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OPBYX: Oppenheimer Core bd Fd Cl Y (MUTUAL FUND)
Basic Info 5.55 0(0.0%) May 16
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (74%) |
| Start Date: | 04/29/1998 |
| Last Dividend Date: | 12/31/2024 |
| 12-Mo. Yield | 3.20% |
| Expenses | 0.46% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/29/1998 |
2024 | 2023 | 2022 | 2021 | 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(%) | -0.2 | -0.2 | 2.8 | 1.3 | -1.8 | 1.0 | 2.8 | 2.0 | 2.9 | 2.5 | 5.8 | -13.9 | -1.2 | 2.9 | 9.9 | -0.8 | 4.6 | 3.0 | 0.8 | 6.6 | 0.6 | 10.2 | 7.9 | 11.6 | 7.4 | -23.1 | 4.8 | 5.3 | 2.5 | 5.3 | 6.4 | 10.5 | 7.3 | 7.2 | -1.4 | 4.4 |
| Sharpe Ratio | NA | -0.63 | -0.64 | -0.45 | -0.71 | -0.13 | NA | NA | 0.24 | -0.74 | 0.21 | -2.06 | -0.33 | 0.37 | 2.42 | -0.82 | 1.39 | 0.89 | 0.2 | 2.42 | 0.15 | 3.93 | 1.96 | 2.68 | 1.0 | -1.24 | 0.49 | 0.6 | 0.11 | 1.04 | 1.28 | 1.9 | 0.83 | 0.68 | -1.04 | 0.78 |
| Draw Down(%) | NA | 3.0 | 4.5 | 9.9 | 22.8 | 22.8 | NA | NA | 39.7 | 3.9 | 7.9 | 18.2 | 3.0 | 8.1 | 2.1 | 3.0 | 1.3 | 4.1 | 2.7 | 1.2 | 5.5 | 1.0 | 1.8 | 3.1 | 15.9 | 39.7 | 2.3 | 1.9 | 2.4 | 4.3 | 4.6 | 3.1 | 6.7 | 3.3 | 4.3 | 3.7 |
| Standard Deviation(%) | NA | 5.4 | 5.4 | 6.8 | 6.2 | 5.1 | NA | NA | 5.9 | 5.6 | 7.5 | 7.4 | 3.6 | 7.2 | 3.5 | 2.6 | 2.9 | 3.1 | 3.6 | 2.7 | 3.6 | 2.6 | 4.0 | 4.3 | 7.3 | 19.3 | 3.7 | 3.3 | 2.9 | 4.2 | 4.4 | 4.9 | 6.1 | 4.5 | 4.4 | 4.3 |
| Treynor Ratio | NA | -0.04 | -0.04 | -0.03 | -0.05 | -0.01 | NA | NA | 0.02 | -0.04 | 0.02 | -0.18 | -0.01 | 0.04 | 0.09 | -0.03 | 0.04 | 0.04 | 0.01 | 0.08 | 0.01 | 0.14 | 0.11 | 0.15 | 0.1 | -0.58 | 0.03 | 0.02 | 0.0 | 0.05 | 0.07 | 0.11 | 0.06 | 0.04 | -0.06 | 0.05 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | NA | NA | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | -0.02 | -0.09 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | 0.0 | -0.01 |
| Beta | NA | 0.91 | 0.94 | 0.92 | 0.86 | 0.87 | NA | NA | 0.79 | 0.97 | 0.95 | 0.85 | 0.79 | 0.73 | 0.95 | 0.85 | 0.93 | 0.74 | 0.8 | 0.78 | 0.81 | 0.72 | 0.75 | 0.78 | 0.75 | 0.41 | 0.69 | 0.87 | 0.72 | 0.84 | 0.82 | 0.83 | 0.84 | 0.8 | 0.79 | 0.7 |
| RSquared | NA | 0.92 | 0.9 | 0.93 | 0.78 | 0.78 | NA | NA | 0.46 | 0.9 | 0.94 | 0.95 | 0.79 | 0.34 | 0.81 | 0.74 | 0.81 | 0.73 | 0.86 | 0.74 | 0.74 | 0.74 | 0.83 | 0.87 | 0.51 | 0.03 | 0.74 | 0.89 | 0.87 | 0.91 | 0.91 | 0.81 | 0.71 | 0.74 | 0.85 | 0.85 |
| Yield(%) | N/A | 0.0 | 3.2 | 3.7 | 2.7 | 2.9 | 3.7 | 3.4 | N/A | 4.7 | 4.5 | 2.8 | 2.0 | 2.3 | 3.6 | 3.4 | 3.1 | 2.7 | 3.4 | 3.7 | 4.8 | 4.4 | 5.1 | 5.8 | 6.9 | 15.9 | 5.3 | 5.1 | 4.5 | 4.5 | 3.9 | 6.0 | 7.8 | 8.6 | 7.0 | 4.5 |
| Dividend Growth(%) | N/A | -100.0 | -32.3 | 31.7 | -12.1 | -60.2 | N/A | N/A | N/A | 4.7 | 37.3 | 33.1 | -13.7 | -32.2 | 3.2 | 11.7 | 13.2 | -22.2 | -5.3 | -26.9 | 15.0 | -10.9 | -7.3 | -16.2 | -73.8 | 201.5 | 3.1 | 12.3 | -0.6 | 19.1 | -32.1 | -24.4 | -9.5 | 10.9 | 54.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/29/1998
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