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OEQAX: Oppenheimer Equity A (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/26/1980 |
| Last Dividend Date: | 12/07/2016 |
| 12-Mo. Yield | 4.92% |
| Expenses | 1.12% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/26/1980 |
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 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | 0.8 | 7.5 | 5.9 | 6.4 | 8.1 | 4.0 | 5.1 | -0.4 | 12.8 | 29.9 | 13.6 | -2.9 | 12.0 | 38.8 | -43.8 | 10.7 | 10.3 | 8.2 | 10.8 | 26.3 | -17.3 | -10.4 | -5.6 | 18.3 | 21.3 | 27.5 | 19.9 | 22.9 | -7.9 | 13.5 | 7.5 | 26.1 | -4.7 | 9.4 | 11.2 | -8.4 | 4.0 | 30.5 | -2.1 | 6.7 | 22.5 | -8.0 | 41.0 |
| Sharpe Ratio | NA | 1.27 | 0.45 | 0.72 | 0.22 | NA | NA | 0.22 | 2.19 | 0.33 | -0.03 | 0.97 | 2.53 | 1.03 | -0.12 | 0.62 | 1.44 | -1.01 | 0.46 | 0.63 | 0.56 | 0.82 | 1.57 | -0.88 | -0.72 | -0.38 | 0.98 | 1.0 | -1.94 | 1.69 | 2.09 | -1.11 | 1.04 | 0.46 | 1.51 | -0.83 | 0.32 | 0.58 | -0.41 | -0.01 | 2.52 | -0.84 | 0.04 | 0.62 | -0.99 | 3.17 |
| Draw Down(%) | NA | 7.1 | 19.9 | 19.9 | 58.0 | NA | NA | 58.0 | 4.0 | 14.7 | 13.4 | 9.1 | 6.1 | 10.5 | 21.4 | 17.3 | 21.7 | 54.4 | 11.8 | 10.3 | 6.5 | 10.8 | 12.9 | 24.2 | 27.4 | 20.9 | 11.6 | 22.5 | 8.8 | 7.4 | 6.2 | 14.5 | 8.9 | 11.9 | 13.7 | 18.0 | 11.7 | 6.5 | 32.0 | 15.4 | 5.6 | 15.7 | 17.1 | 18.0 | 23.8 | 9.9 |
| Standard Deviation(%) | NA | 11.5 | 14.5 | 13.9 | 22.3 | NA | NA | 17.8 | 9.4 | 14.8 | 16.0 | 13.2 | 11.8 | 13.3 | 24.2 | 19.2 | 26.9 | 44.2 | 16.6 | 11.2 | 10.7 | 12.1 | 16.3 | 21.0 | 17.9 | 25.4 | 15.4 | 18.0 | 14.3 | 9.6 | 9.1 | 9.8 | 11.0 | 11.1 | 14.8 | 12.1 | 11.6 | 11.3 | 30.1 | 17.1 | 10.0 | 10.5 | 15.0 | 24.0 | 18.0 | 15.4 |
| Treynor Ratio | NA | 0.16 | 0.07 | 0.11 | 0.05 | NA | NA | 0.06 | 0.27 | 0.05 | 0.0 | 0.14 | 0.31 | 0.16 | -0.03 | 0.12 | 0.36 | -0.39 | 0.08 | 0.08 | 0.07 | 0.13 | 0.31 | -0.29 | -0.29 | -0.15 | 0.23 | 0.26 | -0.4 | 0.23 | 0.3 | -0.15 | 0.18 | 0.08 | 0.35 | -0.18 | 0.07 | 0.1 | -0.76 | -0.01 | 2.72 | 7.93 | -0.25 | 8.23 | -0.88 | -5.76 |
| Alpha | NA | 0.0 | -0.02 | -0.02 | -0.03 | NA | NA | 0.0 | -0.05 | 0.02 | -0.03 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.03 | -0.01 | 0.02 | 0.02 | 0.03 | 0.02 | 0.03 | 0.01 | -0.02 | -0.03 | 0.0 | -0.01 | -0.05 | 0.05 | 0.02 | -0.01 | -0.04 | -0.04 | 0.01 | -0.01 | 0.02 | 0.08 | -0.03 | 0.01 | 0.06 | -0.06 | 0.16 |
| Beta | NA | 0.91 | 0.95 | 0.94 | 1.03 | NA | NA | 0.62 | 0.76 | 0.95 | 0.97 | 0.93 | 0.95 | 0.87 | 0.9 | 0.99 | 1.07 | 1.15 | 0.98 | 0.84 | 0.85 | 0.78 | 0.81 | 0.63 | 0.45 | 0.65 | 0.67 | 0.7 | 0.69 | 0.7 | 0.64 | 0.74 | 0.64 | 0.66 | 0.63 | 0.54 | 0.51 | 0.64 | 0.16 | 0.26 | 0.09 | -0.01 | -0.03 | 0.02 | 0.2 | -0.08 |
| RSquared | NA | 0.78 | 0.92 | 0.92 | 0.94 | NA | NA | 0.51 | 0.29 | 0.91 | 0.95 | 0.93 | 0.95 | 0.9 | 0.96 | 0.98 | 0.96 | 0.96 | 0.95 | 0.93 | 0.87 | 0.89 | 0.93 | 0.9 | 0.79 | 0.78 | 0.81 | 0.8 | 0.89 | 0.84 | 0.39 | 0.66 | 0.34 | 0.42 | 0.46 | 0.72 | 0.36 | 0.81 | 0.04 | 0.1 | 0.03 | 0.0 | 0.0 | 0.0 | 0.04 | 0.01 |
| Yield(%) | N/A | 4.9 | 5.2 | 4.4 | 3.6 | 4.6 | 5.7 | N/A | 0.0 | 4.8 | 9.2 | 0.7 | 0.9 | 1.2 | 0.7 | 0.6 | 0.8 | 0.5 | 15.4 | 7.4 | 11.5 | 9.9 | 0.0 | 0.7 | 1.3 | 5.9 | 9.3 | 9.3 | 14.6 | 15.0 | 2.9 | 2.5 | 2.7 | 2.7 | 3.8 | 3.6 | 4.3 | 4.4 | 4.6 | 5.4 | 4.0 | 3.7 | 3.9 | 4.5 | 3.9 | 5.3 |
| Dividend Growth(%) | N/A | -53.9 | 663.8 | 13.6 | -47.3 | -11.2 | N/A | N/A | -100.0 | -53.9 | 1491.2 | -4.8 | -21.5 | 69.8 | 21.2 | 6.1 | -2.0 | -97.0 | 110.6 | -36.1 | 15.5 | N/A | -100.0 | -50.3 | -81.2 | -30.7 | 10.2 | -27.7 | 0.4 | 523.5 | 6.6 | 2.4 | 3.0 | -12.6 | -4.2 | -12.7 | 3.8 | -15.9 | -13.7 | 70.6 | 0.9 | 0.0 | 0.0 | 0.0 | 0.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/26/1980
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See LARGE GROWTH Asset Class Trend Rankings |
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