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SCOSX: SC Oppenheimer Main Street Sm Cp Initial (MUTUAL FUND)
Basic Info
Asset Class: | SMALL BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/10/2001 |
Last Dividend Date: | 09/14/2012 |
12-Mo. Yield | 5.08% |
Expenses | - |
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Performance Analytics (As of 05/01/2013)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/10/2001 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.0 | 15.9 | 10.2 | 5.3 | 4.8 | 2.6 | 11.5 | 14.7 | -4.9 | 24.5 | 36.7 | -40.4 | -13.6 | 8.9 | -9.3 | 8.1 | 41.5 | -22.5 | 9.9 |
Sharpe Ratio | NA | 0.95 | 0.4 | 0.16 | 0.13 | 0.05 | 2.5 | 0.87 | -0.15 | 1.1 | 0.94 | -0.91 | -0.71 | 0.33 | -0.58 | 0.4 | 2.26 | -1.02 | 0.39 |
Draw Down(%) | NA | 10.9 | 29.4 | 59.7 | 69.2 | 69.2 | 5.5 | 12.7 | 29.4 | 17.9 | 36.5 | 56.0 | 26.5 | 15.3 | 19.8 | 19.5 | 15.2 | 39.3 | 21.2 |
Standard Deviation(%) | NA | 16.6 | 25.2 | 33.1 | 27.8 | 26.3 | 15.6 | 17.1 | 33.2 | 22.3 | 39.0 | 45.3 | 23.6 | 17.1 | 19.9 | 18.1 | 18.1 | 23.1 | 20.8 |
Treynor Ratio | NA | 0.15 | 0.1 | 0.05 | 0.04 | 0.01 | 0.36 | 0.14 | -0.05 | 0.26 | 0.34 | -0.41 | -0.16 | 0.05 | -0.12 | 0.08 | 0.42 | -0.27 | 0.09 |
Alpha | NA | -0.02 | -0.03 | -0.06 | -0.07 | -0.03 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | -0.03 | -0.06 | -0.03 | -0.06 | -0.04 | -0.01 | -0.02 | 0.02 |
Beta | NA | 1.05 | 1.02 | 1.03 | 1.03 | 1.0 | 1.07 | 1.04 | 1.05 | 0.92 | 1.08 | 1.0 | 1.04 | 1.08 | 0.93 | 0.94 | 0.97 | 0.86 | 0.85 |
RSquared | NA | 0.98 | 0.98 | 0.97 | 0.89 | 0.9 | 0.96 | 0.98 | 0.98 | 0.98 | 0.98 | 0.96 | 0.68 | 0.93 | 0.48 | 0.71 | 0.89 | 0.88 | 0.85 |
Yield(%) | N/A | 5.1 | 2.2 | 1.3 | 0.8 | N/A | 0.0 | 5.6 | 0.4 | 0.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | 1100.0 | N/A | N/A | N/A | N/A | -100.0 | 1066.7 | 50.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/10/2001
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