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OPIGX: Oppenheimer Core Bond A (MUTUAL FUND)
Basic Info 5.58 0(0.0%) May 16
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (33%) |
| Start Date: | 06/29/1988 |
| Last Dividend Date: | 11/29/2024 |
| 12-Mo. Yield | 2.62% |
| 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 06/29/1988 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.4 | -0.2 | 2.3 | 0.9 | -2.1 | 0.7 | 2.5 | 1.4 | 3.9 | 1.8 | 5.3 | -14.0 | -1.6 | 2.7 | 9.5 | -1.1 | 4.3 | 2.8 | 0.5 | 6.3 | 0.1 | 9.7 | 7.5 | 10.5 | 7.4 | -27.3 | 4.5 | 4.8 | 2.4 | 4.9 | 5.9 | 9.6 | 7.0 | 5.8 | -1.6 | 5.6 | 10.1 | 4.9 | 17.0 | -3.9 | 10.3 | 6.8 | 18.3 | 4.8 | 11.3 | 2.8 |
| Sharpe Ratio | NA | -0.65 | -0.78 | -0.51 | -0.77 | -0.19 | NA | NA | 0.34 | -0.89 | 0.14 | -2.07 | -0.47 | 0.35 | 2.36 | -0.93 | 1.32 | 0.8 | 0.14 | 2.41 | 0.03 | 3.84 | 1.85 | 2.47 | 1.0 | -1.64 | 0.42 | 0.49 | 0.07 | 0.96 | 1.18 | 1.77 | 0.78 | 0.42 | -1.1 | 0.51 | 1.7 | 0.29 | 2.96 | -1.25 | 2.25 | 1.21 | 3.31 | -0.14 | 1.59 | 0.22 |
| Draw Down(%) | NA | 3.0 | 5.1 | 10.0 | 23.2 | 23.2 | NA | NA | 39.9 | 4.1 | 8.2 | 18.3 | 3.2 | 8.2 | 2.0 | 3.1 | 1.5 | 4.1 | 2.8 | 1.2 | 5.1 | 1.0 | 1.8 | 3.1 | 15.9 | 39.9 | 2.3 | 2.0 | 2.4 | 4.4 | 4.7 | 3.0 | 6.7 | 3.3 | 4.5 | 3.8 | 2.0 | 3.7 | 2.4 | 7.1 | 2.9 | 2.8 | 1.6 | 3.3 | 1.9 | 1.3 |
| Standard Deviation(%) | NA | 5.2 | 5.2 | 6.7 | 6.1 | 5.1 | NA | NA | 5.3 | 5.4 | 7.5 | 7.5 | 3.4 | 7.1 | 3.4 | 2.6 | 2.8 | 3.2 | 3.5 | 2.6 | 3.3 | 2.5 | 4.0 | 4.2 | 7.3 | 17.2 | 3.6 | 3.3 | 2.9 | 4.1 | 4.4 | 4.8 | 6.1 | 4.1 | 4.4 | 4.4 | 3.9 | 4.6 | 4.4 | 5.5 | 3.6 | 3.6 | 4.4 | 3.6 | 3.5 | 2.3 |
| Treynor Ratio | NA | -0.04 | -0.04 | -0.04 | -0.06 | -0.01 | NA | NA | 0.02 | -0.05 | 0.01 | -0.18 | -0.02 | 0.03 | 0.09 | -0.03 | 0.04 | 0.03 | 0.01 | 0.08 | 0.0 | 0.14 | 0.1 | 0.14 | 0.1 | -0.5 | 0.02 | 0.02 | 0.0 | 0.05 | 0.06 | 0.1 | 0.06 | 0.02 | -0.06 | 0.03 | 0.08 | 0.02 | 0.16 | -0.07 | 0.09 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 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 | 0.0 | 0.01 | 0.01 | 0.01 | -0.02 | -0.11 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.04 | NA | NA | NA | NA | NA |
| Beta | NA | 0.87 | 0.91 | 0.91 | 0.86 | 0.86 | NA | NA | 0.79 | 0.93 | 0.95 | 0.85 | 0.75 | 0.74 | 0.95 | 0.85 | 0.88 | 0.74 | 0.78 | 0.76 | 0.78 | 0.7 | 0.74 | 0.76 | 0.75 | 0.56 | 0.69 | 0.85 | 0.72 | 0.82 | 0.8 | 0.82 | 0.83 | 0.76 | 0.79 | 0.75 | 0.84 | 0.71 | 0.8 | 0.96 | 0.95 | NA | NA | NA | NA | NA |
| RSquared | NA | 0.9 | 0.9 | 0.93 | 0.78 | 0.78 | NA | NA | 0.52 | 0.9 | 0.94 | 0.94 | 0.78 | 0.36 | 0.82 | 0.74 | 0.77 | 0.72 | 0.87 | 0.77 | 0.78 | 0.74 | 0.81 | 0.86 | 0.51 | 0.07 | 0.77 | 0.89 | 0.86 | 0.9 | 0.9 | 0.82 | 0.71 | 0.78 | 0.86 | 0.85 | 0.9 | 0.89 | 0.92 | 0.93 | 0.08 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 2.6 | 3.3 | 2.4 | 2.7 | 3.4 | 3.0 | N/A | 4.1 | 4.3 | 2.6 | 1.7 | 2.0 | 3.3 | 3.1 | 2.8 | 2.5 | 3.1 | 3.4 | 4.0 | 4.0 | 4.7 | 4.8 | 6.7 | 13.0 | 4.9 | 4.8 | 4.2 | 4.2 | 3.4 | 5.2 | 7.4 | 7.4 | 6.6 | 6.4 | 7.3 | 7.1 | 6.8 | 6.2 | 6.6 | 7.1 | 7.9 | 8.6 | 9.3 | 7.1 |
| Dividend Growth(%) | N/A | -100.0 | -41.4 | 36.2 | -13.7 | -58.9 | -66.3 | N/A | N/A | -4.5 | 39.9 | 45.4 | -15.6 | -35.4 | 3.1 | 12.9 | 11.7 | -22.2 | -6.1 | -17.0 | 4.9 | -12.9 | 3.1 | -27.9 | -69.4 | 166.9 | 1.6 | 11.1 | 0.7 | 26.9 | -31.3 | -31.1 | -0.4 | 2.7 | 0.7 | -8.3 | -1.0 | 14.3 | 0.0 | -3.3 | -7.3 | -2.6 | -11.4 | -6.0 | 25.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/29/1988
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