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QSCNX: Oppenheimer Small & Mid Cap Value N (MUTUAL FUND)
Basic Info
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/24/2001 |
| Last Dividend Date: | 03/19/2020 |
| 12-Mo. Yield | 13.79% |
| Expenses | 1.40% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 04/24/2001 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -18.5 | -6.0 | 0.0 | 5.9 | 4.3 | 6.5 | -27.7 | 27.6 | -18.3 | 13.0 | 20.0 | -7.3 | 10.3 | 37.4 | 9.2 | -7.8 | 20.3 | 44.3 | -50.1 | 8.7 | 17.5 | 11.4 | 27.5 | 45.8 | -10.7 | 11.9 |
| Sharpe Ratio | NA | -0.6 | -0.3 | -0.11 | 0.22 | NA | 0.26 | -1.04 | 1.8 | -1.23 | 1.37 | 1.22 | -0.48 | 0.78 | 2.91 | 0.64 | -0.3 | 0.97 | 1.47 | -1.11 | 0.34 | 1.2 | 0.69 | 1.97 | 3.16 | -0.57 | 1.01 |
| Draw Down(%) | NA | 45.6 | 45.7 | 45.7 | 45.7 | NA | 65.8 | 45.6 | 9.7 | 27.0 | 5.1 | 13.7 | 15.6 | 12.1 | 5.5 | 14.1 | 27.5 | 17.7 | 24.8 | 62.5 | 13.2 | 11.0 | 9.4 | 10.1 | 12.1 | 29.2 | 20.4 |
| Standard Deviation(%) | NA | 37.5 | 24.2 | 21.1 | 19.7 | NA | 21.3 | 65.0 | 14.6 | 15.9 | 9.1 | 16.2 | 15.3 | 13.1 | 12.9 | 14.5 | 26.0 | 20.8 | 30.2 | 46.0 | 16.7 | 11.9 | 13.2 | 13.5 | 14.3 | 20.8 | 16.0 |
| Treynor Ratio | NA | -0.22 | -0.07 | -0.02 | 0.04 | NA | 0.06 | -0.65 | 0.23 | -0.19 | 0.12 | 0.19 | -0.07 | 0.09 | 0.36 | 0.09 | -0.08 | 0.21 | 0.54 | -0.5 | 0.06 | 0.13 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | -0.02 | -0.01 | -0.01 | NA | 0.01 | -0.04 | -0.01 | -0.02 | -0.02 | 0.01 | -0.02 | -0.02 | 0.0 | -0.02 | -0.03 | 0.0 | 0.04 | -0.09 | 0.05 | 0.02 | NA | NA | NA | NA | NA |
| Beta | NA | 1.04 | 1.04 | 1.04 | 1.02 | 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 | 0.98 | 1.11 | NA | NA | NA | NA | NA |
| RSquared | NA | 0.98 | 0.97 | 0.97 | 0.96 | NA | 0.81 | 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 |
| Yield(%) | N/A | 13.8 | 9.3 | 6.2 | 5.5 | 5.2 | N/A | 0.1 | 16.2 | 8.4 | 6.7 | 0.4 | 0.2 | 0.5 | 0.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 10.3 | 6.3 | 6.1 | 11.8 | 6.5 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 41.9 | 3666.9 | 3834.8 | N/A | N/A | N/A | -99.6 | 41.9 | 31.9 | 2184.0 | 58.8 | -50.8 | 27.9 | N/A | N/A | N/A | N/A | -100.0 | -99.7 | 79.9 | 10.3 | -41.3 | 149.2 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/24/2001
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP VALUE Asset Class Trend Rankings |
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