Find A Portfolio/Ticker
Comparison Box
OIGYX: Oppenheimer International Growth Y (MUTUAL FUND)
Basic Info 35.16 0.25(0.71%) April 18
Asset Class: | Foreign Large Growth |
MyPlanIQ Rating: | (93%) |
Start Date: | 10/19/2005 |
Last Dividend Date: | 12/13/2023 |
12-Mo. Yield | 0.87% |
Expenses | 1.10% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 10/20/2005 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -4.0 | -1.3 | 6.2 | -3.2 | 5.6 | 4.0 | 8.4 | 6.5 | 21.2 | -27.1 | 10.7 | 22.4 | 29.0 | -19.4 | 26.9 | -2.1 | 3.4 | -7.0 | 25.5 | 22.1 | -7.3 | 15.3 | 38.4 | -41.2 | 12.9 | 30.2 | 10.3 |
Sharpe Ratio | NA | -0.14 | 0.44 | -0.2 | 0.21 | 0.17 | NA | 0.28 | 1.15 | -1.04 | 0.71 | 0.73 | 2.08 | -1.38 | 3.18 | -0.13 | 0.23 | -0.66 | 2.19 | 1.36 | -0.27 | 0.74 | 1.48 | -1.14 | 0.56 | 1.78 | 6.16 |
Draw Down(%) | NA | 5.0 | 16.8 | 40.3 | 40.3 | 40.3 | NA | 56.8 | 16.8 | 37.1 | 9.7 | 32.0 | 7.9 | 26.9 | 3.7 | 11.6 | 14.9 | 14.8 | 6.9 | 14.2 | 22.7 | 17.6 | 22.5 | 52.0 | 12.0 | 17.7 | 1.2 |
Standard Deviation(%) | NA | 14.3 | 14.4 | 19.9 | 21.4 | 18.0 | NA | 20.1 | 14.9 | 27.5 | 15.1 | 30.1 | 13.3 | 14.9 | 8.3 | 17.5 | 14.7 | 10.6 | 11.6 | 16.4 | 27.3 | 20.6 | 25.9 | 36.8 | 17.8 | 15.2 | 9.9 |
Treynor Ratio | NA | -0.02 | 0.08 | -0.05 | 0.05 | 0.04 | NA | 0.07 | 0.22 | -0.39 | 0.24 | 0.24 | 0.32 | -0.28 | 0.37 | -0.02 | 0.04 | -0.09 | 0.32 | 0.24 | -0.08 | 0.17 | 0.44 | -0.51 | 0.11 | 0.28 | 0.75 |
Alpha | NA | -0.03 | 0.01 | 0.01 | 0.0 | -0.01 | NA | 0.0 | 0.03 | -0.04 | 0.02 | -0.09 | 0.01 | -0.05 | -0.01 | -0.01 | 0.02 | -0.01 | 0.02 | 0.01 | 0.02 | 0.0 | 0.01 | -0.02 | -0.01 | 0.02 | 0.03 |
Beta | NA | 0.83 | 0.79 | 0.77 | 0.81 | 0.81 | NA | 0.84 | 0.76 | 0.74 | 0.44 | 0.92 | 0.86 | 0.74 | 0.72 | 0.93 | 0.86 | 0.77 | 0.8 | 0.91 | 0.94 | 0.92 | 0.87 | 0.82 | 0.9 | 0.95 | 0.82 |
RSquared | NA | 0.78 | 0.8 | 0.83 | 0.84 | 0.84 | NA | 0.9 | 0.8 | 0.83 | 0.53 | 0.89 | 0.87 | 0.85 | 0.62 | 0.87 | 0.87 | 0.82 | 0.86 | 0.9 | 0.96 | 0.95 | 0.95 | 0.96 | 0.95 | 0.88 | 0.71 |
Yield(%) | N/A | 0.0 | 11.4 | 7.1 | 8.9 | 5.3 | 8.6 | N/A | 12.8 | 0.0 | 13.4 | 15.7 | 1.4 | 1.1 | 1.1 | 1.3 | 1.1 | 1.1 | 1.1 | 1.7 | 1.1 | 1.1 | 1.4 | 1.1 | 1.5 | 1.4 | 1.3 |
Dividend Growth(%) | N/A | -100.0 | 42400.0 | 32.6 | 740.0 | N/A | N/A | N/A | 42400.0 | -99.8 | -9.7 | 1358.3 | -4.0 | 31.6 | -17.4 | 15.0 | -2.4 | 17.1 | -20.5 | 37.5 | 14.3 | 12.0 | -26.5 | -20.9 | 34.4 | 23.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/20/2005
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 Foreign Large Growth Asset Class Trend Rankings |
Top Rated Funds in Foreign Large Growth
Best Mutual Funds
- PRITX (T. ROWE PRICE INTERNATIONAL STOCK FUND T. ROWE PRICE INTERNATIONAL STOCK FUND) 0.58% (100%)
- AIGIX (ALGER INTERNATIONAL GROWTH FUND ALGER INTERNATIONAL GROWTH FUND CLASS I) 0.54% (97%)
- JIGFX (JANUS OVERSEAS FUND CLASS I) 0.04% (97%)
- JAIGX (OVERSEAS PORTFOLIO INSTITUTIONAL SHARES) 0.05% (96%)
- TGVIX (THORNBURG INTERNATIONAL VALUE FUND THORNBURG INTERNATIONAL VALUE FUND - CLASS I) 0.31% (95%)
- AIEVX (INVESCO INTERNATIONAL GROWTH FUND CLASS R5) 0.43% (93%)
- OIGYX (Oppenheimer International Growth Y) 0.71% (93%)
- MQGIX (MFS INTERNATIONAL GROWTH FUND I) 0.17% (92%)
- CIGIX (CALAMOS INTERNATIONAL GROWTH FUND CLASS I) 0.14% (91%)
- MIEDX (MASSMUTUAL PREMIER INTERNATIONAL EQUITY FUND CLASS R5) 0.0% (90%)
Best ETFs
- DNL (WisdomTree Global ex-U.S. Quality Dividend Growth Fund) 0.40% (99%)
- EFG (iShares MSCI EAFE Growth ETF) 0.47% (99%)
- PIZ (Invesco DWA Developed Markets Momentum ETF) 0.12% (98%)
- AADR (AdvisorShares Dorsey Wright ADR ETF) 0.12% (24%)