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OSINX: Oppenheimer Strat Incm N (MUTUAL FUND)
Basic Info 3.24 0.02(0.62%) June 30
| Asset Class: | Multisector Bond |
| MyPlanIQ Rating: | (52%) |
| Start Date: | 03/22/2001 |
| Last Dividend Date: | 04/30/2025 |
| 12-Mo. Yield | 4.96% |
| Expenses | 0.86% |
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Performance Analytics (As of 06/27/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/22/2001 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.2 | 7.0 | 11.5 | 7.1 | 2.1 | 1.6 | 2.8 | 3.3 | 3.9 | 2.7 | 8.5 | -11.9 | -3.7 | 3.3 | 10.6 | -5.2 | 4.9 | 6.4 | -2.6 | 2.5 | -1.1 | 13.8 | 0.4 | 15.4 | 21.2 | -16.3 | 8.5 | 7.5 | 3.5 | 8.9 | 19.1 | 4.0 | -4.5 |
| Sharpe Ratio | NA | 1.69 | 1.3 | 0.52 | -0.01 | 0.02 | NA | NA | 0.49 | -0.64 | 0.62 | -1.6 | -0.82 | 0.22 | 2.49 | -1.79 | 1.59 | 1.85 | -0.88 | 0.89 | -0.29 | 4.15 | 0.08 | 3.29 | 3.86 | -2.24 | 1.44 | 1.04 | 0.31 | 1.68 | 4.78 | 0.75 | -2.01 |
| Draw Down(%) | NA | 3.5 | 4.0 | 9.9 | 22.5 | 25.1 | NA | NA | 25.4 | 4.2 | 5.4 | 19.6 | 6.2 | 25.1 | 2.5 | 6.4 | 1.5 | 3.0 | 5.9 | 3.8 | 7.3 | 2.4 | 7.7 | 4.1 | 8.1 | 25.4 | 2.7 | 4.3 | 3.0 | 4.8 | 4.0 | 4.6 | 7.7 |
| Standard Deviation(%) | NA | 6.2 | 5.8 | 6.9 | 6.4 | 6.6 | NA | NA | 5.5 | 6.0 | 6.9 | 8.3 | 4.5 | 13.9 | 3.7 | 3.7 | 2.7 | 3.3 | 3.0 | 2.8 | 3.9 | 3.3 | 5.2 | 4.6 | 5.5 | 7.6 | 3.8 | 4.1 | 4.3 | 4.7 | 3.9 | 3.9 | 4.0 |
| Treynor Ratio | NA | 0.16 | 0.12 | 0.06 | 0.0 | 0.0 | NA | NA | 0.06 | -0.05 | 0.09 | -0.22 | 0.26 | 0.04 | -1.41 | -0.41 | 0.13 | 0.26 | -0.5 | 0.13 | -0.02 | 1.3 | -0.27 | 0.3 | 0.55 | -0.34 | 0.13 | 0.06 | 0.02 | 0.12 | 0.39 | 0.06 | -0.27 |
| Alpha | NA | 0.03 | 0.02 | 0.02 | 0.01 | 0.0 | NA | NA | 0.01 | 0.0 | 0.01 | -0.02 | -0.02 | -0.01 | 0.04 | -0.03 | 0.01 | 0.02 | -0.01 | 0.01 | 0.0 | 0.05 | 0.0 | 0.04 | 0.07 | -0.08 | 0.01 | 0.01 | 0.01 | 0.02 | 0.06 | 0.0 | -0.04 |
| Beta | NA | 0.67 | 0.65 | 0.62 | 0.53 | 0.49 | NA | NA | 0.46 | 0.78 | 0.5 | 0.61 | -0.14 | 0.78 | -0.07 | 0.16 | 0.34 | 0.24 | 0.05 | 0.2 | 0.67 | 0.11 | -0.02 | 0.5 | 0.38 | 0.51 | 0.42 | 0.76 | 0.64 | 0.65 | 0.47 | 0.51 | 0.29 |
| RSquared | NA | 0.34 | 0.35 | 0.36 | 0.25 | 0.13 | NA | NA | 0.14 | 0.5 | 0.28 | 0.31 | 0.01 | 0.08 | 0.0 | 0.02 | 0.14 | 0.06 | 0.0 | 0.04 | 0.34 | 0.01 | 0.0 | 0.19 | 0.1 | 0.18 | 0.19 | 0.39 | 0.23 | 0.34 | 0.32 | 0.3 | 0.14 |
| Yield(%) | N/A | 1.7 | 4.5 | 4.8 | 3.5 | 3.4 | 4.1 | 4.3 | N/A | 5.3 | 5.0 | 2.9 | 2.4 | 2.5 | 4.6 | 4.5 | 4.1 | 3.7 | 3.9 | 4.7 | 4.6 | 5.6 | 5.7 | 6.3 | 6.6 | 5.3 | 6.2 | 4.6 | 6.7 | 6.0 | 5.8 | 5.6 | 0.7 |
| Dividend Growth(%) | N/A | -67.6 | -17.7 | 48.7 | -20.4 | -40.9 | N/A | N/A | N/A | 9.5 | 46.2 | 15.6 | -6.2 | -41.2 | -8.3 | 12.4 | 14.0 | -13.1 | -18.4 | -3.4 | -11.4 | -6.1 | -2.8 | 9.1 | -0.9 | -13.1 | 36.9 | -32.3 | 13.4 | 17.6 | 0.5 | 641.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/22/2001
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