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QSCCX: Oppenheimer Small & Mid Cap Value C (MUTUAL FUND)
Basic Info
Asset Class: | MID-CAP VALUE |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/19/1995 |
Last Dividend Date: | 12/13/2019 |
12-Mo. Yield | 15.97% |
Expenses | 1.90% |
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Performance Analytics (As of 09/11/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/11/1997 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -23.1 | -7.0 | -0.1 | 5.0 | 3.8 | 6.4 | 5.9 | -27.8 | 27.0 | -18.7 | 12.5 | 19.4 | -7.7 | 9.7 | 36.7 | 8.6 | -8.2 | 19.6 | 43.6 | -50.3 | 8.3 | 17.1 | 10.9 | 27.2 | 45.0 | -11.1 | 11.5 | 15.9 | -1.9 | -10.5 | 23.7 | 4.4 | -3.5 |
Sharpe Ratio | NA | -0.62 | -0.31 | -0.13 | 0.19 | NA | NA | 0.21 | -1.04 | 1.76 | -1.26 | 1.32 | 1.18 | -0.51 | 0.74 | 2.85 | 0.59 | -0.32 | 0.94 | 1.44 | -1.11 | 0.32 | 1.16 | 0.66 | 1.95 | 3.09 | -0.59 | 0.5 | 0.5 | -0.44 | -0.95 | 2.08 | 0.06 | -2.3 |
Draw Down(%) | NA | 45.6 | 46.2 | 46.2 | 46.2 | NA | NA | 66.0 | 45.6 | 9.8 | 27.3 | 5.2 | 13.7 | 15.7 | 12.2 | 5.6 | 14.2 | 27.6 | 17.7 | 24.9 | 62.6 | 13.3 | 11.1 | 9.4 | 10.0 | 12.2 | 29.4 | 20.5 | 19.9 | 15.9 | 34.3 | 7.4 | 13.5 | 5.1 |
Standard Deviation(%) | NA | 37.4 | 24.2 | 21.1 | 19.7 | NA | NA | 20.3 | 64.9 | 14.5 | 15.9 | 9.0 | 16.2 | 15.3 | 13.1 | 12.9 | 14.5 | 26.0 | 20.8 | 30.1 | 46.0 | 16.7 | 11.9 | 13.3 | 13.5 | 14.3 | 20.8 | 18.7 | 23.5 | 11.8 | 14.6 | 9.7 | 15.1 | 33.1 |
Treynor Ratio | NA | -0.22 | -0.07 | -0.03 | 0.04 | NA | NA | 0.04 | -0.66 | 0.22 | -0.19 | 0.11 | 0.18 | -0.08 | 0.09 | 0.36 | 0.09 | -0.08 | 0.21 | 0.53 | -0.5 | 0.05 | 0.12 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.02 | -0.02 | -0.01 | -0.01 | NA | NA | 0.01 | -0.04 | -0.01 | -0.03 | -0.02 | 0.01 | -0.02 | -0.02 | -0.01 | -0.03 | -0.03 | 0.0 | 0.04 | -0.09 | 0.05 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 1.04 | 1.04 | 1.04 | 1.02 | NA | NA | 0.98 | 1.03 | 1.14 | 1.03 | 1.05 | 1.04 | 0.99 | 1.1 | 1.03 | 0.99 | 0.98 | 0.95 | 0.83 | 1.02 | 0.97 | 1.11 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.98 | 0.97 | 0.97 | 0.96 | NA | NA | 0.69 | 0.98 | 0.93 | 0.95 | 0.88 | 0.96 | 0.97 | 0.94 | 0.95 | 0.91 | 0.98 | 0.97 | 0.96 | 0.95 | 0.93 | 0.19 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 16.0 | 10.4 | 6.9 | 5.8 | 5.4 | 8.1 | N/A | 0.0 | 18.8 | 9.6 | 7.6 | 0.1 | 0.0 | 0.1 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 11.2 | 6.8 | 6.6 | 12.5 | 6.8 | 0.0 | 0.4 | 6.1 | 0.0 | 2.8 | 10.6 | 0.0 | 0.3 |
Dividend Growth(%) | N/A | 42.0 | 32705.0 | 16332.0 | 10.1 | N/A | N/A | N/A | -100.0 | 42.2 | 30.9 | 11433.3 | N/A | -100.0 | 25.0 | N/A | N/A | N/A | N/A | -100.0 | -99.7 | 80.1 | 10.2 | -41.2 | 148.4 | N/A | -100.0 | -93.2 | N/A | -100.0 | -70.4 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/11/1997
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