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OSMBX: Oppenheimer International Small Company B (MUTUAL FUND)
Basic Info
| Asset Class: | FOREIGN SMALL/MID GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/24/1999 |
| Last Dividend Date: | 12/12/2017 |
| 12-Mo. Yield | 2.56% |
| Expenses | 2.19% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 09/24/1999 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 5.6 | 8.3 | 11.8 | 16.1 | 10.2 | 7.6 | 36.9 | -1.2 | 14.0 | -0.6 | 43.7 | 21.5 | -21.2 | 35.9 | 119.9 | -66.3 | 20.5 | 35.3 | 32.4 | 28.6 | 83.6 | -8.9 | -19.2 | -35.0 | 10.0 |
| Sharpe Ratio | NA | 1.97 | 1.1 | 1.41 | 0.44 | NA | 0.43 | 1.25 | 4.92 | -0.1 | 1.2 | -0.06 | 4.12 | 1.43 | -0.88 | 1.51 | 3.23 | -1.46 | 0.72 | 1.55 | 2.75 | 1.76 | 6.27 | -0.78 | -1.3 | -1.74 | 3.28 |
| Draw Down(%) | NA | 8.6 | 13.0 | 13.3 | 71.1 | NA | 78.4 | 8.6 | 3.1 | 11.8 | 7.2 | 13.3 | 5.9 | 14.2 | 25.5 | 20.7 | 19.2 | 75.1 | 24.0 | 25.6 | 9.5 | 19.0 | 9.9 | 30.7 | 35.9 | 49.9 | 4.7 |
| Standard Deviation(%) | NA | 9.8 | 11.8 | 11.3 | 23.1 | NA | 20.9 | 12.4 | 7.4 | 14.6 | 11.6 | 10.1 | 10.6 | 15.2 | 24.1 | 23.7 | 37.1 | 46.0 | 24.4 | 20.8 | 11.0 | 15.7 | 13.2 | 12.8 | 16.8 | 22.5 | 11.9 |
| Treynor Ratio | NA | 0.31 | 0.19 | 0.23 | 0.12 | NA | 0.11 | 0.24 | 0.56 | -0.02 | 0.22 | -0.01 | 0.63 | 0.26 | -0.27 | 0.36 | 1.04 | -0.82 | 0.16 | 0.3 | 0.47 | 0.31 | 1.48 | -0.33 | -0.4 | -0.4 | 0.62 |
| Alpha | NA | 0.02 | 0.02 | 0.03 | 0.02 | NA | 0.02 | 0.03 | 0.03 | -0.01 | 0.05 | 0.01 | 0.09 | 0.02 | -0.05 | 0.07 | 0.16 | -0.23 | 0.01 | 0.03 | 0.07 | 0.04 | 0.18 | -0.02 | -0.04 | -0.13 | -0.05 |
| Beta | NA | 0.62 | 0.68 | 0.69 | 0.86 | NA | 0.82 | 0.65 | 0.66 | 0.75 | 0.64 | 0.69 | 0.7 | 0.82 | 0.8 | 0.98 | 1.16 | 0.82 | 1.12 | 1.08 | 0.65 | 0.88 | 0.56 | 0.3 | 0.54 | 0.97 | 0.63 |
| RSquared | NA | 0.71 | 0.77 | 0.76 | 0.73 | NA | 0.65 | 0.76 | 0.65 | 0.81 | 0.78 | 0.72 | 0.77 | 0.85 | 0.88 | 0.82 | 0.82 | 0.63 | 0.79 | 0.61 | 0.38 | 0.53 | 0.34 | 0.26 | 0.43 | 0.6 | 0.39 |
| Yield(%) | N/A | 2.6 | 1.0 | 0.9 | 1.9 | 9.4 | N/A | 0.0 | 3.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 2.6 | 10.2 | 6.2 | 0.0 | 20.3 | 2.4 | 13.3 | 2.4 | 0.0 | 0.0 | 0.2 | 3.9 | 18.2 |
| Dividend Growth(%) | N/A | N/A | 4845.5 | -65.4 | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | -100.0 | -96.4 | -68.8 | 242.4 | N/A | -100.0 | 982.6 | -78.1 | 590.5 | N/A | N/A | -100.0 | -97.3 | -80.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/24/1999
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