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OPOCX: Oppenheimer Discovery Fd Cl A (MUTUAL FUND)
Basic Info 124.8 6.36(4.85%) June 05
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (51%) |
| Start Date: | 01/07/1987 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 14.32% |
| Expenses | 1.28% |
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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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.3 | 26.2 | 50.0 | 25.5 | 9.8 | 16.1 | 13.7 | 12.0 | 10.1 | 16.8 | 22.6 | 17.0 | -31.3 | 14.8 | 50.3 | 36.8 | -4.2 | 29.0 | 4.3 | 1.9 | -2.1 | 46.1 | 16.9 | 1.6 | 27.7 | 27.3 | -38.6 | 25.8 | 4.8 | 1.3 | 4.0 | 39.0 | -24.1 | -11.6 | -13.9 | 51.3 | -2.1 | 10.3 | 14.7 | 25.6 | -15.4 | 14.8 | 16.6 | 64.3 | -18.1 | 25.1 | 19.7 | -4.8 |
| Sharpe Ratio | NA | 2.31 | 1.91 | 0.93 | 0.28 | 0.55 | NA | NA | 0.34 | 0.53 | 0.9 | 0.72 | -0.99 | 0.59 | 1.31 | 1.94 | -0.16 | 2.18 | 0.22 | 0.1 | -0.11 | 2.84 | 0.98 | 0.05 | 1.19 | 1.05 | -1.03 | 1.18 | 0.07 | -0.06 | 0.15 | 1.81 | -1.07 | -0.56 | -0.44 | 2.59 | -0.24 | 0.44 | 0.78 | 1.63 | -1.38 | 0.88 | 0.91 | 3.25 | -1.54 | 1.55 | 1.22 | -0.3 |
| Draw Down(%) | NA | 11.4 | 11.4 | 28.6 | 43.3 | 43.3 | NA | NA | 64.2 | 27.0 | 11.6 | 16.3 | 37.6 | 15.0 | 36.2 | 11.7 | 29.3 | 5.9 | 20.0 | 14.4 | 20.3 | 5.8 | 11.5 | 26.6 | 17.8 | 20.9 | 48.7 | 10.9 | 20.0 | 12.1 | 24.2 | 12.9 | 34.6 | 30.8 | 45.0 | 17.0 | 39.9 | 20.4 | 16.0 | 10.4 | 19.9 | 13.2 | 22.7 | 8.9 | 24.0 | 14.4 | 7.3 | 34.6 |
| Standard Deviation(%) | NA | 30.1 | 24.9 | 23.9 | 25.5 | 26.2 | NA | NA | 22.9 | 26.4 | 21.1 | 18.8 | 33.3 | 25.0 | 38.2 | 18.3 | 33.7 | 13.1 | 18.8 | 17.8 | 20.1 | 16.2 | 17.4 | 31.4 | 23.2 | 25.8 | 38.1 | 19.4 | 19.2 | 15.8 | 20.0 | 21.1 | 23.5 | 25.6 | 41.2 | 18.5 | 23.4 | 14.9 | 14.1 | 13.3 | 13.4 | 14.3 | 15.4 | 18.5 | 15.3 | 12.4 | 12.1 | 29.9 |
| Treynor Ratio | NA | 0.57 | 0.42 | 0.21 | 0.07 | 0.14 | NA | NA | 0.08 | 0.13 | 0.18 | 0.15 | -0.33 | 0.13 | 0.51 | 0.32 | -0.06 | 0.24 | 0.04 | 0.02 | -0.02 | 0.42 | 0.18 | 0.02 | 0.29 | 0.36 | -0.46 | 0.22 | 0.01 | -0.01 | 0.03 | 0.37 | -0.28 | -0.15 | -0.17 | 0.49 | -0.06 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.08 | 0.06 | 0.03 | 0.02 | 0.02 | NA | NA | 0.02 | 0.03 | 0.02 | -0.01 | -0.02 | 0.03 | 0.05 | 0.0 | 0.02 | 0.01 | -0.02 | 0.02 | -0.02 | 0.01 | 0.0 | 0.01 | 0.0 | -0.01 | -0.02 | 0.06 | -0.03 | -0.03 | -0.05 | -0.02 | -0.05 | -0.05 | -0.04 | 0.1 | 0.0 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.22 | 1.13 | 1.05 | 1.03 | 1.03 | NA | NA | 0.98 | 1.03 | 1.07 | 0.91 | 0.99 | 1.16 | 0.98 | 1.1 | 1.0 | 1.19 | 1.02 | 1.07 | 1.22 | 1.08 | 0.97 | 0.95 | 0.96 | 0.76 | 0.87 | 1.02 | 1.1 | 1.02 | 1.05 | 1.04 | 0.89 | 0.95 | 1.07 | 0.98 | 0.92 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.84 | 0.83 | 0.88 | 0.91 | 0.82 | NA | NA | 0.74 | 0.9 | 0.9 | 0.9 | 0.95 | 0.95 | 0.95 | 0.9 | 0.33 | 0.87 | 0.92 | 0.92 | 0.92 | 0.93 | 0.9 | 0.96 | 0.97 | 0.94 | 0.97 | 0.93 | 0.95 | 0.93 | 0.94 | 0.93 | 0.89 | 0.88 | 0.87 | 0.68 | 0.74 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 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 | 13.7 | 8.0 | 0.0 | 0.0 | 19.8 | 15.0 | 8.3 | 15.3 | 14.2 | 4.4 | 6.6 | 8.9 | 9.9 | 8.1 | 5.5 | 0.0 | 0.0 | 1.0 | 1.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 19.7 | 6.4 | 3.0 | 2.2 | 8.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.9 | 1.7 | 0.9 | 0.4 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 100.5 | N/A | N/A | -100.0 | 73.5 | 135.2 | -56.2 | 23.6 | 229.5 | -36.7 | -33.9 | 17.1 | 36.2 | 38.2 | N/A | N/A | -100.0 | 0.9 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 344.3 | 103.0 | 47.3 | -72.4 | N/A | N/A | N/A | N/A | N/A | -100.0 | -36.7 | 109.8 | 104.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/11/1986
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