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OSVAX: Oppenheimer Dividend Opportunity A (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/10/2004 |
| Last Dividend Date: | 03/19/2020 |
| 12-Mo. Yield | 5.21% |
| Expenses | 1.14% |
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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 03/10/2004 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -9.9 | 0.6 | 4.2 | 6.8 | 4.6 | 4.9 | -16.9 | 22.9 | -8.9 | 14.4 | 13.7 | 0.2 | 4.9 | 23.4 | 11.7 | -10.8 | 19.3 | 41.2 | -46.9 | 4.0 | 20.5 | 9.1 | 13.2 |
| Sharpe Ratio | NA | -0.38 | 0.0 | 0.14 | 0.3 | NA | 0.2 | -0.94 | 2.11 | -0.74 | 2.0 | 0.97 | 0.01 | 0.48 | 2.08 | 0.83 | -0.41 | 0.89 | 1.4 | -1.0 | 0.06 | 1.67 | 0.66 | 1.26 |
| Draw Down(%) | NA | 33.2 | 33.2 | 33.2 | 33.2 | NA | 62.7 | 33.2 | 5.4 | 17.7 | 2.9 | 10.1 | 11.7 | 8.3 | 6.6 | 14.0 | 27.8 | 17.9 | 25.2 | 57.7 | 15.3 | 9.2 | 6.6 | 8.2 |
| Standard Deviation(%) | NA | 28.4 | 18.8 | 17.0 | 17.3 | NA | 20.6 | 50.3 | 10.2 | 13.8 | 6.9 | 13.9 | 14.7 | 10.3 | 11.2 | 14.1 | 26.3 | 21.5 | 29.5 | 47.7 | 16.7 | 10.3 | 10.5 | 12.2 |
| Treynor Ratio | NA | -0.12 | 0.0 | 0.03 | 0.05 | NA | 0.04 | -0.54 | 0.25 | -0.12 | 0.15 | 0.13 | 0.0 | 0.06 | 0.24 | 0.11 | -0.1 | 0.17 | 0.45 | -0.45 | 0.01 | 0.18 | 0.07 | 0.15 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | NA | -0.01 | -0.03 | 0.0 | -0.02 | 0.0 | -0.01 | 0.0 | -0.02 | -0.03 | -0.01 | -0.05 | 0.01 | 0.07 | -0.06 | 0.01 | 0.0 | 0.01 | 0.0 |
| Beta | NA | 0.87 | 0.87 | 0.89 | 0.96 | NA | 0.98 | 0.87 | 0.85 | 0.86 | 0.91 | 1.01 | 0.93 | 0.89 | 0.97 | 1.05 | 1.08 | 1.15 | 0.91 | 1.05 | 0.95 | 0.98 | 0.93 | 1.03 |
| RSquared | NA | 0.97 | 0.96 | 0.96 | 0.94 | NA | 0.93 | 0.97 | 0.93 | 0.96 | 0.87 | 0.94 | 0.95 | 0.88 | 0.93 | 0.9 | 0.96 | 0.96 | 0.95 | 0.93 | 0.92 | 0.82 | 0.88 | 0.83 |
| Yield(%) | N/A | 5.2 | 4.1 | 3.8 | 3.3 | 3.2 | N/A | 0.5 | 5.9 | 4.0 | 2.5 | 3.2 | 2.6 | 2.9 | 1.8 | 0.7 | 0.3 | 0.0 | 1.4 | 1.0 | 3.5 | 3.4 | 4.0 | 3.7 |
| Dividend Growth(%) | N/A | 27.1 | 62.0 | 246.3 | N/A | N/A | N/A | -90.6 | 28.4 | 77.6 | -12.7 | 22.3 | -7.7 | 88.1 | 204.1 | 106.4 | N/A | -100.0 | -25.3 | -71.5 | 18.9 | -9.4 | 16.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/10/2004
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE VALUE Asset Class Trend Rankings |
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