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OLTYX: Oppenheimer Ltd Trm Govt Y (MUTUAL FUND)
Basic Info
Asset Class: | SHORT GOVERNMENT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/29/1998 |
Last Dividend Date: | 04/30/2020 |
12-Mo. Yield | 2.65% |
Expenses | 0.50% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/29/2000 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 3.3 | 2.5 | 2.0 | 1.9 | 2.5 | 3.1 | 2.9 | 2.8 | 3.5 | 1.5 | 1.1 | 1.0 | 0.8 | 0.9 | 1.6 | 3.0 | 1.8 | 5.4 | 8.6 | -5.9 | 5.5 | 4.6 | 1.8 | 1.9 | 1.7 | 6.3 | 7.2 | 7.7 | 2.6 | 6.4 |
Sharpe Ratio | NA | 1.38 | 0.76 | 0.59 | 0.9 | NA | NA | 0.76 | 2.18 | 0.95 | 0.08 | 0.25 | 0.45 | 0.43 | 0.56 | 0.94 | 1.96 | 1.21 | 2.99 | 2.78 | -1.09 | 1.17 | 0.63 | -0.26 | 0.56 | 0.64 | 2.62 | 1.6 | 1.37 | -0.23 | 1.2 |
Draw Down(%) | NA | 2.0 | 2.0 | 2.0 | 2.0 | NA | NA | 13.4 | 2.0 | 0.9 | 0.6 | 0.9 | 1.6 | 1.0 | 1.3 | 1.4 | 0.7 | 0.6 | 0.7 | 2.4 | 13.4 | 0.7 | 0.8 | 0.8 | 1.4 | 0.7 | 0.9 | 1.6 | 1.0 | 1.2 | 1.1 |
Standard Deviation(%) | NA | 2.8 | 2.2 | 2.0 | 1.8 | NA | NA | 2.5 | 3.2 | 2.2 | 1.7 | 1.8 | 1.8 | 1.8 | 1.7 | 1.7 | 1.5 | 1.5 | 1.8 | 3.1 | 6.3 | 2.1 | 2.1 | 1.6 | 1.8 | 1.6 | 2.0 | 3.1 | 2.7 | 2.6 | 3.1 |
Treynor Ratio | NA | 0.05 | 0.02 | 0.02 | 0.02 | NA | NA | 0.03 | 0.1 | 0.03 | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 | 0.02 | 0.05 | 0.03 | 0.07 | 0.13 | -0.17 | 0.04 | 0.01 | -0.01 | 0.01 | 0.02 | 0.09 | 0.06 | 0.04 | -0.01 | 0.04 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.03 | -0.04 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Beta | NA | 0.78 | 0.7 | 0.71 | 0.71 | NA | NA | 0.73 | 0.72 | 0.73 | 0.62 | 0.77 | 0.67 | 0.8 | 0.85 | 0.76 | 0.57 | 0.54 | 0.77 | 0.66 | 0.41 | 0.65 | 0.91 | 0.72 | 0.69 | 0.52 | 0.62 | 0.85 | 0.98 | 0.94 | 1.04 |
RSquared | NA | 0.3 | 0.24 | 0.25 | 0.27 | NA | NA | 0.36 | 0.2 | 0.34 | 0.2 | 0.19 | 0.24 | 0.4 | 0.33 | 0.2 | 0.11 | 0.26 | 0.53 | 0.24 | 0.05 | 0.58 | 0.72 | 0.59 | 0.65 | 0.56 | 0.72 | 0.79 | 0.8 | 0.76 | 0.83 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/29/2000
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Best ETFs
- SHY (iShares 1-3 Year Treasury Bond ETF) (98%)
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- SCHO (Schwab Short-Term U.S. Treasury ETF) (17%)