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OARDX: Oppenheimer Rising Dividends A (MUTUAL FUND)
Basic Info 27.89 0.53(1.86%) June 05
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (47%) |
| Start Date: | 05/21/1981 |
| Last Dividend Date: | 12/11/2025 |
| 12-Mo. Yield | 8.39% |
| Expenses | 0.63% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.2 | 4.8 | 19.0 | 16.8 | 8.0 | 10.4 | 9.9 | 8.5 | 9.1 | 17.4 | 19.4 | 17.7 | -16.7 | 12.6 | 11.5 | 29.6 | -6.6 | 16.8 | 4.9 | -0.5 | 10.9 | 27.3 | 12.7 | 2.4 | 13.2 | 18.4 | -31.3 | 12.7 | 15.9 | 5.8 | 12.7 | 27.0 | -18.9 | -7.9 | 13.0 | -0.3 | 9.5 | 26.4 | 25.5 | 37.1 | 0.9 | 6.5 | 17.9 | 32.8 | -8.1 | 13.5 | 13.4 | -8.3 | 6.7 | 22.6 | -14.4 | 12.6 | 34.0 | 3.3 |
| Sharpe Ratio | NA | 1.02 | 1.76 | 1.12 | 0.35 | 0.49 | NA | NA | 0.38 | 0.89 | 1.44 | 1.2 | -0.8 | 0.71 | 0.31 | 2.18 | -0.5 | 2.48 | 0.31 | -0.04 | 0.87 | 2.4 | 0.97 | 0.1 | 0.78 | 0.78 | -0.84 | 0.61 | 1.27 | 0.35 | 1.17 | 1.64 | -0.86 | -0.68 | 0.45 | -0.23 | 0.38 | 1.9 | 2.32 | 4.45 | -0.27 | 0.62 | 1.36 | 2.25 | -0.94 | 0.67 | 0.58 | -0.49 | 0.24 | 2.53 | -1.01 | 0.28 | 2.65 | -0.51 |
| Draw Down(%) | NA | 9.7 | 9.7 | 16.0 | 29.0 | 36.7 | NA | NA | 48.3 | 16.0 | 7.0 | 10.5 | 21.9 | 13.2 | 36.7 | 5.8 | 20.0 | 2.5 | 11.0 | 12.2 | 9.1 | 5.7 | 11.4 | 18.2 | 14.1 | 23.3 | 41.9 | 10.7 | 8.2 | 6.6 | 6.4 | 15.9 | 31.1 | 18.9 | 16.7 | 18.1 | 19.8 | 6.8 | 8.0 | 3.8 | 8.5 | 5.1 | 6.1 | 6.4 | 21.3 | 8.0 | 6.6 | 29.0 | 11.2 | 4.2 | 24.7 | 19.0 | 8.9 | 10.3 |
| Standard Deviation(%) | NA | 12.6 | 10.7 | 13.1 | 16.4 | 18.2 | NA | NA | 16.7 | 16.3 | 11.0 | 11.8 | 22.7 | 17.6 | 36.1 | 12.9 | 16.0 | 6.5 | 14.9 | 15.6 | 12.5 | 11.4 | 13.2 | 23.4 | 16.8 | 23.7 | 38.2 | 15.6 | 9.9 | 10.2 | 10.0 | 16.1 | 23.4 | 15.4 | 19.6 | 15.8 | 15.9 | 11.9 | 9.3 | 7.4 | 8.1 | 7.0 | 11.3 | 12.8 | 14.4 | 11.2 | 14.6 | 25.5 | 9.7 | 6.8 | 21.1 | 22.3 | 9.8 | 9.5 |
| Treynor Ratio | NA | 0.14 | 0.22 | 0.17 | 0.07 | 0.09 | NA | NA | 0.07 | 0.17 | 0.19 | 0.16 | -0.21 | 0.13 | 0.11 | 0.31 | -0.09 | 0.17 | 0.05 | -0.01 | 0.1 | 0.27 | 0.13 | 0.02 | 0.14 | 0.21 | -0.35 | 0.1 | 0.14 | 0.04 | 0.14 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.03 | -0.01 | -0.01 | -0.01 | -0.01 | NA | NA | 0.02 | 0.01 | -0.01 | -0.02 | 0.0 | -0.04 | -0.03 | 0.0 | -0.01 | -0.01 | -0.02 | -0.01 | -0.01 | -0.02 | -0.01 | 0.0 | 0.0 | -0.02 | 0.02 | 0.02 | 0.0 | 0.0 | 0.02 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.89 | 0.86 | 0.85 | 0.87 | 0.94 | NA | NA | 0.94 | 0.85 | 0.83 | 0.86 | 0.88 | 0.93 | 1.03 | 0.91 | 0.92 | 0.92 | 0.95 | 1.0 | 1.06 | 1.01 | 1.0 | 0.99 | 0.92 | 0.86 | 0.93 | 0.97 | 0.93 | 0.94 | 0.86 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.92 | 0.91 | 0.94 | 0.85 | 0.89 | NA | NA | 0.57 | 0.96 | 0.93 | 0.93 | 0.93 | 0.53 | 0.98 | 0.78 | 0.97 | 0.9 | 0.71 | 0.98 | 0.95 | 0.97 | 0.95 | 0.99 | 0.99 | 0.98 | 0.99 | 0.96 | 0.9 | 0.9 | 0.84 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 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 | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 8.8 | 13.5 | 8.4 | 0.8 | 0.6 | 0.9 | 5.1 | 7.8 | 10.3 | 6.1 | 6.9 | 9.7 | 13.1 | 1.6 | 1.3 | 1.8 | 2.2 | 1.4 | 19.7 | 11.4 | 20.4 | 1.0 | 0.3 | 0.0 | 2.0 | 2.4 | 12.1 | 4.8 | 5.9 | 6.9 | 9.7 | 7.6 | 4.4 | 5.7 | 2.8 | 0.6 | 3.2 | 2.0 | 3.2 | 3.8 | 0.4 | 0.5 | 0.8 | 0.6 | 0.1 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -31.1 | 77.0 | 734.6 | 51.8 | -28.7 | -76.8 | -44.7 | -19.2 | 70.8 | -19.8 | -27.3 | -18.8 | 796.2 | 32.0 | -21.2 | -6.0 | 7.7 | -93.5 | 77.5 | -50.8 | 2161.3 | 260.4 | N/A | -100.0 | -8.3 | -82.7 | 161.9 | 0.2 | -1.0 | -8.0 | 18.6 | 79.0 | -14.0 | -16.9 | 336.8 | -79.7 | 69.6 | -42.0 | -12.2 | 933.3 | -20.4 | -34.7 | 73.0 | 488.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/30/1980
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See LARGE BLEND Asset Class Trend Rankings |
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