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OPSIX: Oppenheimer Strat Income Fund (MUTUAL FUND)
Basic Info 3.1 0.04(1.27%) June 05
| Asset Class: | Multisector Bond |
| MyPlanIQ Rating: | (54%) |
| Start Date: | 11/21/1989 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 5.63% |
| Expenses | 0.86% |
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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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.5 | -4.0 | 2.3 | 5.6 | 0.9 | 2.1 | 2.2 | 3.7 | 5.6 | 12.8 | 3.2 | 8.6 | -11.9 | -3.4 | 3.5 | 10.6 | -4.7 | 6.2 | 6.4 | -2.3 | 3.1 | -0.9 | 14.3 | 0.9 | 17.3 | 22.2 | -16.1 | 9.1 | 7.7 | 4.0 | 9.3 | 19.7 | 5.4 | 3.5 | 2.2 | 4.1 | 1.7 | 8.4 | 13.3 | 15.1 | -4.6 | 17.2 | 5.8 | 19.3 | 6.6 | 2.9 |
| Sharpe Ratio | NA | -0.94 | -0.04 | 0.32 | -0.23 | 0.06 | NA | NA | 0.68 | 1.68 | -0.06 | 0.73 | -1.61 | -0.79 | 0.23 | 2.34 | -1.72 | 2.11 | 1.8 | -0.77 | 1.05 | -0.25 | 4.11 | 0.16 | 3.37 | 4.08 | -2.17 | 1.53 | 1.07 | 0.39 | 1.71 | 4.86 | 1.03 | 0.21 | -0.47 | 0.18 | -0.38 | 1.36 | 2.49 | 2.74 | -1.66 | 3.97 | 0.74 | 3.6 | 0.22 | 5.39 |
| Draw Down(%) | NA | 8.4 | 8.4 | 8.4 | 21.4 | 25.1 | NA | NA | 25.4 | 3.5 | 4.1 | 5.4 | 19.3 | 6.1 | 25.1 | 2.5 | 6.2 | 1.5 | 3.0 | 5.7 | 4.0 | 7.2 | 2.4 | 7.5 | 3.8 | 8.0 | 25.4 | 2.4 | 4.3 | 3.0 | 4.7 | 3.7 | 4.8 | 5.6 | 4.6 | 3.3 | 6.2 | 2.0 | 1.7 | 2.0 | 7.6 | 1.9 | 3.8 | 1.4 | 4.8 | 0.2 |
| Standard Deviation(%) | NA | 12.3 | 9.2 | 7.4 | 7.2 | 7.1 | NA | NA | 5.3 | 5.9 | 6.0 | 6.8 | 8.3 | 4.3 | 14.1 | 3.9 | 3.6 | 2.6 | 3.4 | 3.1 | 3.0 | 3.9 | 3.5 | 5.3 | 5.1 | 5.4 | 7.8 | 3.9 | 4.0 | 4.4 | 4.9 | 3.9 | 4.1 | 5.1 | 4.4 | 4.0 | 4.7 | 3.4 | 3.8 | 4.1 | 4.7 | 3.8 | 4.5 | 4.3 | 5.0 | 4.7 |
| Treynor Ratio | NA | -0.06 | 0.0 | 0.03 | -0.03 | 0.01 | NA | NA | 0.07 | 0.14 | 0.0 | 0.1 | -0.22 | 0.43 | 0.04 | 1.46 | -0.3 | 0.18 | 0.29 | -0.91 | 0.19 | -0.02 | 1.04 | -0.23 | 0.32 | 0.62 | -0.36 | 0.17 | 0.05 | 0.03 | 0.13 | 0.44 | 0.1 | 0.02 | -0.03 | 0.01 | -0.03 | 0.08 | 0.18 | 0.28 | -0.18 | 0.38 | 0.06 | 0.46 | 0.05 | 0.91 |
| Alpha | NA | -0.02 | -0.01 | 0.01 | 0.0 | 0.0 | NA | NA | 0.01 | 0.03 | 0.01 | 0.02 | -0.02 | -0.01 | -0.01 | 0.03 | -0.02 | 0.02 | 0.02 | -0.01 | 0.01 | 0.0 | 0.05 | 0.01 | 0.05 | 0.07 | -0.08 | 0.02 | 0.01 | 0.01 | 0.03 | 0.06 | 0.01 | -0.01 | -0.02 | 0.01 | -0.02 | 0.01 | 0.04 | 0.02 | -0.02 | 0.05 | 0.01 | 0.04 | 0.0 | 0.09 |
| Beta | NA | 2.02 | 1.41 | 0.86 | 0.63 | 0.58 | NA | NA | 0.49 | 0.74 | 0.81 | 0.49 | 0.61 | -0.08 | 0.81 | 0.06 | 0.2 | 0.32 | 0.22 | 0.03 | 0.16 | 0.62 | 0.14 | -0.04 | 0.54 | 0.36 | 0.48 | 0.35 | 0.81 | 0.68 | 0.66 | 0.43 | 0.44 | 0.59 | 0.64 | 0.57 | 0.7 | 0.57 | 0.52 | 0.39 | 0.43 | 0.39 | 0.55 | 0.33 | 0.24 | 0.28 |
| RSquared | NA | 0.47 | 0.37 | 0.39 | 0.27 | 0.17 | NA | NA | 0.17 | 0.32 | 0.55 | 0.27 | 0.32 | 0.0 | 0.08 | 0.0 | 0.03 | 0.13 | 0.05 | 0.0 | 0.02 | 0.29 | 0.01 | 0.0 | 0.18 | 0.09 | 0.15 | 0.12 | 0.46 | 0.24 | 0.33 | 0.26 | 0.2 | 0.34 | 0.37 | 0.4 | 0.4 | 0.45 | 0.47 | 0.2 | 0.24 | 0.13 | 0.25 | 0.1 | 0.05 | 0.04 |
| Yield(%) | N/A | 1.8 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 5.7 | 5.4 | 5.1 | 2.9 | 2.4 | 2.7 | 4.8 | 4.8 | 4.3 | 3.9 | 4.2 | 5.1 | 5.0 | 6.0 | 6.1 | 8.0 | 7.1 | 5.7 | 6.6 | 5.0 | 7.1 | 6.4 | 6.2 | 6.6 | 9.3 | 9.5 | 8.6 | 8.2 | 8.4 | 9.5 | 9.6 | 8.4 | 9.9 | 9.0 | 11.8 | 11.9 | 2.2 |
| Dividend Growth(%) | N/A | -65.7 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4.2 | 8.4 | 47.6 | 12.9 | -9.7 | -40.5 | -8.3 | 12.5 | 13.3 | -13.5 | -18.2 | -4.6 | -11.0 | -6.5 | -17.6 | 29.1 | -2.0 | -11.0 | 34.1 | -31.5 | 13.2 | 16.7 | -8.3 | -32.4 | -9.0 | 4.3 | -1.7 | -2.7 | -8.6 | 3.9 | -0.2 | -9.5 | 5.7 | -18.5 | -6.2 | 433.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/16/1989
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