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ODINX: Oppenheimer Discovery Fd N (MUTUAL FUND)
Basic Info 103.9 1.33(1.30%) June 08
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (45%) |
| Start Date: | 04/23/2001 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 16.57% |
| Expenses | 1.28% |
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Performance Analytics (As of 06/05/2026)
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | 27.7 | 49.5 | 25.7 | 10.0 | 16.0 | 13.7 | 12.0 | 10.0 | 2.4 | 22.3 | 16.7 | -31.4 | 14.3 | 49.9 | 36.5 | -4.4 | 28.7 | 4.0 | 1.6 | -2.3 | 45.6 | 16.6 | 1.3 | 27.4 | 27.0 | -38.8 | 25.4 | 4.6 | 1.0 | 3.7 | 38.7 | -24.3 | 4.2 |
| Sharpe Ratio | NA | 2.3 | 1.89 | 0.92 | 0.27 | 0.57 | NA | NA | 0.37 | -0.02 | 0.88 | 0.7 | -0.99 | 0.57 | 1.3 | 1.92 | -0.26 | 2.16 | 0.2 | 0.09 | -0.12 | 2.81 | 0.96 | 0.04 | 1.18 | 1.04 | -1.04 | 1.15 | 0.06 | -0.08 | 0.13 | 1.8 | -1.08 | 0.19 |
| Draw Down(%) | NA | 11.4 | 11.4 | 28.7 | 43.4 | 43.4 | NA | NA | 53.2 | 27.0 | 11.6 | 16.3 | 37.7 | 15.2 | 36.2 | 11.7 | 29.4 | 5.9 | 20.0 | 14.4 | 20.5 | 5.8 | 11.5 | 26.6 | 17.8 | 20.9 | 48.8 | 10.9 | 20.0 | 12.2 | 24.3 | 12.9 | 34.7 | 29.1 |
| Standard Deviation(%) | NA | 30.1 | 24.9 | 23.9 | 25.5 | 25.0 | NA | NA | 23.7 | 29.9 | 21.1 | 18.8 | 33.3 | 25.0 | 38.2 | 18.3 | 22.7 | 13.1 | 18.8 | 17.8 | 20.0 | 16.2 | 17.4 | 31.4 | 23.2 | 25.8 | 38.1 | 19.4 | 19.2 | 15.8 | 20.1 | 21.1 | 23.6 | 21.2 |
| Treynor Ratio | NA | 0.57 | 0.41 | 0.21 | 0.07 | 0.14 | NA | NA | 0.09 | -0.01 | 0.17 | 0.14 | -0.33 | 0.12 | 0.51 | 0.32 | -0.05 | 0.24 | 0.04 | 0.01 | -0.02 | 0.42 | 0.17 | 0.01 | 0.29 | 0.35 | -0.46 | 0.22 | 0.01 | -0.01 | 0.03 | 0.36 | -0.29 | 0.05 |
| Alpha | NA | 0.08 | 0.05 | 0.03 | 0.02 | 0.02 | NA | NA | 0.0 | -0.03 | 0.02 | -0.01 | -0.02 | 0.03 | 0.04 | 0.0 | 0.01 | 0.01 | -0.02 | 0.02 | -0.03 | 0.01 | 0.0 | 0.01 | -0.01 | -0.01 | -0.02 | 0.05 | -0.03 | -0.03 | -0.05 | -0.02 | -0.05 | -0.03 |
| Beta | NA | 1.22 | 1.13 | 1.05 | 1.03 | 1.04 | NA | NA | 0.98 | 1.02 | 1.07 | 0.91 | 0.99 | 1.16 | 0.98 | 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 | 0.9 |
| RSquared | NA | 0.84 | 0.83 | 0.88 | 0.91 | 0.92 | NA | NA | 0.92 | 0.7 | 0.9 | 0.9 | 0.95 | 0.95 | 0.95 | 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 | 0.89 | 0.84 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 16.2 | 9.4 | 0.0 | 0.0 | 22.3 | 16.6 | 9.2 | 16.5 | 15.2 | 4.7 | 7.0 | 9.3 | 10.3 | 8.4 | 5.7 | 0.0 | 0.0 | 1.0 | 1.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | 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 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/20/2001
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