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OPMBX: Oppenheimer Main Street Mid Cap Fund Cl (MUTUAL FUND)
Basic Info
Asset Class: | SMALL BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/24/1999 |
Last Dividend Date: | 12/08/2017 |
12-Mo. Yield | 15.61% |
Expenses | 2.04% |
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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 | Since 09/24/1999 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 3.7 | 5.0 | 9.6 | 9.1 | 9.8 | 3.7 | 13.8 | 12.5 | -7.9 | 11.4 | 32.3 | 15.8 | -3.4 | 22.2 | 35.8 | -38.7 | -2.2 | 13.8 | 9.1 | 18.3 | 45.3 | -16.6 | 12.2 | 9.3 | 31.0 |
Sharpe Ratio | NA | 0.86 | 0.37 | 0.76 | 0.32 | NA | 0.39 | 0.47 | 1.68 | 0.82 | -0.54 | 0.88 | 2.63 | 1.02 | -0.11 | 1.01 | 0.91 | -0.87 | -0.27 | 0.63 | 0.46 | 1.04 | 2.56 | -0.79 | 0.5 | 0.19 | 12.21 |
Draw Down(%) | NA | 8.6 | 22.2 | 22.3 | 56.9 | NA | 64.3 | 8.6 | 3.6 | 11.6 | 14.3 | 10.4 | 5.8 | 13.5 | 27.8 | 18.1 | 36.9 | 54.5 | 16.5 | 15.3 | 10.1 | 13.9 | 14.1 | 28.8 | 22.6 | 21.3 | 4.0 |
Standard Deviation(%) | NA | 11.3 | 13.3 | 13.0 | 24.2 | NA | 22.3 | 14.4 | 7.9 | 15.0 | 14.7 | 13.0 | 12.3 | 15.5 | 30.0 | 21.9 | 39.0 | 45.6 | 19.3 | 16.6 | 14.9 | 16.6 | 17.4 | 22.3 | 19.9 | 27.9 | 13.8 |
Treynor Ratio | NA | 0.11 | 0.06 | 0.11 | 0.08 | NA | 0.09 | 0.08 | 0.19 | 0.15 | -0.09 | 0.13 | 0.37 | 0.17 | -0.04 | 0.24 | 0.33 | -0.39 | -0.05 | 0.1 | 0.07 | 0.17 | 0.46 | -0.2 | 0.12 | 0.06 | 5.4 |
Alpha | NA | -0.02 | -0.01 | 0.0 | -0.01 | NA | 0.0 | -0.03 | 0.01 | -0.01 | -0.02 | 0.02 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.03 | 0.04 | 0.34 |
Beta | NA | 0.85 | 0.85 | 0.86 | 0.98 | NA | 0.95 | 0.9 | 0.7 | 0.84 | 0.93 | 0.86 | 0.88 | 0.94 | 0.95 | 0.92 | 1.09 | 1.02 | 1.03 | 1.08 | 1.02 | 1.02 | 0.97 | 0.87 | 0.81 | 0.87 | 0.31 |
RSquared | NA | 0.86 | 0.89 | 0.9 | 0.97 | NA | 0.94 | 0.9 | 0.81 | 0.89 | 0.94 | 0.89 | 0.95 | 0.96 | 0.99 | 0.99 | 0.98 | 0.99 | 0.96 | 0.99 | 0.98 | 0.97 | 0.97 | 0.95 | 0.9 | 0.86 | 0.21 |
Yield(%) | N/A | 15.6 | 9.3 | 10.7 | 7.0 | 9.0 | N/A | 0.0 | 16.5 | 2.8 | 12.3 | 17.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.2 | 9.7 | 7.8 | 7.8 | 10.9 | 0.0 | 0.0 | 0.1 | 6.3 | 0.2 |
Dividend Growth(%) | N/A | 553.8 | 62.9 | 42828.6 | N/A | N/A | N/A | -100.0 | 556.1 | -81.8 | -31.3 | N/A | N/A | N/A | N/A | N/A | -100.0 | -98.5 | 29.7 | 5.4 | -25.0 | N/A | N/A | -100.0 | -98.7 | 3850.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/24/1999
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