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
OMSOX: Oppenheimer Main St Opp A (MUTUAL FUND)
Basic Info 31.83 0.93(2.84%) June 05
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (46%) |
| Start Date: | 11/29/2000 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 5.50% |
| Expenses | 0.72% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/02/2026)
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 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.8 | 5.1 | 21.3 | 20.5 | 7.6 | 11.3 | 10.9 | 8.4 | 9.0 | 18.9 | 27.4 | 25.9 | -24.0 | 8.1 | 19.3 | 32.9 | -10.3 | 16.1 | 9.8 | -1.3 | 7.4 | 29.2 | 16.0 | -2.9 | 16.8 | 31.9 | -38.6 | 3.3 | 14.9 | 6.8 | 12.7 | 40.6 | -16.0 | 16.1 | 2.4 |
| Sharpe Ratio | NA | 1.28 | 1.86 | 1.23 | 0.29 | 0.52 | NA | NA | 0.39 | 0.83 | 1.8 | 1.67 | -1.01 | 0.36 | 0.55 | 2.53 | -0.71 | 2.3 | 0.76 | -0.09 | 0.65 | 2.6 | 1.22 | -0.12 | 0.95 | 0.96 | -0.9 | 0.01 | 1.08 | 0.42 | 0.95 | 2.51 | -0.77 | 0.76 | 0.89 |
| Draw Down(%) | NA | 11.1 | 11.1 | 19.5 | 36.6 | 36.6 | NA | NA | 58.9 | 19.5 | 8.5 | 10.3 | 25.6 | 18.8 | 34.2 | 6.9 | 22.5 | 2.1 | 9.5 | 12.5 | 8.7 | 5.9 | 11.5 | 18.0 | 14.2 | 31.9 | 53.0 | 12.3 | 9.4 | 7.3 | 9.8 | 13.0 | 28.2 | 19.3 | 10.8 |
| Standard Deviation(%) | NA | 14.7 | 12.6 | 15.5 | 19.2 | 19.2 | NA | NA | 20.0 | 19.4 | 13.2 | 13.4 | 25.1 | 22.5 | 34.3 | 12.4 | 16.7 | 6.7 | 12.6 | 15.1 | 11.4 | 11.2 | 13.1 | 23.8 | 17.7 | 33.1 | 43.7 | 16.6 | 10.7 | 10.9 | 12.4 | 15.9 | 22.3 | 18.2 | 32.3 |
| Treynor Ratio | NA | 0.18 | 0.23 | 0.19 | 0.06 | 0.1 | NA | NA | 0.08 | 0.16 | 0.23 | 0.22 | -0.26 | 0.07 | 0.19 | 0.33 | -0.12 | 0.16 | 0.1 | -0.01 | 0.08 | 0.3 | 0.16 | -0.03 | 0.17 | 0.27 | -0.37 | 0.0 | 0.11 | 0.04 | 0.11 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.03 | -0.01 | -0.01 | -0.02 | -0.01 | NA | NA | 0.0 | 0.0 | 0.01 | 0.0 | -0.02 | -0.07 | 0.0 | 0.01 | -0.03 | -0.02 | 0.0 | -0.01 | -0.02 | -0.01 | 0.0 | -0.02 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | NA | NA | NA | NA |
| Beta | NA | 1.07 | 1.03 | 1.03 | 1.02 | 1.0 | NA | NA | 1.03 | 1.02 | 1.02 | 1.0 | 0.98 | 1.17 | 0.99 | 0.96 | 0.96 | 0.96 | 0.93 | 0.96 | 0.96 | 0.97 | 0.98 | 0.99 | 0.96 | 1.19 | 1.05 | 1.04 | 1.04 | 1.05 | 1.08 | NA | NA | NA | NA |
| RSquared | NA | 0.98 | 0.96 | 0.98 | 0.85 | 0.91 | NA | NA | 0.83 | 0.98 | 0.97 | 0.97 | 0.95 | 0.53 | 0.99 | 0.95 | 0.97 | 0.91 | 0.96 | 0.97 | 0.92 | 0.92 | 0.93 | 0.97 | 0.97 | 0.96 | 0.98 | 0.98 | 0.98 | 0.98 | 0.87 | 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 | 5.6 | 10.9 | 4.9 | 0.2 | 0.7 | 0.5 | 1.0 | 7.5 | 14.4 | 7.8 | 10.6 | 0.4 | 0.4 | 0.7 | 0.2 | 0.0 | 0.5 | 0.7 | 10.7 | 5.4 | 4.2 | 8.6 | 0.0 | 0.0 | 0.0 | 0.1 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -39.2 | 170.8 | 2126.8 | -74.1 | 46.3 | -29.4 | -88.7 | -47.0 | 92.5 | -36.0 | 2783.3 | 24.1 | -38.3 | 291.7 | N/A | -100.0 | -56.2 | -93.9 | 112.0 | 37.5 | -50.3 | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/25/2000
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 LARGE BLEND Asset Class Trend Rankings |
Top Rated Funds in LARGE BLEND
Best Mutual Funds
- LLPFX (LONGLEAF PARTNERS FUND LONGLEAF PARTNERS FUND) (100%)
- LMVTX (CLEARBRIDGE VALUE TRUST CLASS C) (100%)
- MPGFX (MAIRS & POWER GROWTH FUND INVESTOR CLASS) (100%)
- YACKX (AMG YACKTMAN FUND CLASS I) (99%)
- FMIHX (LARGE CAP FUND LARGE CAP FUND INVESTOR CLASS) (99%)
- FDGFX (FIDELITY DIVIDEND GROWTH FUND FIDELITY DIVIDEND GROWTH FUND) (99%)
- THPGX (THOMPSON LARGECAP FUND THOMPSON LARGECAP FUND) (99%)
- WVALX (VALUE FUND VALUE FUND - INVESTOR CLASS) (99%)
- OAKMX (OAKMARK FUND INVESTOR CLASS) (99%)
- SWANX (SCHWAB CORE EQUITY FUND INVESTOR SHARES) (99%)
Best ETFs
- SPY (SPDR S&P 500 ETF Trust) (100%)
- XLG (Invesco S&P 500 Top 50 ETF) (100%)
- IWB (iShares Russell 1000 ETF) (97%)
- IYY (iShares Dow Jones U.S. ETF) (96%)
- VTI (Vanguard Total Stock Market ETF) (96%)
- IWV (iShares Russell 3000 ETF) (96%)
- RSP (Invesco S&P 500 Equal Weight ETF) (96%)
- XLP (Consumer Staples Select Sector SPDR Fund) (94%)
- DSI (iShares MSCI KLD 400 Social ETF) (93%)
- EPS (WisdomTree U.S. LargeCap Fund) (93%)
Best Closed End Funds
- ADX (Adams Diversified Equity Closed Fund) (95%)
- CLM (Cornerstone Strategic Value Fund Inc) (95%)
- CRF (Cornerstone Strategic Return Fund) (95%)
- ETB (Eaton Vance Tax Managed Buy Write Income Closed Fund) (95%)
- ETY (Eaton Vance Tax Managed Diversified Equity Income Closed Fund) (94%)
- FFA (First Trust Enhanced Equity Income Closed Fund) (94%)
- GAB (Gabelli Equity Trust Closed Fund) (94%)
- GGT (Gabelli MultiMedia Mutual Fund) (94%)
- USA (Liberty All Star Equity Closed Fund) (94%)
- GRF (Eagle Capital Growth Fund Inc) (94%)
Latest Articles Related to OMSOX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
