It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
OGMIX: Oppenheimer Gold Special Minerals Fd I (MUTUAL FUND)
Basic Info 56.04 4.75(7.81%) June 05
| Asset Class: | EQUITY PRECIOUS METALS |
| MyPlanIQ Rating: | (2%) |
| Start Date: | 10/31/2012 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 1.06% |
| Expenses | 1.31% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 10/31/2012 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -10.7 | -6.3 | 41.6 | 34.2 | 14.1 | 14.5 | 5.3 | 131.9 | 13.5 | 6.8 | -16.5 | -2.3 | 36.7 | 47.0 | -12.8 | 17.6 | 49.4 | -22.8 | -15.0 | -47.6 | -11.9 |
| Sharpe Ratio | NA | -0.32 | 0.94 | 0.92 | 0.35 | 0.39 | 0.12 | 3.88 | 0.35 | 0.12 | -0.47 | -0.08 | 0.76 | 2.16 | -0.67 | 0.69 | 1.18 | -0.63 | -0.39 | -1.14 | -2.05 |
| Draw Down(%) | NA | 29.7 | 29.7 | 29.7 | 47.0 | 47.0 | 72.7 | 16.8 | 18.9 | 24.7 | 47.0 | 28.9 | 38.6 | 12.7 | 24.6 | 20.3 | 37.7 | 38.8 | 40.5 | 53.5 | 15.2 |
| Standard Deviation(%) | NA | 51.3 | 41.6 | 33.7 | 33.4 | 32.8 | 34.5 | 33.5 | 27.8 | 26.1 | 38.5 | 28.6 | 47.7 | 21.1 | 21.1 | 24.7 | 41.7 | 36.4 | 38.0 | 41.6 | 26.5 |
| Treynor Ratio | NA | -0.09 | 0.22 | 0.21 | 0.08 | 0.11 | 0.03 | 1.05 | 0.07 | 0.02 | -0.12 | -0.02 | 0.4 | 0.63 | -0.16 | 0.16 | 0.48 | -0.2 | -0.1 | -0.31 | -0.51 |
| Alpha | NA | -0.26 | -0.15 | -0.02 | -0.03 | 0.02 | 0.01 | 0.1 | 0.03 | -0.02 | -0.09 | -0.08 | 0.09 | 0.1 | 0.09 | 0.01 | 0.0 | 0.06 | 0.02 | 0.03 | -0.15 |
| Beta | NA | 1.91 | 1.8 | 1.5 | 1.46 | 1.15 | 1.18 | 1.23 | 1.51 | 1.45 | 1.44 | 1.2 | 0.91 | 0.72 | 0.9 | 1.05 | 1.03 | 1.11 | 1.54 | 1.55 | 1.07 |
| RSquared | NA | 0.69 | 0.58 | 0.57 | 0.59 | 0.54 | 0.62 | 0.43 | 0.64 | 0.62 | 0.66 | 0.44 | 0.35 | 0.12 | 0.66 | 0.93 | 0.93 | 0.93 | 0.84 | 0.61 | 0.56 |
| Yield(%) | N/A | 0.0 | 1.0 | 1.4 | 1.4 | 2.4 | N/A | 1.5 | 1.3 | 1.3 | 0.8 | 3.1 | 2.7 | 0.8 | 0.0 | 3.5 | 10.6 | 0.0 | 2.3 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 29.7 | -42.4 | -9.6 | N/A | N/A | 29.7 | 4.5 | 40.1 | -77.8 | 62.8 | 389.7 | N/A | -100.0 | -52.6 | N/A | -100.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/31/2012
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See EQUITY PRECIOUS METALS Asset Class Trend Rankings |
Top Rated Funds in EQUITY PRECIOUS METALS
Best Mutual Funds
- USAGX (PRECIOUS METALS AND MINERALS FUND PRECIOUS METALS AND MINERALS FUND SHARES) (96%)
- FSAGX (GOLD PORTFOLIO GOLD PORTFOLIO) (78%)
- IGDAX (INVESCO GOLD & PRECIOUS METALS FUND CLASS A) (70%)
- FGDAX (GOLD PORTFOLIO FIDELITY ADVISOR GOLD FUND: CLASS A) (69%)
- FGDIX (Fidelity Advisor Gold Fund Insti C) (68%)
- EKWYX (WELLS FARGO ADVANTAGE PRECIOUS METALS FUND INSTITUTIONAL CLASS) (67%)
- FEGIX (FIRST EAGLE GOLD FUND CLASS I) (67%)
- FGADX (FRANKLIN GOLD & PRECIOUS METALS FUND ADVISOR CLASS) (67%)
- BGEIX (GLOBAL GOLD FUND INVESTOR CLASS) (66%)
- RYPMX (PRECIOUS METALS FUND INVESTOR CLASS) (66%)
Best ETFs
- GDX (VanEck Gold Miners ETF) (95%)
- PSAU (PowerShares Global Gold & Prec Mtls ETF) (50%)
- GLDX (USCF Gold Strategy Plus Income Fund) (28%)
- PLTM (GraniteShares Platinum Trust) (27%)
- SIL (Global X Silver Miners ETF) (26%)
- RING (iShares MSCI Global Gold Miners ETF) (24%)
- SLVP (iShares MSCI Global Silver Miners ETF) (24%)
- GDXJ (VanEck Junior Gold Miners ETF) (24%)
- GGGG (GLOBAL X PURE GOLD MINERS ETF GLOBAL X PURE GOLD MINERS ETF) (2%)
Best Closed End Funds
* Day change on 06/05/2026.Latest Articles Related to OGMIX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
