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OOSAX: Oppenheimer Senior Floating Rate A (MUTUAL FUND)
Basic Info 6.25 0(0.0%) June 05
| Asset Class: | Bank Loan |
| MyPlanIQ Rating: | (7%) |
| Start Date: | 09/29/1999 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 7.50% |
| Expenses | 0.71% |
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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 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -0.2 | 3.5 | 7.1 | 5.8 | 4.0 | 3.8 | 3.9 | 4.3 | 5.1 | 8.6 | 11.6 | -0.3 | 8.7 | -4.5 | 2.3 | -0.9 | 2.7 | 12.7 | -2.1 | 0.5 | 6.4 | 8.4 | 2.4 | 12.8 | 43.5 | -29.4 | 1.6 | 7.0 | 5.7 | 5.4 | 9.9 | 1.9 | 0.2 | 7.5 | 2.5 |
| Sharpe Ratio | NA | -1.18 | 0.31 | 1.19 | 0.91 | 0.56 | NA | NA | 0.85 | 0.67 | 1.61 | 2.35 | -0.35 | 4.29 | -0.5 | 0.31 | -1.07 | 1.18 | 5.03 | -1.11 | 0.27 | 3.84 | 4.5 | 0.75 | 5.44 | 9.7 | -4.82 | -0.61 | 1.71 | 1.81 | 3.02 | 5.81 | 0.35 | -0.94 | 1.32 | 2.65 |
| Draw Down(%) | NA | 1.4 | 1.4 | 2.9 | 6.1 | 23.5 | NA | NA | 32.1 | 2.9 | 0.6 | 2.0 | 6.1 | 0.8 | 21.8 | 4.5 | 4.9 | 1.6 | 2.9 | 5.0 | 2.7 | 0.7 | 1.3 | 5.4 | 2.1 | 2.5 | 30.8 | 4.1 | 0.3 | 0.7 | 0.4 | 0.3 | 2.9 | 3.3 | 0.6 | 0.3 |
| Standard Deviation(%) | NA | 2.6 | 2.9 | 3.2 | 3.5 | 4.1 | NA | NA | 3.4 | 3.3 | 3.1 | 3.4 | 4.9 | 2.0 | 9.3 | 2.8 | 2.1 | 1.8 | 2.5 | 1.9 | 2.0 | 1.7 | 1.9 | 3.1 | 2.3 | 4.5 | 6.3 | 2.6 | 2.1 | 1.9 | 1.5 | 1.6 | 2.2 | 2.5 | 2.5 | 2.4 |
| Treynor Ratio | NA | -0.07 | 0.01 | 0.08 | 0.09 | 0.04 | NA | NA | 0.06 | 0.04 | 0.11 | 0.35 | -0.07 | 0.34 | -0.02 | 0.13 | -0.05 | 0.06 | 0.31 | -0.07 | 0.01 | 0.18 | 0.1 | 0.03 | 0.21 | 0.97 | -0.68 | -0.06 | 0.05 | 0.05 | 0.18 | 0.4 | 0.04 | -0.07 | 0.05 | 0.11 |
| Alpha | NA | -0.01 | 0.0 | 0.01 | 0.01 | 0.01 | NA | NA | 0.01 | 0.0 | 0.02 | 0.03 | 0.0 | 0.03 | -0.06 | 0.0 | -0.01 | 0.01 | 0.04 | -0.01 | 0.0 | 0.02 | 0.02 | 0.0 | 0.04 | 0.12 | -0.13 | -0.01 | 0.01 | 0.01 | 0.02 | 0.03 | 0.0 | -0.02 | 0.0 | 0.02 |
| Beta | NA | 0.46 | 0.6 | 0.45 | 0.34 | 0.57 | NA | NA | 0.5 | 0.58 | 0.47 | 0.23 | 0.24 | 0.26 | 2.1 | 0.06 | 0.43 | 0.33 | 0.41 | 0.29 | 0.49 | 0.35 | 0.83 | 0.88 | 0.6 | 0.45 | 0.45 | 0.27 | 0.67 | 0.68 | 0.25 | 0.23 | 0.18 | 0.34 | 0.63 | 0.56 |
| RSquared | NA | 0.2 | 0.22 | 0.15 | 0.08 | 0.12 | NA | NA | 0.12 | 0.2 | 0.17 | 0.06 | 0.03 | 0.03 | 0.43 | 0.0 | 0.08 | 0.06 | 0.07 | 0.07 | 0.12 | 0.08 | 0.3 | 0.19 | 0.26 | 0.08 | 0.08 | 0.07 | 0.34 | 0.31 | 0.12 | 0.1 | 0.05 | 0.2 | 0.42 | 0.41 |
| Yield(%) | N/A | 2.4 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 7.7 | 9.0 | 8.8 | 7.5 | 4.5 | 4.4 | 5.1 | 4.4 | 4.1 | 5.1 | 4.4 | 4.4 | 4.7 | 5.3 | 5.2 | 5.9 | 7.1 | 7.5 | 7.3 | 7.2 | 6.1 | 3.5 | 3.9 | 5.1 | 6.8 | 8.5 | 2.3 |
| Dividend Growth(%) | N/A | -69.7 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -15.5 | 5.5 | 8.0 | 71.2 | -6.1 | -16.1 | 9.8 | 7.4 | -14.5 | 10.2 | -4.3 | -6.1 | -7.7 | -2.3 | -5.6 | 11.9 | -38.7 | -2.6 | 0.7 | 18.2 | 74.0 | -4.8 | -25.8 | -30.0 | -20.7 | 277.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/02/1999
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