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OPGSX: Oppenheimer Gold & Spec Minerals (MUTUAL FUND)
Basic Info 34.5 0.76(2.25%) May 19
| Asset Class: | EQUITY PRECIOUS METALS |
| MyPlanIQ Rating: | (29%) |
| Start Date: | 07/20/1983 |
| Last Dividend Date: | 12/16/2024 |
| 12-Mo. Yield | 0.85% |
| Expenses | 1.31% |
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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 07/20/1983 |
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 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.8 | 34.4 | 33.4 | 14.7 | 10.1 | 11.0 | 1.8 | 7.8 | 5.8 | 13.0 | 6.4 | -16.9 | -2.8 | 36.2 | 46.4 | -13.2 | 17.2 | 48.8 | -23.1 | -15.4 | -47.8 | -9.1 | -25.5 | 54.6 | 79.2 | -38.8 | 30.4 | 43.3 | 32.0 | -4.4 | 59.1 | 42.5 | 19.7 | -15.0 | 15.4 | -1.3 | -31.9 | 6.1 | -1.5 | -6.0 | 61.8 | -10.1 | 0.3 | -26.8 | 23.0 | 1.4 | 40.2 | 36.9 | -4.5 | -27.9 | -7.1 |
| Sharpe Ratio | NA | 2.92 | 0.76 | 0.29 | 0.19 | 0.28 | NA | NA | 0.11 | 0.23 | 0.08 | -0.48 | -0.1 | 0.75 | 2.13 | -0.69 | 0.67 | 1.16 | -0.63 | -0.41 | -1.15 | -0.31 | -0.71 | 1.75 | 1.76 | -0.56 | 0.82 | 1.15 | 1.22 | -0.2 | 2.09 | 1.3 | 0.88 | -0.9 | 0.46 | -0.15 | -1.79 | 0.18 | -0.4 | -0.62 | 2.86 | -0.84 | -0.22 | -1.74 | 1.15 | -0.21 | 1.2 | 1.13 | -0.42 | -1.53 | -1.99 |
| Draw Down(%) | NA | 10.4 | 19.0 | 35.9 | 47.1 | 47.1 | NA | NA | 80.0 | 19.0 | 24.8 | 47.1 | 29.0 | 38.6 | 12.8 | 24.9 | 20.3 | 37.8 | 38.9 | 40.6 | 53.6 | 34.2 | 31.1 | 20.4 | 20.8 | 72.9 | 24.3 | 32.7 | 23.6 | 31.3 | 22.7 | 35.7 | 17.5 | 28.7 | 20.2 | 45.1 | 40.5 | 15.1 | 15.1 | 16.4 | 18.8 | 24.7 | 14.7 | 37.5 | 12.0 | 15.8 | 21.6 | 22.1 | 24.1 | 37.8 | 10.9 |
| Standard Deviation(%) | NA | 36.1 | 31.5 | 31.5 | 31.6 | 32.7 | NA | NA | 30.1 | 27.8 | 26.1 | 38.5 | 28.6 | 47.7 | 21.1 | 21.1 | 24.8 | 41.7 | 36.5 | 38.0 | 41.6 | 30.4 | 36.1 | 31.1 | 45.0 | 70.5 | 33.4 | 35.0 | 24.4 | 27.2 | 27.9 | 31.9 | 20.2 | 21.2 | 26.6 | 30.9 | 19.8 | 14.0 | 13.2 | 14.3 | 20.8 | 14.8 | 15.8 | 18.4 | 15.0 | 15.8 | 29.9 | 28.7 | 23.2 | 22.5 | 10.7 |
| Treynor Ratio | NA | 0.98 | 0.2 | 0.07 | 0.05 | 0.08 | NA | NA | 0.03 | 0.04 | 0.01 | -0.13 | -0.02 | 0.39 | 0.63 | -0.16 | 0.16 | 0.47 | -0.21 | -0.1 | -0.31 | -0.1 | -0.29 | 0.65 | 1.06 | -0.41 | 0.23 | 0.33 | 0.25 | -0.04 | 0.45 | 0.34 | 0.21 | -0.2 | 0.12 | -0.05 | -0.43 | 0.03 | -0.07 | -0.12 | 0.73 | -0.17 | -0.04 | -0.4 | 0.26 | -0.06 | 0.76 | 0.36 | -0.13 | 0.0 | 0.0 |
| Alpha | NA | 0.13 | 0.08 | 0.01 | -0.04 | 0.03 | NA | NA | 0.01 | 0.05 | -0.02 | -0.1 | -0.09 | 0.09 | 0.1 | 0.09 | 0.01 | -0.01 | 0.05 | 0.02 | 0.03 | 0.02 | -0.03 | 0.07 | 0.08 | 0.14 | -0.03 | 0.01 | -0.06 | -0.05 | -0.05 | 0.01 | 0.02 | -0.03 | -0.05 | 0.01 | 0.0 | 0.02 | 0.0 | -0.01 | -0.03 | 0.02 | -0.01 | -0.06 | 0.01 | 0.03 | 0.07 | -0.01 | -0.03 | NA | NA |
| Beta | NA | 1.08 | 1.22 | 1.38 | 1.3 | 1.08 | NA | NA | 0.97 | 1.47 | 1.47 | 1.44 | 1.2 | 0.91 | 0.72 | 0.9 | 1.05 | 1.03 | 1.12 | 1.54 | 1.55 | 0.94 | 0.87 | 0.84 | 0.75 | 0.96 | 1.17 | 1.23 | 1.2 | 1.23 | 1.3 | 1.21 | 0.84 | 0.96 | 1.05 | 1.0 | 0.81 | 0.84 | 0.76 | 0.73 | 0.81 | 0.73 | 0.97 | 0.8 | 0.67 | 0.54 | 0.47 | 0.9 | 0.74 | NA | NA |
| RSquared | NA | 0.51 | 0.57 | 0.63 | 0.53 | 0.61 | NA | NA | 0.62 | 0.63 | 0.64 | 0.66 | 0.45 | 0.35 | 0.12 | 0.66 | 0.93 | 0.93 | 0.93 | 0.84 | 0.61 | 0.6 | 0.69 | 0.64 | 0.5 | 0.64 | 0.86 | 0.82 | 0.7 | 0.8 | 0.74 | 0.79 | 0.68 | 0.73 | 0.87 | 0.91 | 0.85 | 0.83 | 0.79 | 0.77 | 0.82 | 0.59 | 0.78 | 0.81 | 0.35 | 0.3 | 0.25 | 0.44 | 0.5 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.8 | 0.7 | 1.5 | 2.5 | 2.0 | 6.7 | N/A | 1.0 | 0.8 | 0.4 | 3.1 | 2.1 | 0.4 | 0.0 | 3.0 | 9.9 | 0.0 | 1.8 | 0.0 | 0.0 | 4.8 | 14.8 | 3.3 | 2.5 | 8.0 | 18.2 | 6.6 | 6.6 | 8.6 | 1.5 | 5.4 | 2.2 | 2.1 | 0.2 | 0.3 | 0.2 | 0.5 | 0.5 | 0.7 | 1.4 | 1.8 | 0.3 | 2.3 | 1.5 | 4.1 | 2.1 | 0.4 | 0.8 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 19.4 | -64.5 | 19.8 | -80.6 | -12.1 | 306.2 | N/A | 19.4 | 89.8 | -89.5 | 115.0 | 623.3 | N/A | -100.0 | -56.2 | N/A | -100.0 | N/A | N/A | -100.0 | -56.4 | 719.9 | -27.9 | -58.4 | -50.0 | 281.0 | -14.7 | 15.2 | 715.0 | -68.7 | 107.5 | 14.1 | 1000.0 | -51.4 | 32.1 | -52.5 | -11.9 | 13.6 | -56.6 | -26.5 | 362.5 | -85.2 | 50.0 | -49.3 | 159.1 | 470.8 | -65.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/20/1983
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