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OSCIX: Oppenheimer Intl Small Company I (MUTUAL FUND)
Basic Info 43.04 0.5(1.18%) May 15
Asset Class: | FOREIGN SMALL/MID GROWTH |
MyPlanIQ Rating: | (3%) |
Start Date: | 01/03/2012 |
Last Dividend Date: | 12/13/2023 |
12-Mo. Yield | 2.77% |
Expenses | 0.97% |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/03/2012 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.9 | 0.6 | 3.6 | -3.6 | 4.0 | 7.2 | 10.8 | 12.8 | -31.0 | 14.0 | 25.2 | 25.3 | -9.1 | 38.5 | -0.1 | 15.4 | 0.5 | 45.4 | 19.8 |
Sharpe Ratio | NA | -0.55 | -0.13 | -0.39 | 0.08 | 0.36 | 0.61 | 0.57 | -1.19 | 0.99 | 0.95 | 1.71 | -0.73 | 5.14 | -0.02 | 1.32 | 0.05 | 4.29 | 1.34 |
Draw Down(%) | NA | 8.5 | 19.1 | 43.9 | 43.9 | 43.9 | 43.9 | 19.1 | 41.6 | 9.8 | 32.8 | 8.3 | 21.2 | 3.1 | 11.6 | 7.1 | 13.0 | 5.8 | 14.0 |
Standard Deviation(%) | NA | 13.7 | 14.6 | 19.7 | 20.3 | 16.7 | 16.0 | 15.0 | 27.2 | 14.1 | 26.3 | 14.0 | 14.3 | 7.4 | 14.6 | 11.6 | 10.2 | 10.6 | 15.0 |
Treynor Ratio | NA | -0.1 | -0.02 | -0.1 | 0.02 | 0.08 | 0.13 | 0.12 | -0.44 | 0.25 | 0.31 | 0.32 | -0.15 | 0.58 | 0.0 | 0.24 | 0.01 | 0.65 | 0.24 |
Alpha | NA | -0.07 | -0.03 | -0.01 | -0.01 | 0.0 | 0.01 | 0.0 | -0.04 | 0.05 | -0.06 | 0.01 | 0.0 | 0.04 | -0.01 | 0.06 | 0.02 | 0.09 | 0.02 |
Beta | NA | 0.76 | 0.77 | 0.74 | 0.74 | 0.73 | 0.73 | 0.74 | 0.74 | 0.57 | 0.79 | 0.74 | 0.7 | 0.65 | 0.75 | 0.64 | 0.69 | 0.7 | 0.82 |
RSquared | NA | 0.77 | 0.75 | 0.79 | 0.78 | 0.78 | 0.78 | 0.75 | 0.82 | 0.63 | 0.85 | 0.58 | 0.82 | 0.65 | 0.81 | 0.78 | 0.72 | 0.77 | 0.85 |
Yield(%) | N/A | 0.0 | 2.8 | 4.4 | 6.1 | 6.6 | N/A | 3.0 | 0.5 | 10.7 | 9.3 | 6.0 | 9.5 | 4.6 | 0.6 | 0.4 | 0.9 | 1.5 | 1.9 |
Dividend Growth(%) | N/A | -100.0 | 325.6 | -36.4 | 102.5 | N/A | N/A | 321.4 | -95.3 | 31.8 | 88.3 | -49.3 | 178.7 | 668.2 | 57.1 | -50.0 | -15.2 | -8.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/03/2012
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