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OGMNX: Oppenheimer Gold & Spec Min N (MUTUAL FUND)
Basic Info 52.08 4.42(7.82%) June 05
| Asset Class: | EQUITY PRECIOUS METALS |
| MyPlanIQ Rating: | (27%) |
| Start Date: | 04/23/2001 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 0.46% |
| Expenses | 1.31% |
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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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -10.7 | -6.5 | 40.7 | 33.4 | 13.4 | 13.7 | 2.8 | 6.4 | 10.9 | 130.6 | 12.7 | 6.1 | -17.1 | -3.0 | 35.8 | 45.9 | -13.3 | 16.9 | 48.3 | -23.3 | -15.6 | -48.0 | -9.4 | -25.7 | 54.0 | 78.6 | -39.0 | 29.9 | 42.9 | 31.7 | -4.8 | 58.6 | 42.3 | 7.9 |
| Sharpe Ratio | NA | -0.33 | 0.91 | 0.89 | 0.32 | 0.37 | NA | NA | 0.27 | 3.83 | 0.33 | 0.09 | -0.48 | -0.1 | 0.74 | 2.1 | -0.7 | 0.66 | 1.15 | -0.64 | -0.41 | -1.16 | -0.32 | -0.71 | 1.74 | 1.74 | -0.57 | 0.8 | 1.13 | 1.21 | -0.21 | 2.08 | 1.29 | 0.49 |
| Draw Down(%) | NA | 29.9 | 29.9 | 29.9 | 47.2 | 47.2 | NA | NA | 80.3 | 16.8 | 19.1 | 24.9 | 47.2 | 29.1 | 38.7 | 12.8 | 25.1 | 20.4 | 37.8 | 39.0 | 40.6 | 53.6 | 34.3 | 31.1 | 20.4 | 20.9 | 73.0 | 24.3 | 32.7 | 23.7 | 31.4 | 22.8 | 35.7 | 17.7 |
| Standard Deviation(%) | NA | 51.3 | 41.6 | 33.7 | 33.4 | 32.8 | NA | NA | 35.7 | 33.5 | 27.8 | 26.1 | 38.5 | 28.6 | 47.8 | 21.1 | 21.1 | 24.8 | 41.6 | 36.5 | 38.0 | 41.5 | 30.4 | 36.1 | 31.1 | 45.1 | 70.4 | 33.4 | 35.0 | 24.4 | 27.2 | 27.9 | 31.8 | 19.9 |
| Treynor Ratio | NA | -0.09 | 0.21 | 0.2 | 0.07 | 0.1 | NA | NA | 0.09 | 1.04 | 0.06 | 0.02 | -0.13 | -0.03 | 0.39 | 0.61 | -0.16 | 0.16 | 0.47 | -0.21 | -0.1 | -0.31 | -0.1 | -0.29 | 0.64 | 1.05 | -0.42 | 0.23 | 0.32 | 0.24 | -0.05 | 0.45 | 0.34 | 0.11 |
| Alpha | NA | -0.26 | -0.15 | -0.02 | -0.03 | 0.02 | NA | NA | 0.01 | 0.1 | 0.03 | -0.02 | -0.1 | -0.09 | 0.09 | 0.1 | 0.08 | 0.01 | -0.01 | 0.05 | 0.02 | 0.03 | 0.02 | -0.03 | 0.07 | 0.08 | 0.14 | -0.03 | 0.01 | -0.06 | -0.05 | -0.05 | 0.01 | -0.04 |
| Beta | NA | 1.91 | 1.8 | 1.5 | 1.46 | 1.16 | NA | NA | 1.05 | 1.23 | 1.51 | 1.47 | 1.44 | 1.2 | 0.91 | 0.72 | 0.9 | 1.05 | 1.03 | 1.12 | 1.54 | 1.55 | 0.94 | 0.87 | 0.84 | 0.75 | 0.96 | 1.17 | 1.23 | 1.2 | 1.22 | 1.3 | 1.21 | 0.88 |
| RSquared | NA | 0.69 | 0.58 | 0.57 | 0.59 | 0.54 | NA | NA | 0.63 | 0.43 | 0.64 | 0.64 | 0.66 | 0.44 | 0.35 | 0.12 | 0.67 | 0.93 | 0.93 | 0.93 | 0.84 | 0.61 | 0.6 | 0.69 | 0.64 | 0.5 | 0.64 | 0.86 | 0.82 | 0.7 | 0.8 | 0.74 | 0.79 | 0.69 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.6 | 0.9 | 0.6 | 0.1 | 3.3 | 1.7 | 0.1 | 0.0 | 2.9 | 10.0 | 0.0 | 1.7 | 0.0 | 0.0 | 4.9 | 14.8 | 3.0 | 2.5 | 7.9 | 18.2 | 6.6 | 6.4 | 8.5 | 1.7 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -20.4 | 57.0 | 300.0 | -96.6 | 173.6 | 1605.0 | N/A | -100.0 | -58.4 | N/A | -100.0 | N/A | N/A | -100.0 | -56.3 | 792.4 | -32.0 | -58.9 | -50.9 | 274.7 | -11.4 | 12.3 | 604.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/20/2001
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See EQUITY PRECIOUS METALS Asset Class Trend Rankings |
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