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OEGAX: Oppenheimer Discovery Mid Cap Growth A (MUTUAL FUND)
Basic Info 32.62 1.36(4.00%) June 05
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (42%) |
| Start Date: | 11/28/2000 |
| Last Dividend Date: | 12/11/2025 |
| 12-Mo. Yield | 9.06% |
| Expenses | 0.79% |
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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 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.3 | 21.3 | 28.1 | 19.3 | 7.0 | 13.1 | 12.0 | 10.2 | 9.0 | 4.8 | 24.1 | 13.0 | -31.1 | 18.4 | 40.1 | 39.0 | -6.7 | 28.0 | 1.9 | 6.0 | 5.2 | 34.9 | 15.5 | 0.3 | 26.4 | 24.2 | -38.9 | 23.0 | 6.8 | 4.6 | 5.4 | 63.5 | -36.8 | 0.4 | 3.9 |
| Sharpe Ratio | NA | 2.16 | 1.23 | 0.77 | 0.2 | 0.52 | NA | NA | 0.33 | 0.08 | 1.15 | 0.57 | -1.13 | 0.83 | 1.11 | 2.35 | -0.41 | 2.75 | 0.11 | 0.37 | 0.3 | 2.39 | 0.97 | 0.01 | 1.21 | 0.94 | -1.04 | 1.02 | 0.17 | 0.13 | 0.18 | 2.49 | -1.1 | -0.06 | 1.22 |
| Draw Down(%) | NA | 10.2 | 10.2 | 28.6 | 39.4 | 39.4 | NA | NA | 53.7 | 27.3 | 10.0 | 16.4 | 36.1 | 14.4 | 35.2 | 7.1 | 25.0 | 3.2 | 16.4 | 11.4 | 15.3 | 5.7 | 10.5 | 25.1 | 16.1 | 20.9 | 48.9 | 10.8 | 20.6 | 15.0 | 30.3 | 13.4 | 52.5 | 37.5 | 12.9 |
| Standard Deviation(%) | NA | 25.2 | 20.7 | 21.0 | 22.2 | 22.1 | NA | NA | 23.7 | 24.2 | 17.8 | 16.4 | 28.8 | 22.3 | 35.8 | 16.0 | 20.0 | 10.0 | 15.7 | 16.1 | 17.3 | 14.6 | 16.1 | 29.2 | 21.8 | 25.6 | 38.1 | 19.4 | 19.6 | 17.5 | 23.7 | 25.3 | 34.5 | 34.2 | 41.1 |
| Treynor Ratio | NA | 0.49 | 0.23 | 0.15 | 0.05 | 0.11 | NA | NA | 0.08 | 0.02 | 0.18 | 0.1 | -0.37 | 0.16 | 0.4 | 0.38 | -0.08 | 0.25 | 0.02 | 0.06 | 0.04 | 0.33 | 0.16 | 0.0 | 0.27 | 0.29 | -0.5 | 0.19 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.13 | 0.07 | 0.01 | 0.0 | 0.01 | NA | NA | 0.01 | -0.02 | 0.02 | -0.03 | -0.03 | -0.02 | 0.02 | 0.02 | 0.0 | 0.01 | -0.02 | 0.03 | -0.04 | 0.0 | 0.0 | 0.02 | -0.01 | -0.03 | 0.0 | 0.02 | -0.01 | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.12 | 1.1 | 1.09 | 0.97 | 1.0 | NA | NA | 0.94 | 1.08 | 1.11 | 0.92 | 0.87 | 1.18 | 0.99 | 1.0 | 1.08 | 1.12 | 0.95 | 0.99 | 1.19 | 1.06 | 0.95 | 1.01 | 0.97 | 0.83 | 0.79 | 1.05 | 1.23 | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.73 | 0.75 | 0.86 | 0.89 | 0.91 | NA | NA | 0.63 | 0.9 | 0.89 | 0.89 | 0.95 | 0.94 | 0.96 | 0.75 | 0.96 | 0.85 | 0.92 | 0.94 | 0.89 | 0.93 | 0.9 | 0.96 | 0.97 | 0.93 | 0.93 | 0.86 | 0.17 | 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 | 8.7 | 6.0 | 0.0 | 0.0 | 19.1 | 4.7 | 5.9 | 8.9 | 10.8 | 0.9 | 4.4 | 10.3 | 5.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 14.6 | 5.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.3 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 77.0 | N/A | N/A | -100.0 | 430.8 | 8.9 | -44.5 | -4.0 | 1123.0 | -78.9 | -59.3 | 125.6 | N/A | N/A | N/A | N/A | N/A | -100.0 | 155.0 | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/31/2000
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