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OPSIX: Oppenheimer Global Strategic Inc A (MUTUAL FUND)
Basic Info 3.11 0.01(0.32%) December 08
| Asset Class: | Multisector Bond |
| MyPlanIQ Rating: | (55%) |
| Start Date: | 11/21/1989 |
| Last Dividend Date: | 11/30/2023 |
| 12-Mo. Yield | 4.81% |
| Expenses | 0.86% |
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Performance Analytics (As of 12/08/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.3 | 7.3 | 8.7 | -2.4 | 0.8 | 1.4 | 4.6 | 5.6 | -11.8 | -3.2 | 3.5 | 10.6 | -4.7 | 6.2 | 6.4 | -2.3 | 3.1 | -0.9 | 14.3 | 0.9 | 17.3 | 22.2 | -16.1 | 9.1 | 7.7 | 4.0 | 9.3 | 19.7 | 5.4 | 3.5 | 2.2 | 4.1 | 1.7 | 8.4 | 13.3 | 15.1 | -4.6 | 17.2 | 5.8 | 19.3 | 6.6 | 2.9 |
| SR | NA | 0.5 | 0.65 | -0.63 | -0.07 | 0.07 | NA | 0.74 | -1.58 | -0.76 | 0.24 | 2.36 | -1.69 | 2.12 | 1.8 | -0.77 | 1.05 | -0.25 | 4.11 | 0.17 | 3.37 | 4.08 | -2.16 | 1.57 | 1.1 | 0.41 | 1.72 | 4.87 | 1.04 | 0.23 | -0.44 | 0.22 | -0.35 | 1.4 | 2.53 | 2.78 | -1.63 | 4.0 | 0.76 | 3.64 | 0.27 | 5.48 |
| DD(%) | NA | 5.4 | 5.4 | 22.2 | 25.1 | 25.1 | NA | 25.4 | 19.3 | 6.0 | 25.1 | 2.5 | 6.2 | 1.5 | 3.0 | 5.7 | 4.0 | 7.2 | 2.4 | 7.5 | 3.8 | 8.0 | 25.4 | 2.4 | 4.3 | 3.0 | 4.7 | 3.7 | 4.8 | 5.6 | 4.6 | 3.3 | 6.2 | 2.0 | 1.7 | 2.0 | 7.6 | 1.9 | 3.8 | 1.4 | 4.8 | 0.2 |
| SD(%) | NA | 6.9 | 6.9 | 6.7 | 8.3 | 6.2 | NA | 5.1 | 8.4 | 4.3 | 13.8 | 3.9 | 3.6 | 2.6 | 3.4 | 3.1 | 3.0 | 3.9 | 3.5 | 5.3 | 5.1 | 5.4 | 7.8 | 3.9 | 4.0 | 4.4 | 4.9 | 3.9 | 4.1 | 5.1 | 4.4 | 4.0 | 4.7 | 3.4 | 3.8 | 4.1 | 4.7 | 3.8 | 4.5 | 4.3 | 5.0 | 4.7 |
| TR | NA | 0.07 | 0.09 | -0.09 | -0.01 | 0.01 | NA | 0.09 | -0.22 | 0.41 | 0.08 | 1.47 | -0.3 | 0.18 | 0.29 | -0.91 | 0.19 | -0.02 | 1.04 | -0.23 | 0.32 | 0.62 | -0.35 | 0.18 | 0.05 | 0.03 | 0.13 | 0.44 | 0.1 | 0.02 | -0.03 | 0.02 | -0.02 | 0.09 | 0.19 | 0.29 | -0.18 | 0.38 | 0.06 | 0.47 | 0.06 | 0.92 |
| Alpha | NA | 0.02 | 0.02 | 0.0 | 0.0 | 0.0 | NA | 0.01 | -0.02 | -0.01 | 0.01 | 0.03 | -0.02 | 0.02 | 0.02 | -0.01 | 0.01 | 0.0 | 0.05 | 0.01 | 0.05 | 0.07 | -0.08 | 0.02 | 0.01 | 0.01 | 0.03 | 0.06 | 0.01 | -0.01 | -0.02 | 0.01 | -0.02 | 0.01 | 0.04 | 0.02 | -0.02 | 0.05 | 0.01 | 0.04 | 0.0 | 0.09 |
| Beta | NA | 0.51 | 0.49 | 0.49 | 0.44 | 0.37 | NA | 0.44 | 0.6 | -0.08 | 0.4 | 0.06 | 0.2 | 0.32 | 0.22 | 0.03 | 0.16 | 0.62 | 0.14 | -0.04 | 0.54 | 0.36 | 0.48 | 0.35 | 0.81 | 0.68 | 0.66 | 0.43 | 0.44 | 0.59 | 0.64 | 0.57 | 0.7 | 0.57 | 0.52 | 0.39 | 0.43 | 0.39 | 0.55 | 0.33 | 0.24 | 0.28 |
| RS | NA | 0.29 | 0.27 | 0.22 | 0.09 | 0.08 | NA | 0.14 | 0.31 | 0.01 | 0.02 | 0.0 | 0.03 | 0.13 | 0.05 | 0.0 | 0.02 | 0.29 | 0.01 | 0.0 | 0.18 | 0.09 | 0.15 | 0.12 | 0.46 | 0.24 | 0.33 | 0.26 | 0.2 | 0.34 | 0.37 | 0.4 | 0.4 | 0.45 | 0.47 | 0.2 | 0.24 | 0.13 | 0.25 | 0.1 | 0.05 | 0.04 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/03/1996
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