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ODIYX: Oppenheimer Discovery Fund Cl Y (MUTUAL FUND)
Basic Info 161.44 8.23(4.85%) June 05
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (94%) |
| Start Date: | 08/24/1998 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 11.16% |
| Expenses | 1.28% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/24/1998 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.3 | 26.3 | 50.3 | 25.7 | 10.0 | 16.4 | 14.0 | 12.3 | 10.2 | 8.4 | 16.8 | 17.3 | -31.1 | -1.5 | 37.2 | 37.1 | -3.8 | 29.3 | 4.5 | 2.1 | -1.9 | 46.5 | 17.3 | 2.0 | 28.3 | 27.6 | -38.4 | 26.1 | 5.1 | 1.6 | 4.3 | 39.3 | -23.9 | -11.3 | -13.7 | 51.7 | 7.3 |
| Sharpe Ratio | NA | 2.33 | 1.92 | 0.94 | 0.29 | 0.59 | NA | NA | 0.36 | 0.2 | 0.48 | 0.7 | -0.98 | -0.05 | 0.95 | 1.96 | -0.23 | 2.21 | 0.23 | 0.12 | -0.09 | 2.87 | 1.0 | 0.06 | 1.22 | 1.07 | -1.03 | 1.2 | 0.09 | -0.04 | 0.17 | 1.83 | -1.06 | -0.54 | -0.43 | 2.62 | 0.59 |
| Draw Down(%) | NA | 11.4 | 11.4 | 28.5 | 43.1 | 43.1 | NA | NA | 63.9 | 27.0 | 13.3 | 16.2 | 37.5 | 27.3 | 36.2 | 11.6 | 29.2 | 5.9 | 20.0 | 14.3 | 20.2 | 5.8 | 11.4 | 26.5 | 17.7 | 20.9 | 48.5 | 10.8 | 19.9 | 12.0 | 24.0 | 12.8 | 34.4 | 30.6 | 44.9 | 17.0 | 24.7 |
| Standard Deviation(%) | NA | 30.1 | 24.9 | 23.8 | 25.5 | 25.0 | NA | NA | 24.6 | 27.8 | 21.5 | 18.8 | 33.3 | 31.6 | 38.9 | 18.2 | 22.7 | 13.1 | 18.8 | 17.8 | 20.0 | 16.2 | 17.5 | 31.4 | 23.2 | 25.8 | 38.1 | 19.3 | 19.2 | 15.8 | 20.0 | 21.1 | 23.6 | 25.6 | 41.2 | 18.5 | 32.1 |
| Treynor Ratio | NA | 0.57 | 0.42 | 0.21 | 0.07 | 0.14 | NA | NA | 0.09 | 0.06 | 0.1 | 0.14 | -0.33 | -0.01 | 0.38 | 0.33 | -0.04 | 0.24 | 0.04 | 0.02 | -0.02 | 0.43 | 0.18 | 0.02 | 0.29 | 0.36 | -0.45 | 0.23 | 0.02 | -0.01 | 0.03 | 0.37 | -0.28 | -0.15 | -0.17 | 0.49 | 0.21 |
| Alpha | NA | 0.08 | 0.06 | 0.03 | 0.02 | 0.02 | NA | NA | 0.0 | -0.01 | 0.0 | -0.01 | -0.02 | -0.02 | 0.01 | 0.0 | 0.01 | 0.01 | -0.02 | 0.02 | -0.02 | 0.01 | 0.0 | 0.01 | 0.0 | -0.01 | -0.02 | 0.06 | -0.03 | -0.03 | -0.04 | -0.02 | -0.05 | -0.04 | -0.03 | 0.1 | -0.03 |
| Beta | NA | 1.22 | 1.13 | 1.05 | 1.03 | 1.04 | NA | NA | 0.98 | 1.02 | 1.06 | 0.91 | 0.99 | 1.24 | 0.97 | 1.1 | 1.15 | 1.19 | 1.02 | 1.07 | 1.22 | 1.08 | 0.97 | 0.95 | 0.96 | 0.76 | 0.87 | 1.02 | 1.1 | 1.02 | 1.05 | 1.04 | 0.89 | 0.95 | 1.07 | 0.98 | 0.91 |
| RSquared | NA | 0.84 | 0.83 | 0.88 | 0.91 | 0.92 | NA | NA | 0.91 | 0.8 | 0.85 | 0.9 | 0.95 | 0.72 | 0.9 | 0.9 | 0.95 | 0.87 | 0.92 | 0.92 | 0.92 | 0.93 | 0.9 | 0.96 | 0.97 | 0.94 | 0.97 | 0.93 | 0.95 | 0.93 | 0.94 | 0.92 | 0.9 | 0.88 | 0.87 | 0.68 | 0.87 |
| Yield(%) | N/A | 0.0 | 11.2 | 7.0 | 6.0 | 11.1 | 11.1 | 11.5 | N/A | 10.9 | 6.5 | 0.0 | 0.0 | 16.7 | 12.9 | 7.2 | 13.6 | 12.8 | 4.0 | 6.0 | 8.2 | 9.2 | 7.6 | 5.2 | 0.0 | 0.0 | 0.9 | 1.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 19.4 | 6.3 | 3.2 |
| Dividend Growth(%) | N/A | -100.0 | 100.5 | -40.9 | -2.0 | 216.5 | N/A | N/A | N/A | 100.5 | N/A | N/A | -100.0 | 73.5 | 135.2 | -56.2 | 23.6 | 229.5 | -36.7 | -33.9 | 17.1 | 36.2 | 38.2 | N/A | N/A | -100.0 | 0.9 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 344.3 | 103.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/24/1998
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