2 | 5.7 |
Treynor Ratio | NA | -0.04 | -0.01 | -0.1 | -0.04 | -0.02 | NA | NA | 0.06 | 0.06 | -0.18 | -0.12 | 0.08 | 0.18 | -0.1 | 0.2 | 0.14 | -0.42 | 0.0 | -0.15 | 0.24 | -0.01 | 0.11 | 0.2 | -0.04 | 0.13 | 0.08 | 0.01 | 0.19 | 0.45 | 0.36 | -0.06 |
Alpha | NA | 0.0 | 0.02 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | 0.02 | 0.02 | -0.02 | 0.0 | 0.02 | -0.02 | 0.02 | 0.02 | -0.01 | 0.0 | -0.01 | 0.03 | -0.02 | 0.03 | 0.03 | -0.01 | 0.02 | 0.01 | 0.02 | 0.02 | 0.05 | 0.02 | -0.01 |
Beta | NA | 2.1 | 0.82 | 0.73 | 0.78 | 0.59 | NA | NA | 0.57 | 0.59 | 0.82 | 0.86 | 0.96 | 0.44 | 0.74 | 0.43 | 0.42 | 0.1 | 0.11 | 0.3 | 0.44 | 0.78 | 0.62 | 0.63 | 0.52 | 0.77 | 0.6 | 0.46 | 0.78 | 0.55 | 0.5 | 0.26 |
RSquared | NA | 0.1 | 0.38 | 0.41 | 0.37 | 0.32 | NA | NA | 0.42 | 0.3 | 0.61 | 0.39 | 0.34 | 0.15 | 0.61 | 0.52 | 0.43 | 0.08 | 0.05 | 0.19 | 0.41 | 0.65 | 0.66 | 0.75 | 0.58 | 0.58 | 0.53 | 0.38 | 0.58 | 0.53 | 0.52 | 0.22 |
Yield(%) | N/A | 1.8 | 4.6 | 2.9 | 3.1 | 3.1 | 3.7 | 4.8 | N/A | 4.7 | 2.4 | 2.0 | 2.7 | 4.7 | 4.0 | 4.3 | 4.2 | 2.9 | 2.3 | 3.8 | 4.5 | 5.0 | 4.4 | 4.6 | 5.9 | 7.0 | 3.8 | 6.6 | 7.0 | 7.1 | 3.9 | 0.7 |
Dividend Growth(%) | N/A | -60.0 | 37.1 | -23.6 | -22.8 | -38.3 | N/A | N/A | N/A | 66.7 | 0.0 | -20.0 | -40.0 | 4.2 | 0.0 | 4.3 | 35.3 | 21.4 | -44.0 | -10.7 | -15.2 | 17.9 | 3.7 | -28.9 | -9.5 | 90.9 | -43.6 | 0.0 | 18.2 | 106.2 | 433.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/23/2001
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