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OSMYX: Oppenheimer Intl Small Company Y (MUTUAL FUND)
Basic Info 39.39 0.56(1.44%) May 02
| Asset Class: | FOREIGN SMALL/MID GROWTH |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 10/11/2005 |
| Last Dividend Date: | 12/12/2024 |
| 12-Mo. Yield | 1.66% |
| Expenses | 0.97% |
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Performance Analytics (As of 05/02/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 10/11/2005 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.5 | 9.1 | -1.9 | -1.2 | -0.3 | 3.4 | 7.2 | 7.4 | -13.7 | 10.8 | -31.2 | 3.2 | 15.1 | 25.1 | -9.3 | 38.3 | -0.2 | 15.1 | 0.4 | 45.3 | 23.2 | -20.1 | 37.7 | 122.8 | -65.9 | 21.5 | 37.0 | 5.4 |
| Sharpe Ratio | NA | 1.37 | -0.46 | -0.29 | -0.15 | 0.09 | NA | 0.28 | -1.25 | 0.44 | -1.2 | 0.18 | 0.54 | 1.7 | -0.53 | 5.11 | -0.03 | 1.3 | 0.04 | 4.26 | 1.54 | -0.83 | 1.59 | 3.32 | -1.45 | 0.76 | 1.63 | 2.17 |
| Draw Down(%) | NA | 12.0 | 24.3 | 24.3 | 49.2 | 49.2 | NA | 78.2 | 19.9 | 19.1 | 41.7 | 17.2 | 32.8 | 8.3 | 21.3 | 3.1 | 11.7 | 7.1 | 13.0 | 5.8 | 14.0 | 24.5 | 20.6 | 19.1 | 74.9 | 23.9 | 25.6 | 5.8 |
| Standard Deviation(%) | NA | 19.5 | 18.1 | 19.3 | 19.7 | 18.5 | NA | 22.2 | 16.3 | 14.9 | 27.2 | 18.4 | 27.7 | 14.0 | 19.9 | 7.4 | 14.6 | 11.6 | 10.1 | 10.6 | 15.2 | 24.1 | 23.6 | 37.0 | 46.0 | 24.4 | 20.8 | 11.2 |
| Treynor Ratio | NA | 0.45 | -0.15 | -0.08 | -0.05 | 0.03 | NA | 0.08 | -0.39 | 0.09 | -0.44 | 0.05 | 0.19 | 0.32 | -0.16 | 0.58 | -0.01 | 0.24 | 0.01 | 0.64 | 0.28 | -0.25 | 0.38 | 1.06 | -0.81 | 0.17 | 0.31 | 0.44 |
| Alpha | NA | 0.05 | -0.03 | -0.02 | -0.01 | 0.0 | NA | 0.01 | -0.07 | 0.0 | -0.04 | 0.02 | -0.09 | 0.01 | 0.0 | 0.04 | -0.01 | 0.06 | 0.02 | 0.09 | 0.02 | -0.04 | 0.07 | 0.17 | -0.22 | 0.02 | 0.03 | 0.02 |
| Beta | NA | 0.6 | 0.53 | 0.68 | 0.64 | 0.67 | NA | 0.8 | 0.52 | 0.74 | 0.74 | 0.59 | 0.8 | 0.74 | 0.65 | 0.66 | 0.75 | 0.64 | 0.69 | 0.7 | 0.82 | 0.8 | 0.98 | 1.15 | 0.82 | 1.12 | 1.08 | 0.55 |
| RSquared | NA | 0.8 | 0.5 | 0.69 | 0.6 | 0.62 | NA | 0.67 | 0.4 | 0.75 | 0.82 | 0.43 | 0.78 | 0.58 | 0.36 | 0.65 | 0.81 | 0.78 | 0.72 | 0.78 | 0.86 | 0.88 | 0.82 | 0.82 | 0.63 | 0.79 | 0.61 | 0.31 |
| Yield(%) | N/A | 0.0 | 1.7 | 1.0 | 0.7 | 2.9 | 4.6 | N/A | 1.6 | 1.2 | 0.2 | 0.3 | 0.0 | 5.9 | 9.3 | 4.4 | 0.4 | 0.3 | 0.7 | 1.3 | 1.9 | 4.1 | 11.3 | 8.1 | 0.3 | 22.1 | 3.5 | 10.2 |
| Dividend Growth(%) | N/A | -100.0 | 43.9 | -51.0 | -84.1 | N/A | N/A | N/A | 43.9 | 375.8 | -41.1 | N/A | -100.0 | -48.6 | 184.8 | 920.8 | 63.9 | -58.4 | -21.8 | -16.3 | -64.8 | -55.2 | 193.1 | 913.2 | -98.7 | 703.8 | -66.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/11/2005
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