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OIBYX: Oppenheimer International Bond Y (MUTUAL FUND)
Basic Info 4.58 0.01(0.22%) June 18
| Asset Class: | WORLD BOND |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 09/29/2004 |
| Last Dividend Date: | 04/30/2025 |
| 12-Mo. Yield | 4.86% |
| Expenses | 0.71% |
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Performance Analytics (As of 06/13/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/29/2004 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | 7.9 | 14.3 | 8.3 | 1.4 | 2.0 | 2.4 | 3.3 | 3.7 | 2.1 | 8.3 | -12.6 | -10.0 | 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 | 1.95 | 1.38 | 0.52 | -0.07 | 0.08 | NA | NA | 0.35 | -0.63 | 0.45 | -1.3 | -1.54 | 0.57 | 1.5 | -1.24 | 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 | 3.8 | 4.9 | 11.0 | 31.6 | 31.6 | NA | NA | 31.6 | 5.3 | 7.9 | 23.2 | 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 | 7.8 | 7.2 | 8.8 | 8.4 | 8.0 | NA | NA | 7.2 | 7.2 | 9.2 | 10.8 | 6.5 | 14.5 | 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 | 0.0 | 0.0 | 0.07 | -0.01 | 0.01 | NA | NA | 0.04 | -0.02 | 0.07 | -0.17 | -0.12 | 0.08 | 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 | NA | 0.05 | 0.03 | 0.02 | 0.01 | NA | NA | 0.01 | 0.04 | 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 | NA | 2.19 | 0.67 | 0.76 | 0.65 | NA | NA | 0.58 | 2.12 | 0.59 | 0.81 | 0.84 | 0.98 | 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 | 0.0 | 0.0 | 0.29 | 0.36 | 0.31 | NA | NA | 0.39 | 0.04 | 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 | 1.7 | 4.9 | 4.8 | 3.5 | 3.9 | 3.9 | 4.4 | N/A | 5.1 | 4.8 | 3.2 | 2.7 | 3.3 | 5.4 | 4.5 | 4.7 | 4.8 | 3.4 | 3.3 | 4.0 | 4.9 | 5.4 | 5.1 | 5.1 | 4.9 | 7.7 | 4.4 | 2.6 | 4.3 |
| Dividend Growth(%) | N/A | -66.2 | -8.0 | 7.5 | -29.8 | -26.3 | N/A | N/A | N/A | 9.2 | 27.2 | 1.9 | -12.6 | -36.8 | 5.8 | 3.4 | -1.1 | 32.3 | 1.0 | -24.9 | -13.4 | -13.3 | 7.6 | 10.1 | -5.4 | -31.7 | 81.5 | 64.9 | -35.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/29/2004
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