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Oppenheimer Discovery I (ODIIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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118.96+0.18 (+0.15%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.99%
5-year average return10.53%
Number of years up8
Number of years down3
Best 1-yr total return (20 Jun 2024)50.64%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return50.64%
Worst 3-yr total return-2.03%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnODIIXCategory
YTD11.04%12.40%
1-month3.50%3.37%
3-month0.57%4.88%
1-year25.75%55.69%
3-year-0.53%19.34%
5-year12.31%20.72%
10-year12.37%13.98%
Last bull market34.64%27.85%
Last bear market-22.04%-24.06%

Annual total return (%) history

Year
ODIIXCategory
2024
N/AN/A
2023
17.46%N/A
2022
-31.00%N/A
2021
16.03%N/A
2020
50.64%38.62%
2019
37.30%27.68%
2018
-3.20%-5.76%
2017
29.65%21.50%
2016
4.69%11.20%
2015
2.41%-2.41%
2014
-1.75%2.44%
2013
46.85%40.91%
2012
N/A13.15%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.90%N/AN/AN/A
20236.24%6.93%-6.83%10.98%
2022-15.97%-22.04%2.74%2.52%
20213.48%5.97%1.88%3.87%
2020-15.85%33.93%8.77%22.89%
201919.22%9.81%-3.97%9.22%
20184.15%7.64%9.36%-21.04%
20178.84%5.25%5.68%7.09%
2016-5.69%6.89%4.67%-0.79%
20157.52%3.65%-9.49%1.52%
2014-2.28%-2.21%-4.75%7.94%
201311.55%4.72%16.48%7.94%
2012-1.53%7.94%-3.52%N/A

Rank in category (by total return)

YTD13
1-month66
3-month43
1-year16
3-year31
5-year13

Load adjusted returns

1-year25.75%
3-year-0.53%
5-year12.31%
10-year12.37%