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QSCYX: Oppenheimer Sm- & Mid- Cap Val Fd Cl Y (MUTUAL FUND)
Basic Info
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/01/2005 |
| Last Dividend Date: | 03/19/2020 |
| 12-Mo. Yield | 13.24% |
| Expenses | 0.91% |
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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 | Since 11/01/2005 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -18.3 | -5.6 | 0.5 | 6.5 | 4.4 | -27.6 | 28.2 | -17.8 | 13.6 | 20.6 | -6.8 | 11.0 | 38.2 | 9.8 | -7.3 | 21.0 | 45.3 | -49.8 | 9.5 | 18.5 | 6.4 |
| Sharpe Ratio | NA | -0.6 | -0.28 | -0.09 | 0.25 | 0.16 | -1.04 | 1.85 | -1.21 | 1.44 | 1.25 | -0.45 | 0.84 | 2.96 | 0.68 | -0.28 | 1.0 | 1.5 | -1.1 | 0.39 | 1.28 | 2.67 |
| Draw Down(%) | NA | 45.5 | 45.5 | 45.5 | 45.5 | 65.5 | 45.5 | 9.7 | 26.7 | 5.0 | 13.7 | 15.5 | 11.9 | 5.5 | 14.0 | 27.3 | 17.6 | 24.7 | 62.2 | 13.0 | 10.8 | 4.3 |
| Standard Deviation(%) | NA | 37.4 | 24.2 | 21.1 | 19.7 | 22.7 | 64.9 | 14.5 | 15.9 | 9.0 | 16.2 | 15.3 | 13.1 | 12.9 | 14.5 | 26.0 | 20.8 | 30.1 | 46.0 | 16.7 | 11.9 | 16.3 |
| Treynor Ratio | NA | -0.21 | -0.06 | -0.02 | 0.05 | 0.04 | -0.65 | 0.24 | -0.19 | 0.12 | 0.2 | -0.07 | 0.1 | 0.37 | 0.1 | -0.07 | 0.22 | 0.55 | -0.5 | 0.07 | 0.14 | 0.0 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.04 | -0.01 | -0.02 | -0.01 | 0.02 | -0.02 | -0.01 | 0.0 | -0.02 | -0.03 | 0.0 | 0.04 | -0.09 | 0.05 | 0.02 | NA |
| Beta | NA | 1.04 | 1.04 | 1.04 | 1.02 | 0.98 | 1.03 | 1.14 | 1.03 | 1.05 | 1.04 | 0.99 | 1.1 | 1.03 | 0.99 | 0.98 | 0.95 | 0.83 | 1.02 | 0.97 | 1.1 | NA |
| RSquared | NA | 0.98 | 0.97 | 0.97 | 0.96 | 0.93 | 0.98 | 0.93 | 0.95 | 0.88 | 0.96 | 0.97 | 0.94 | 0.95 | 0.91 | 0.98 | 0.97 | 0.96 | 0.95 | 0.93 | 0.19 | 0.0 |
| Yield(%) | N/A | 13.2 | 9.1 | 6.3 | 5.8 | N/A | 0.2 | 15.5 | 8.3 | 6.8 | 0.8 | 0.7 | 1.0 | 1.4 | 0.4 | 0.0 | 0.0 | 0.0 | 0.0 | 10.0 | 6.1 | 5.7 |
| Dividend Growth(%) | N/A | 39.6 | 1307.4 | 1334.6 | N/A | N/A | -98.8 | 40.1 | 28.5 | 884.7 | 16.7 | -25.0 | -9.5 | 285.7 | N/A | N/A | N/A | -100.0 | -99.7 | 79.9 | 10.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/01/2005
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See MID-CAP VALUE Asset Class Trend Rankings |
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