Find A Portfolio/Ticker
Comparison Box
OPCHX: Oppenheimer Champion Income A (MUTUAL FUND)
Basic Info
Asset Class: | High Yield Bond |
MyPlanIQ Rating: |
Not Rated
![]() |
Start Date: | 06/20/1996 |
Last Dividend Date: | 08/31/2012 |
12-Mo. Yield | 7.77% |
Expenses | 1.42% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 09/24/2012)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/20/1996 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 14.7 | 8.9 | -16.7 | -3.7 | -2.6 | -1.4 | 11.5 | -3.0 | 13.1 | 20.4 | -71.9 | -0.0 | 9.3 | 2.7 | 9.3 | 29.0 | -4.4 | 1.7 | -4.2 | 6.6 | 0.5 | 12.0 | 9.4 |
Sharpe Ratio | NA | 2.38 | 1.4 | -0.38 | -0.06 | NA | -0.32 | 3.29 | -0.4 | 2.1 | 1.86 | -1.27 | -0.58 | 2.1 | 0.16 | 2.51 | 5.57 | -1.02 | -0.1 | -1.78 | 0.96 | -0.62 | -13.77 | 4.69 |
Draw Down(%) | NA | 4.4 | 14.7 | 78.6 | 78.6 | NA | 78.6 | 3.2 | 14.7 | 5.8 | 20.6 | 77.9 | 7.6 | 2.4 | 5.2 | 3.6 | 3.8 | 12.7 | 12.2 | 9.8 | 4.2 | 10.9 | 2.7 | 0.6 |
Standard Deviation(%) | NA | 6.1 | 6.3 | 45.2 | 84.7 | NA | 18.3 | 4.9 | 7.5 | 6.2 | 10.9 | 57.2 | 5.4 | 2.8 | 3.5 | 3.3 | 5.1 | 5.5 | 6.2 | 4.6 | 3.6 | 4.6 | 3.1 | 3.2 |
Treynor Ratio | NA | 0.13 | 0.09 | -0.08 | -0.02 | NA | -0.04 | 0.17 | -0.03 | 0.14 | 0.17 | -0.27 | -0.03 | 0.06 | 0.01 | 0.1 | 0.27 | -0.07 | -0.01 | -0.08 | 0.04 | -0.03 | -0.56 | 0.2 |
Alpha | NA | -0.01 | -0.01 | -0.15 | -0.1 | NA | -0.03 | 0.01 | -0.04 | 0.01 | -0.08 | -0.19 | -0.01 | 0.01 | 0.0 | 0.01 | 0.04 | -0.02 | 0.0 | -0.01 | 0.02 | -0.02 | -0.04 | 0.01 |
Beta | NA | 1.09 | 1.04 | 2.15 | 2.18 | NA | 1.4 | 0.94 | 1.14 | 0.93 | 1.22 | 2.67 | 1.12 | 0.93 | 0.98 | 0.86 | 1.05 | 0.77 | 0.64 | 1.0 | 0.84 | 0.93 | 0.77 | 0.76 |
RSquared | NA | 0.55 | 0.52 | 0.16 | 0.11 | NA | 0.19 | 0.38 | 0.65 | 0.44 | 0.48 | 0.22 | 0.71 | 0.72 | 0.72 | 0.68 | 0.48 | 0.44 | 0.56 | 0.64 | 0.58 | 0.66 | 0.7 | 0.73 |
Yield(%) | N/A | 7.8 | 7.7 | 4.5 | 6.8 | 5.5 | N/A | 4.9 | 7.1 | 7.6 | 9.9 | 15.5 | 6.7 | 6.8 | 6.6 | 6.8 | 9.2 | 6.8 | 9.9 | 10.0 | 9.8 | 8.9 | 10.2 | 5.3 |
Dividend Growth(%) | N/A | -0.7 | -82.4 | -37.7 | N/A | N/A | N/A | -36.5 | -2.8 | -16.1 | -87.8 | 113.5 | 0.9 | 0.0 | -2.3 | -14.2 | 19.1 | -36.0 | -15.4 | -0.9 | 0.8 | -11.5 | 99.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/20/1996
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 High Yield Bond Asset Class Trend Rankings |
Top Rated Funds in High Yield Bond
Best Mutual Funds
- MHITX (MFS HIGH INCOME FUND A) (100%)
- VWEHX (VANGUARD HIGH-YIELD CORPORATE FUND INVESTOR SHARES) (95%)
- FHYTX (FEDERATED HIGH YIELD TRUST SERVICE SHARES) (95%)
- TAHYX (PIONEER HIGH YIELD FUND PIONEER HIGH YIELD FUND: CLASS A) (94%)
- PRHYX (T. Rowe Price High Yield Fd In) (94%)
- RYHGX (HIGH YIELD STRATEGY FUND CLASS H) (93%)
- FYAIX (ACCESS FLEX HIGH YIELD FUND ACCESS FLEX HIGH YIELD FUND INVESTOR CLASS) (93%)
- PHYTX (HIGH YIELD FUND INSTITUTIONAL CLASS) (92%)
- PHAYX (Putnam High Yield Advantage Y) (92%)
- LZHYX (Lazard US Corporate Income Portfolio Institutional Shares) (92%)
Best ETFs
- HYG (iShares iBoxx $ High Yield Corporate Bond ETF) (94%)
- PHB (Invesco Fundamental High Yield Corporate Bond ETF) (93%)
- JNK (SPDR Bloomberg High Yield Bond ETF) (93%)
- HYS (PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund) (29%)
- SJNK (SPDR Bloomberg Short Term High Yield Bond ETF) (29%)
- ANGL (VanEck Fallen Angel High Yield Bond ETF) (28%)
Best Closed End Funds
- HYT (BlackRock Corporate High Yield Fund) (100%)
- DSU (BlackRock Debt Strategies Closed Fund) (99%)
- BLW (BlackRock Limited Duration Income Trust) (99%)
- DHY (Credit Suisse High Yield Bond Fund) (99%)
- CIK (Credit Suisse Asset Management IF) (99%)
- DHF (BNY Mellon High Yield Strategies Fund) (98%)
- EAD (Allspring Income Opportunities Fund) (98%)
- HYI (Western Asset High Yield Defined Opportunity Fund) (98%)
- MCI (Barings Corporate Investors) (97%)
- MPV (Barings Participation Investors (the Trust)) (97%)