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QIVIX: Oppenheimer International Equity Fund I (MUTUAL FUND)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/05/2013 |
Last Dividend Date: | 12/14/2022 |
12-Mo. Yield | 0.00% |
Expenses | 0.84% |
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Performance Analytics (As of 08/03/2023)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.6 | 11.6 | 2.5 | 3.0 | 4.0 | 4.8 | 10.8 | -17.8 | -3.3 | 18.7 | 24.3 | -17.2 | 31.6 | 2.4 | -0.6 | -9.9 | 21.4 |
Sharpe Ratio | NA | 0.46 | 0.07 | 0.09 | 0.21 | 0.26 | 1.06 | -0.93 | -0.22 | 0.65 | 2.01 | -1.39 | 4.21 | 0.14 | -0.04 | -0.91 | 2.33 |
Draw Down(%) | NA | 15.1 | 33.1 | 33.1 | 33.3 | 33.3 | 6.9 | 30.2 | 13.6 | 31.7 | 7.3 | 24.6 | 3.1 | 8.9 | 15.2 | 14.0 | 9.3 |
Standard Deviation(%) | NA | 17.1 | 16.9 | 18.7 | 15.8 | 15.8 | 14.0 | 20.8 | 15.3 | 28.1 | 11.4 | 13.3 | 7.4 | 15.3 | 13.7 | 10.9 | 12.8 |
Treynor Ratio | NA | 0.11 | 0.02 | 0.02 | 0.04 | 0.06 | 0.21 | -0.27 | -0.04 | 0.25 | 0.33 | -0.28 | 0.45 | 0.02 | -0.01 | -0.13 | 0.34 |
Alpha | NA | 0.01 | -0.03 | -0.02 | -0.02 | -0.02 | -0.02 | -0.02 | -0.09 | 0.01 | 0.01 | -0.06 | 0.06 | -0.03 | 0.0 | -0.08 | 0.01 |
Beta | NA | 0.74 | 0.73 | 0.72 | 0.73 | 0.73 | 0.7 | 0.71 | 0.83 | 0.73 | 0.7 | 0.66 | 0.69 | 0.92 | 0.71 | 0.74 | 0.88 |
RSquared | NA | 0.68 | 0.66 | 0.74 | 0.7 | 0.7 | 0.52 | 0.73 | 0.56 | 0.83 | 0.6 | 0.7 | 0.43 | 0.67 | 0.62 | 0.63 | 0.64 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 1.4 | 0.5 | 2.6 | 1.1 | 2.2 | 2.5 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 300.0 | -81.4 | 126.3 | -55.8 | 2.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/28/2013
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