Find A Portfolio/Ticker
Comparison Box
OIBYX: Oppenheimer International Bond Y (MUTUAL FUND)
Basic Info 4.18 0.01(0.24%) April 19
Asset Class: | WORLD BOND |
MyPlanIQ Rating: | (94%) |
Start Date: | 09/29/2004 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 4.58% |
Expenses | 0.71% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 10/21/2004 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.6 | -4.6 | 1.3 | -5.2 | -1.6 | 0.3 | 2.3 | 3.0 | 8.3 | -12.5 | -10.2 | 8.5 | 9.7 | -5.6 | 11.1 | 6.4 | -3.3 | 0.4 | -3.6 | 11.3 | -0.2 | 7.8 | 13.4 | -2.1 | 13.6 | 9.1 | -1.1 | 11.3 |
Sharpe Ratio | NA | -2.06 | -0.16 | -0.72 | -0.29 | -0.08 | NA | 0.3 | 0.45 | -1.29 | -1.56 | 0.57 | 1.5 | -1.23 | 2.63 | 1.21 | -1.16 | 0.15 | -0.73 | 2.85 | -0.03 | 1.04 | 1.59 | -0.37 | 1.69 | 0.93 | -0.53 | 5.56 |
Draw Down(%) | NA | 3.0 | 6.9 | 28.8 | 31.6 | 31.6 | NA | 31.6 | 7.9 | 23.1 | 13.6 | 23.9 | 5.4 | 10.0 | 2.4 | 6.0 | 5.1 | 4.1 | 9.9 | 3.3 | 8.2 | 8.0 | 8.0 | 17.3 | 5.3 | 7.5 | 4.5 | 2.0 |
Standard Deviation(%) | NA | 6.8 | 8.0 | 8.9 | 9.8 | 7.6 | NA | 7.2 | 9.2 | 10.8 | 6.5 | 14.4 | 5.5 | 5.6 | 4.0 | 5.1 | 2.9 | 2.8 | 5.0 | 4.0 | 7.6 | 7.4 | 8.4 | 8.3 | 6.3 | 6.3 | 6.2 | 9.0 |
Treynor Ratio | NA | -0.07 | -0.02 | -0.09 | -0.04 | -0.01 | NA | 0.04 | 0.07 | -0.17 | -0.12 | 0.09 | 0.18 | -0.1 | 0.25 | 0.15 | -0.3 | 0.04 | -0.12 | 0.25 | 0.0 | 0.12 | 0.21 | -0.06 | 0.14 | 0.1 | -0.07 | 0.8 |
Alpha | NA | -0.02 | 0.02 | 0.01 | 0.0 | 0.01 | 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 | 0.04 | -0.02 | 0.03 | 0.03 | -0.02 | 0.02 | 0.01 | 0.01 | 0.06 |
Beta | NA | 2.08 | 0.77 | 0.72 | 0.78 | 0.58 | NA | 0.58 | 0.59 | 0.81 | 0.84 | 0.96 | 0.47 | 0.69 | 0.42 | 0.42 | 0.11 | 0.1 | 0.31 | 0.45 | 0.79 | 0.63 | 0.63 | 0.52 | 0.76 | 0.59 | 0.46 | 0.63 |
RSquared | NA | 0.16 | 0.4 | 0.42 | 0.37 | 0.32 | NA | 0.42 | 0.3 | 0.6 | 0.4 | 0.34 | 0.16 | 0.59 | 0.51 | 0.45 | 0.1 | 0.04 | 0.21 | 0.42 | 0.65 | 0.66 | 0.74 | 0.6 | 0.58 | 0.52 | 0.4 | 0.44 |
Yield(%) | N/A | 1.4 | 5.5 | 2.9 | 3.2 | 3.4 | 4.2 | N/A | 5.2 | 2.4 | 2.0 | 2.9 | 5.2 | 4.2 | 4.5 | 4.5 | 3.9 | 3.8 | 3.9 | 4.5 | 5.0 | 4.7 | 4.6 | 4.5 | 7.3 | 4.3 | 2.5 | 4.3 |
Dividend Growth(%) | N/A | -72.7 | 84.6 | -25.8 | -29.8 | N/A | N/A | N/A | 83.3 | 0.0 | -25.0 | -42.9 | 12.0 | 0.0 | 0.0 | 8.7 | 0.0 | -11.5 | -7.1 | -15.2 | 10.0 | 11.1 | -6.9 | -34.1 | 76.0 | 66.7 | -37.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/21/2004
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 WORLD BOND Asset Class Trend Rankings |
Top Rated Funds in WORLD BOND
Best Mutual Funds
- RPIBX (T. ROWE PRICE INTERNATIONAL BOND FUND T. ROWE PRICE INTERNATIONAL BOND FUND) (98%)
- IOSIX (VOYA GLOBAL BOND PORTFOLIO CLASS I) (97%)
- DFGFX (DFA TWO-YEAR GLOBAL FIXED INCOME PORTFOLIO DFA TWO-YEAR GLOBAL FIXED INCOME PORTFOLIO - INSTITUTIONAL CLASS) (95%)
- OIBYX (Oppenheimer International Bond Y) (94%)
- SDGIX (DREYFUS/STANDISH GLOBAL FIXED INCOME FUND DREYFUS/STANDISH GLOBAL FIXED INCOME FUND - CLASS I) (94%)
- MAWIX (Blk Rk Sg Bf Ins) (93%)
- PWFYX (PACE INTERNATIONAL FIXED INCOME INVESTMENTS CLASS Y) (93%)
- RCWFX (CAPITAL WORLD BOND FUND CLASS R-5) (92%)
- PFUIX (FOREIGN BOND FUND (UNHEDGED) INSTITUTIONAL) (90%)
- VCIFX (INTERNATIONAL GOVERNMENT BOND FUND INTERNATIONAL GOVERNMENT BOND FUND) (90%)
Best ETFs
- BWX (SPDR® Bloomberg International Treasury Bond ETF) (97%)
- WIP (SPDR® FTSE International Government Inflation-Protected Bond ETF) (95%)
- IGOV (iShares International Treasury Bond ETF) (74%)
- ISHG (iShares 1-3 Year International Treasury Bond ETF) (46%)
- BWZ (SPDR® Bloomberg Short Term International Treasury Bond ETF) (45%)
- GTIP (Goldman Sachs Access Inflation Protected USD Bond ETF) (42%)
- PICB (Invesco International Corporate Bond ETF) (41%)
- IBND (SPDR® Bloomberg International Corporate Bond ETF) (41%)
- HYXU (iShares International High Yield Bond ETF) (40%)
- IHY (VanEck International High Yield Bond ETF) (37%)
Best Closed End Funds
- FAX (Aberdeen Asia-Pacific IF Inc) 1.15% (100%)
- FCO (Aberdeen Global IF Inc) 0.18% (99%)
- FAM (First Trust/Aberdeen Global Opportunity Income Closed Fund) 1.10% (99%)
- MIN (MFS Intermediate Income Trust) 0.39% (98%)
- GDO (Western Asset Global Corporate Defined Opportunity Closed Fund) 0.42% (39%)
- PDI (PIMCO Dynamic Income Fund) 0.16% (39%)
- BWG (Brandywineglobal Global Income Opportunities Fund Inc) 0.50% (38%)