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ONRDX: Oppenheimer Rising Dividends N (MUTUAL FUND)
Basic Info 27.57 0.53(1.89%) June 05
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (46%) |
| Start Date: | 04/24/2001 |
| Last Dividend Date: | 12/11/2025 |
| 12-Mo. Yield | 8.28% |
| Expenses | 0.63% |
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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(%) | -1.2 | 4.7 | 18.9 | 16.6 | 7.7 | 10.1 | 9.6 | 8.2 | 7.1 | 17.2 | 19.1 | 17.4 | -17.0 | 12.2 | 11.1 | 29.3 | -6.8 | 16.5 | 4.6 | -0.8 | 10.7 | 26.8 | 12.2 | 2.0 | 12.8 | 18.3 | -31.5 | 12.4 | 15.6 | 5.5 | 12.3 | 26.7 | -19.1 | -6.2 |
| Sharpe Ratio | NA | 0.69 | 1.49 | 1.02 | 0.31 | 0.46 | NA | NA | 0.32 | 0.88 | 1.41 | 1.18 | -0.81 | 0.69 | 0.3 | 2.17 | -0.51 | 2.43 | 0.29 | -0.05 | 0.85 | 2.36 | 0.93 | 0.09 | 0.75 | 0.77 | -0.85 | 0.59 | 1.23 | 0.32 | 1.13 | 1.61 | -0.86 | -0.78 |
| Draw Down(%) | NA | 9.7 | 9.7 | 16.0 | 29.2 | 36.7 | NA | NA | 48.6 | 16.0 | 7.0 | 10.6 | 22.1 | 13.3 | 36.7 | 5.8 | 20.1 | 2.6 | 11.0 | 12.2 | 9.2 | 5.7 | 11.4 | 18.3 | 14.2 | 23.4 | 42.1 | 10.7 | 8.2 | 6.7 | 6.4 | 15.9 | 31.2 | 18.9 |
| Standard Deviation(%) | NA | 12.7 | 10.9 | 13.1 | 16.4 | 18.2 | NA | NA | 18.4 | 16.3 | 11.0 | 11.8 | 22.7 | 17.6 | 36.2 | 12.8 | 16.0 | 6.5 | 14.8 | 15.6 | 12.5 | 11.4 | 13.2 | 23.4 | 16.9 | 23.7 | 38.2 | 15.6 | 10.0 | 10.2 | 9.9 | 16.1 | 23.4 | 14.3 |
| Treynor Ratio | NA | 0.1 | 0.19 | 0.16 | 0.06 | 0.09 | NA | NA | 0.06 | 0.17 | 0.19 | 0.16 | -0.21 | 0.13 | 0.1 | 0.31 | -0.09 | 0.17 | 0.05 | -0.01 | 0.1 | 0.27 | 0.12 | 0.02 | 0.14 | 0.21 | -0.35 | 0.1 | 0.13 | 0.03 | 0.13 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.02 | -0.01 | -0.01 | -0.01 | -0.01 | NA | NA | -0.01 | 0.0 | -0.01 | -0.02 | 0.0 | -0.04 | -0.03 | 0.0 | -0.01 | -0.01 | -0.02 | -0.01 | -0.01 | -0.02 | -0.01 | 0.0 | -0.01 | -0.02 | 0.02 | 0.02 | 0.0 | 0.0 | 0.02 | NA | NA | NA |
| Beta | NA | 0.87 | 0.85 | 0.85 | 0.87 | 0.94 | NA | NA | 0.94 | 0.85 | 0.83 | 0.86 | 0.88 | 0.93 | 1.03 | 0.91 | 0.92 | 0.92 | 0.95 | 1.0 | 1.06 | 1.01 | 1.0 | 0.99 | 0.92 | 0.86 | 0.93 | 0.97 | 0.93 | 0.94 | 0.85 | NA | NA | NA |
| RSquared | NA | 0.92 | 0.91 | 0.94 | 0.85 | 0.89 | NA | NA | 0.83 | 0.97 | 0.94 | 0.93 | 0.93 | 0.53 | 0.98 | 0.78 | 0.97 | 0.9 | 0.71 | 0.98 | 0.95 | 0.97 | 0.95 | 0.99 | 0.99 | 0.98 | 0.99 | 0.96 | 0.9 | 0.9 | 0.84 | 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 | 8.6 | 13.4 | 8.2 | 0.6 | 0.3 | 0.7 | 4.8 | 7.6 | 10.1 | 5.8 | 6.7 | 9.4 | 12.7 | 1.2 | 0.9 | 0.8 | 2.1 | 1.2 | 19.5 | 11.1 | 20.2 | 0.8 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -31.7 | 79.2 | 1011.8 | 106.8 | -47.1 | -82.3 | -46.2 | -19.7 | 73.6 | -20.1 | -27.8 | -18.9 | 1127.7 | 27.8 | 28.6 | -55.9 | 20.4 | -94.3 | 80.0 | -51.5 | 2798.0 | 2000.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/20/2001
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