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Oppenheimer Global Strategic Inc A (OPSIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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3.0300+0.0100 (+0.33%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.48%
5-year average return-0.48%
Number of years up27
Number of years down7
Best 1-yr total return (21 Apr 2024)22.09%
Worst 1-yr total return (21 Apr 2024)N/A
Best 3-yr total return22.09%
Worst 3-yr total return-4.05%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOPSIXCategory
YTD-0.24%-2.30%
1-month1.11%-0.73%
3-month-0.24%1.24%
1-year5.53%4.82%
3-year-1.53%3.59%
5-year0.15%2.35%
10-year1.16%1.33%
Last bull market3.27%3.79%
Last bear market-10.00%-1.46%

Annual total return (%) history

Year
OPSIXCategory
2024
N/AN/A
2023
8.65%N/A
2022
-11.79%N/A
2021
-3.24%N/A
2020
3.51%8.35%
2019
10.59%6.73%
2018
-4.69%-1.48%
2017
6.21%6.87%
2016
6.36%3.63%
2015
-2.35%-4.00%
2014
2.63%1.72%
2013
-0.36%-2.62%
2012
13.49%8.09%
2011
0.89%3.39%
2010
15.96%6.35%
2009
22.09%13.12%
2008
-16.50%-1.57%
2007
9.22%7.28%
2006
7.68%5.42%
2005
4.16%-3.33%
2004
9.62%8.98%
2003
19.58%13.79%
2002
6.83%14.10%
2001
3.55%1.95%
2000
2.21%3.21%
1999
4.04%-2.86%
1998
1.67%9.54%
1997
8.36%3.64%
1996
12.59%11.29%
1995
15.38%16.63%
1994
-4.66%-4.73%
1993
19.78%13.06%
1992
7.74%2.20%
1991
20.26%12.24%
1990
7.82%13.76%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.24%N/AN/AN/A
20232.71%0.93%-1.89%6.82%
2022-5.46%-10.00%-3.44%7.35%
2021-3.12%0.41%-0.41%-0.13%
2020-17.13%15.04%2.26%6.18%
20195.10%3.21%-0.59%2.56%
2018-0.68%-2.41%0.73%-2.39%
20172.03%1.82%1.34%0.88%
20161.53%2.77%2.74%-0.79%
20152.33%-0.88%-2.69%-1.06%
20141.84%2.61%-1.02%-0.78%
20131.16%-3.50%0.92%1.14%
20124.94%1.00%4.14%2.82%
20112.47%2.24%-5.60%2.02%
20104.25%2.24%7.92%0.80%
2009-4.27%11.78%11.06%2.73%
20081.54%-0.24%-7.23%-11.16%
20072.72%1.53%2.54%2.13%
20061.52%-1.62%3.75%3.93%
2005-1.15%3.42%1.72%0.16%
20042.33%-1.83%3.38%5.55%
20033.80%6.54%3.27%4.70%
20021.65%-0.04%0.42%4.71%
20011.78%-0.83%-1.83%4.51%
20001.58%0.55%0.96%-0.88%
19990.53%0.33%0.17%2.97%
19982.67%0.66%-3.41%1.85%
1997-0.23%4.05%3.37%0.98%
19961.82%2.64%3.89%3.70%
19951.57%5.77%3.13%4.14%
1994-3.54%-0.50%1.32%-1.96%
19936.41%4.16%3.13%4.79%
19921.31%4.57%2.34%-0.62%
19916.80%2.35%5.96%3.83%
19900.25%5.84%0.61%0.99%

Rank in category (by total return)

YTD25
1-month12
3-month25
1-year18
3-year28
5-year26

Load adjusted returns

1-year1.05%
3-year-2.94%
5-year-0.72%
10-year0.72%