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OPMSX: Oppenheimer Main Street Mid Cap Fund Cl (MUTUAL FUND)
Basic Info 30.57 0.58(1.86%) June 05
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (43%) |
| Start Date: | 09/24/1999 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 8.96% |
| Expenses | 1.32% |
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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(%) | -0.6 | 6.4 | 14.1 | 15.6 | 3.5 | 7.3 | 8.2 | 6.8 | 9.2 | 9.0 | 17.1 | 18.4 | -17.4 | 3.0 | 5.3 | 32.2 | -12.6 | 14.8 | 13.5 | -7.3 | 11.9 | 33.4 | 16.8 | -2.7 | 23.1 | 36.9 | -38.3 | -1.9 | 14.6 | 10.0 | 19.2 | 46.5 | -16.0 | 12.9 | 10.2 | 31.3 |
| Sharpe Ratio | NA | 0.87 | 0.86 | 0.77 | 0.05 | 0.27 | NA | NA | 0.35 | 0.31 | 0.97 | 0.97 | -0.75 | 0.13 | 0.13 | 2.35 | -0.57 | 1.81 | 0.89 | -0.5 | 0.91 | 2.71 | 1.08 | -0.09 | 1.05 | 0.95 | -0.86 | -0.26 | 0.68 | 0.52 | 1.1 | 2.63 | -0.76 | 0.53 | 0.21 | 12.3 |
| Draw Down(%) | NA | 10.4 | 10.4 | 22.6 | 35.3 | 41.2 | NA | NA | 64.0 | 21.1 | 8.0 | 14.0 | 23.0 | 20.6 | 41.2 | 7.2 | 24.5 | 3.5 | 11.6 | 14.0 | 10.4 | 5.7 | 13.4 | 27.7 | 17.9 | 36.8 | 54.4 | 16.2 | 15.2 | 10.0 | 13.4 | 14.0 | 28.5 | 22.5 | 21.2 | 4.0 |
| Standard Deviation(%) | NA | 14.9 | 13.3 | 16.0 | 19.9 | 21.1 | NA | NA | 22.5 | 19.4 | 13.9 | 15.3 | 25.3 | 23.4 | 38.0 | 13.1 | 24.4 | 7.9 | 15.0 | 14.8 | 13.1 | 12.3 | 15.5 | 30.0 | 21.9 | 39.0 | 45.6 | 19.4 | 16.6 | 14.9 | 16.6 | 17.4 | 22.4 | 19.9 | 27.8 | 13.9 |
| Treynor Ratio | NA | 0.16 | 0.15 | 0.15 | 0.01 | 0.07 | NA | NA | 0.09 | 0.07 | 0.17 | 0.19 | -0.21 | 0.04 | 0.06 | 0.36 | -0.17 | 0.2 | 0.16 | -0.08 | 0.14 | 0.38 | 0.18 | -0.03 | 0.25 | 0.34 | -0.38 | -0.05 | 0.1 | 0.08 | 0.18 | 0.47 | -0.2 | 0.13 | 0.07 | 5.46 |
| Alpha | NA | -0.03 | -0.02 | 0.01 | -0.01 | -0.01 | NA | NA | 0.0 | 0.0 | 0.02 | 0.01 | -0.01 | -0.03 | -0.04 | 0.03 | -0.02 | 0.01 | -0.01 | -0.02 | 0.02 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.04 | 0.05 | 0.35 |
| Beta | NA | 0.81 | 0.77 | 0.81 | 0.85 | 0.84 | NA | NA | 0.92 | 0.87 | 0.78 | 0.77 | 0.9 | 0.76 | 0.92 | 0.85 | 0.82 | 0.7 | 0.84 | 0.93 | 0.86 | 0.88 | 0.94 | 0.95 | 0.92 | 1.08 | 1.02 | 1.03 | 1.08 | 1.02 | 1.02 | 0.97 | 0.87 | 0.81 | 0.85 | 0.31 |
| RSquared | NA | 0.91 | 0.9 | 0.91 | 0.8 | 0.76 | NA | NA | 0.88 | 0.94 | 0.9 | 0.87 | 0.94 | 0.42 | 0.95 | 0.9 | 0.33 | 0.81 | 0.89 | 0.94 | 0.89 | 0.95 | 0.96 | 0.99 | 0.99 | 0.98 | 0.99 | 0.96 | 0.99 | 0.98 | 0.97 | 0.97 | 0.95 | 0.9 | 0.84 | 0.21 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 9.0 | 9.8 | 3.9 | 0.1 | 0.3 | 0.0 | 6.3 | 10.2 | 14.4 | 3.4 | 11.0 | 15.7 | 0.1 | 0.9 | 0.2 | 0.0 | 0.3 | 0.1 | 9.3 | 7.4 | 7.5 | 10.5 | 0.0 | 0.0 | 0.1 | 6.3 | 0.2 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -1.3 | 192.8 | 2698.4 | -53.6 | N/A | -100.0 | -52.6 | -28.9 | 380.2 | -75.2 | -31.9 | 33907.1 | -92.4 | 291.5 | N/A | -100.0 | 21.4 | -98.6 | 32.8 | 5.6 | -25.1 | N/A | N/A | -100.0 | -99.1 | 3347.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/30/1999
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