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OSMAX: Oppenheimer International Small Company A (MUTUAL FUND)
Basic Info 42.58 0.49(1.14%) July 07
| Asset Class: | FOREIGN SMALL/MID GROWTH |
| MyPlanIQ Rating: | (66%) |
| Start Date: | 12/16/1998 |
| Last Dividend Date: | 12/12/2024 |
| 12-Mo. Yield | 1.36% |
| Expenses | 0.97% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/16/1998 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.1 | 16.6 | 3.9 | 4.6 | -1.6 | 3.7 | 8.3 | 8.1 | 9.0 | -13.8 | 10.5 | -31.4 | 3.1 | 14.9 | 24.8 | -9.5 | 37.9 | -0.5 | 14.9 | 0.1 | 44.9 | 22.7 | -20.4 | 37.2 | 121.7 | -66.0 | 21.0 | 36.6 | 33.7 | 29.9 | 85.0 | -8.2 | -18.6 | -34.5 | 66.5 | -3.9 |
| Sharpe Ratio | NA | 2.09 | 0.1 | 0.08 | -0.19 | 0.13 | NA | NA | 0.37 | -1.26 | 0.43 | -1.21 | 0.17 | 0.53 | 1.68 | -0.75 | 5.05 | -0.05 | 1.28 | 0.01 | 4.23 | 1.5 | -0.85 | 1.57 | 3.28 | -1.45 | 0.74 | 1.61 | 2.87 | 1.84 | 6.35 | -0.72 | -1.26 | -1.71 | 4.71 | -1.74 |
| Draw Down(%) | NA | 12.1 | 24.4 | 24.4 | 49.3 | 49.3 | NA | NA | 78.3 | 19.9 | 19.3 | 41.8 | 17.2 | 32.8 | 8.3 | 21.4 | 3.1 | 11.7 | 7.1 | 13.1 | 5.8 | 14.0 | 24.8 | 20.6 | 19.2 | 75.0 | 23.9 | 25.6 | 9.4 | 19.0 | 9.9 | 30.5 | 35.6 | 49.6 | 8.4 | 6.9 |
| Standard Deviation(%) | NA | 17.3 | 18.2 | 18.3 | 19.5 | 17.9 | NA | NA | 20.6 | 16.2 | 14.9 | 27.2 | 18.3 | 27.7 | 13.9 | 14.3 | 7.4 | 14.6 | 11.6 | 10.1 | 10.6 | 15.2 | 24.1 | 23.7 | 37.0 | 45.9 | 24.4 | 20.8 | 11.0 | 15.7 | 13.3 | 12.8 | 16.9 | 22.5 | 13.4 | 38.2 |
| Treynor Ratio | NA | 0.6 | 0.03 | 0.02 | -0.05 | 0.03 | NA | NA | 0.1 | -0.38 | 0.09 | -0.45 | 0.07 | 0.19 | 0.32 | -0.15 | 0.57 | -0.01 | 0.23 | 0.0 | 0.64 | 0.28 | -0.26 | 0.38 | 1.06 | -0.81 | 0.16 | 0.31 | 0.49 | 0.33 | 1.49 | -0.31 | -0.39 | -0.4 | 1.41 | 3.4 |
| Alpha | NA | 0.05 | -0.02 | -0.02 | -0.03 | -0.01 | NA | NA | 0.01 | -0.07 | 0.0 | -0.03 | 0.04 | -0.08 | 0.01 | 0.0 | 0.03 | -0.01 | 0.06 | 0.02 | 0.09 | 0.02 | -0.05 | 0.07 | 0.17 | -0.23 | 0.02 | 0.03 | 0.08 | 0.04 | 0.18 | -0.01 | -0.04 | -0.13 | 0.16 | -0.3 |
| Beta | NA | 0.61 | 0.62 | 0.73 | 0.69 | 0.71 | NA | NA | 0.78 | 0.54 | 0.74 | 0.73 | 0.43 | 0.76 | 0.74 | 0.7 | 0.65 | 0.75 | 0.64 | 0.69 | 0.7 | 0.82 | 0.8 | 0.98 | 1.15 | 0.82 | 1.12 | 1.08 | 0.65 | 0.88 | 0.56 | 0.3 | 0.54 | 0.97 | 0.45 | -0.2 |
| RSquared | NA | 0.76 | 0.55 | 0.71 | 0.66 | 0.71 | NA | NA | 0.64 | 0.41 | 0.75 | 0.81 | 0.28 | 0.74 | 0.58 | 0.82 | 0.64 | 0.81 | 0.78 | 0.72 | 0.77 | 0.86 | 0.88 | 0.82 | 0.82 | 0.63 | 0.79 | 0.61 | 0.38 | 0.53 | 0.34 | 0.26 | 0.43 | 0.59 | 0.2 | 0.0 |
| Yield(%) | N/A | 0.0 | 1.4 | 0.8 | 0.4 | 2.6 | 4.7 | 6.0 | N/A | 1.3 | 0.9 | 0.0 | 0.0 | 0.0 | 5.8 | 8.9 | 3.9 | 0.2 | 0.1 | 0.5 | 1.0 | 1.3 | 3.7 | 10.8 | 7.3 | 0.0 | 21.4 | 3.1 | 13.0 | 3.2 | 0.9 | 0.0 | 0.8 | 4.5 | 27.3 | 0.3 |
| Dividend Growth(%) | N/A | -100.0 | 55.9 | -61.0 | -88.6 | -27.9 | N/A | N/A | N/A | 55.9 | N/A | -100.0 | N/A | -100.0 | -46.9 | 204.3 | 2507.1 | 124.0 | -83.9 | -32.0 | -10.6 | -72.0 | -57.9 | 209.9 | N/A | -100.0 | 789.5 | -70.7 | 417.9 | 556.2 | N/A | -100.0 | -88.9 | -77.4 | 8597.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/16/1998
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