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OPY: Oppenheimer Holdings Inc. (STOCK)
Basic Info 97.33 3.11(3.10%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 08/16/1993 |
| Last Dividend Date: | 05/15/2026 |
| 12-Mo. Yield | 2.61% |
| Expenses | - |
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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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 6.2 | 35.2 | 59.0 | 38.3 | 17.2 | 22.9 | 11.7 | 8.8 | 10.2 | 15.6 | 57.3 | -0.9 | -7.2 | 52.7 | 20.4 | 9.4 | -3.2 | 46.2 | 10.3 | -23.6 | -4.4 | 46.9 | 10.3 | -37.3 | -19.8 | 164.5 | -69.0 | 28.1 | 69.6 | -20.4 | -23.6 | 36.0 | -9.4 | 19.1 | 64.1 | -13.1 | 1.9 | 21.9 | 58.3 | 48.0 | -25.6 | 15.3 |
| Sharpe Ratio | NA | 2.24 | 1.58 | 1.13 | 0.44 | 0.6 | NA | NA | 0.21 | 0.41 | 1.88 | -0.17 | -0.22 | 1.49 | 0.32 | 0.34 | -0.17 | 1.73 | 0.25 | -0.65 | -0.14 | 1.62 | 0.23 | -0.63 | -0.47 | 2.18 | -0.88 | 0.58 | 2.02 | -1.24 | -1.32 | 2.19 | -0.46 | 0.8 | 2.41 | -0.47 | -0.05 | 0.57 | 1.42 | 1.07 | -0.61 | 1.01 |
| Draw Down(%) | NA | 21.2 | 21.2 | 29.4 | 45.7 | 54.9 | NA | NA | 87.5 | 29.4 | 17.6 | 29.6 | 41.3 | 25.5 | 47.3 | 14.9 | 29.6 | 18.5 | 20.9 | 42.9 | 31.1 | 19.1 | 31.5 | 62.8 | 32.0 | 53.0 | 82.8 | 34.1 | 19.8 | 26.2 | 37.0 | 12.8 | 30.6 | 19.4 | 12.6 | 23.9 | 38.4 | 19.0 | 17.4 | 20.2 | 41.0 | 12.2 |
| Standard Deviation(%) | NA | 44.4 | 35.6 | 31.0 | 33.1 | 35.4 | NA | NA | 39.4 | 30.8 | 28.5 | 26.8 | 39.0 | 35.3 | 63.0 | 23.0 | 27.3 | 26.5 | 40.2 | 36.5 | 32.1 | 28.9 | 44.2 | 59.2 | 41.9 | 75.3 | 79.6 | 43.2 | 32.9 | 18.3 | 18.6 | 16.1 | 23.0 | 21.1 | 24.8 | 35.1 | 30.8 | 31.7 | 38.2 | 41.3 | 46.7 | 42.7 |
| Treynor Ratio | NA | 0.99 | 0.53 | 0.38 | 0.17 | 0.21 | NA | NA | 0.09 | 0.12 | 0.71 | -0.06 | -0.12 | 0.53 | 0.15 | 0.08 | -0.06 | 0.27 | 0.06 | -0.29 | -0.03 | 0.34 | 0.05 | -0.2 | -0.13 | 1.03 | -0.65 | 0.34 | 1.03 | -0.76 | -1.15 | 2.62 | -0.78 | 0.86 | 6.68 | -0.65 | -0.04 | 0.44 | 1.65 | -1.64 | -1.33 | -0.44 |
| Alpha | NA | 0.24 | 0.11 | 0.07 | 0.04 | 0.04 | NA | NA | 0.03 | 0.0 | 0.12 | -0.06 | 0.05 | 0.09 | 0.03 | -0.06 | 0.01 | 0.03 | -0.01 | -0.09 | -0.08 | 0.02 | -0.04 | -0.15 | -0.15 | 0.33 | -0.18 | 0.11 | 0.19 | -0.1 | -0.11 | 0.11 | -0.02 | 0.08 | 0.2 | -0.06 | -0.03 | 0.04 | 0.17 | 0.2 | -0.08 | 0.22 |
| Beta | NA | 1.01 | 1.06 | 0.92 | 0.86 | 1.04 | NA | NA | 0.89 | 1.02 | 0.75 | 0.72 | 0.74 | 1.0 | 1.33 | 0.96 | 0.79 | 1.71 | 1.64 | 0.82 | 1.48 | 1.36 | 1.9 | 1.85 | 1.59 | 1.6 | 1.07 | 0.75 | 0.65 | 0.3 | 0.21 | 0.13 | 0.14 | 0.2 | 0.09 | 0.25 | 0.4 | 0.41 | 0.33 | -0.27 | 0.22 | -0.98 |
| RSquared | NA | 0.1 | 0.13 | 0.19 | 0.2 | 0.28 | NA | NA | 0.18 | 0.39 | 0.11 | 0.13 | 0.21 | 0.14 | 0.54 | 0.27 | 0.25 | 0.19 | 0.28 | 0.12 | 0.27 | 0.27 | 0.3 | 0.55 | 0.46 | 0.33 | 0.31 | 0.07 | 0.04 | 0.03 | 0.02 | 0.02 | 0.02 | 0.04 | 0.01 | 0.02 | 0.07 | 0.05 | 0.01 | 0.0 | 0.0 | 0.03 |
| Yield(%) | N/A | 0.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.7 | 1.6 | 1.4 | 1.3 | 4.9 | 5.3 | 1.8 | 1.7 | 2.4 | 2.7 | 1.9 | 1.8 | 2.5 | 2.7 | 1.6 | 1.3 | 3.4 | 1.0 | 1.2 | 2.0 | 1.4 | 1.1 | 1.5 | 1.3 | 1.5 | 2.1 | 1.6 | 1.6 | 1.7 | 2.2 | 0.6 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -77.9 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 160.6 | 10.0 | 0.0 | -61.0 | 4.1 | 221.7 | 4.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 4.8 | 5.0 | 11.1 | 0.0 | 0.0 | 0.0 | 0.0 | 16.1 | 10.7 | 0.0 | 16.7 | 20.0 | 426.3 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/28/1986
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