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OIDAX: Oppenheimer International Diversified A (MUTUAL FUND)
Basic Info 16.42 0.13(0.79%) June 20
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (58%) |
| Start Date: | 10/12/2005 |
| Last Dividend Date: | 12/19/2024 |
| 12-Mo. Yield | 1.30% |
| Expenses | 1.46% |
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Performance Analytics (As of 06/20/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 10/12/2005 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.0 | 9.6 | 1.9 | 1.9 | -0.8 | 1.9 | 4.2 | 4.3 | -5.8 | 15.4 | -34.6 | -3.5 | 20.1 | 24.6 | -14.6 | 32.4 | 0.6 | 0.7 | -6.8 | 25.1 | 20.8 | -15.1 | 17.8 | 49.4 | -43.9 | 12.4 | 25.8 | 6.6 |
| Sharpe Ratio | NA | 1.14 | -0.03 | -0.02 | -0.16 | 0.03 | NA | 0.18 | -0.93 | 0.86 | -1.36 | -0.23 | 0.71 | 1.98 | -1.13 | 4.49 | 0.03 | 0.05 | -0.66 | 2.44 | 1.51 | -0.66 | 0.96 | 2.09 | -1.4 | 0.56 | 1.69 | 4.33 |
| Draw Down(%) | NA | 13.8 | 20.5 | 20.5 | 44.0 | 44.0 | NA | 58.6 | 13.8 | 15.2 | 35.2 | 14.3 | 31.7 | 7.8 | 23.4 | 2.6 | 10.6 | 14.6 | 12.5 | 8.3 | 13.0 | 23.7 | 16.0 | 21.7 | 52.2 | 13.5 | 17.6 | 2.9 |
| Standard Deviation(%) | NA | 18.5 | 16.3 | 17.5 | 17.6 | 17.2 | NA | 18.0 | 13.4 | 13.1 | 26.6 | 14.8 | 27.9 | 11.7 | 14.1 | 7.1 | 15.4 | 13.3 | 10.3 | 10.3 | 13.9 | 22.9 | 18.3 | 23.6 | 31.9 | 16.8 | 13.4 | 7.3 |
| Treynor Ratio | NA | 0.22 | -0.01 | 0.0 | -0.03 | 0.01 | NA | 0.04 | -0.13 | 0.12 | -0.35 | -0.04 | 0.29 | 0.22 | -0.16 | 0.37 | 0.01 | 0.01 | -0.08 | 0.33 | 0.26 | -0.18 | 0.21 | 0.61 | -0.63 | 0.1 | 0.24 | 0.51 |
| Alpha | NA | -0.04 | -0.05 | -0.04 | -0.04 | -0.01 | NA | 0.0 | -0.04 | -0.01 | -0.11 | -0.06 | 0.06 | 0.01 | 0.0 | 0.03 | -0.01 | 0.01 | -0.01 | 0.03 | 0.02 | -0.02 | 0.03 | 0.07 | -0.08 | 0.0 | 0.01 | 0.03 |
| Beta | NA | 0.96 | 0.96 | 0.95 | 0.97 | 0.88 | NA | 0.82 | 0.99 | 0.94 | 1.02 | 0.92 | 0.69 | 1.03 | 1.0 | 0.87 | 0.84 | 0.83 | 0.87 | 0.76 | 0.8 | 0.83 | 0.85 | 0.8 | 0.71 | 0.91 | 0.94 | 0.62 |
| RSquared | NA | 0.93 | 0.89 | 0.74 | 0.75 | 0.69 | NA | 0.8 | 0.84 | 0.87 | 0.7 | 0.63 | 0.45 | 0.88 | 0.9 | 0.82 | 0.93 | 0.92 | 0.89 | 0.88 | 0.91 | 0.97 | 0.96 | 0.95 | 0.83 | 0.83 | 0.89 | 0.73 |
| Yield(%) | N/A | 0.0 | 1.3 | 0.7 | 0.5 | 0.9 | 1.5 | N/A | 1.3 | 0.4 | 0.3 | 0.5 | 1.0 | 2.6 | 0.7 | 0.5 | 0.4 | 1.0 | 0.6 | 1.0 | 2.0 | 2.1 | 2.2 | 2.9 | 3.1 | 4.5 | 2.8 | 2.4 |
| Dividend Growth(%) | N/A | -100.0 | 243.5 | -52.3 | -54.7 | N/A | N/A | N/A | 243.5 | 0.0 | -43.1 | -43.2 | -52.7 | 218.2 | 82.3 | 22.8 | -56.8 | 48.3 | -23.3 | -45.3 | -17.2 | 7.6 | 10.7 | -50.0 | -24.7 | 94.2 | 24.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/12/2005
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