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Oppenheimer Global I (OGLIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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107.80+1.31 (+1.23%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return17.25%
5-year average return11.31%
Number of years up9
Number of years down2
Best 1-yr total return (4 Jul 2024)36.79%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return36.79%
Worst 3-yr total return0.33%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOGLIXCategory
YTD14.14%9.95%
1-month2.84%2.98%
3-month2.68%8.22%
1-year24.54%40.81%
3-year2.70%19.17%
5-year10.97%18.49%
10-year9.59%11.83%
Last bull market31.03%21.12%
Last bear market-18.73%-20.34%

Annual total return (%) history

Year
OGLIXCategory
2024
N/AN/A
2023
34.48%N/A
2022
-31.89%N/A
2021
15.78%N/A
2020
28.10%32.67%
2019
32.09%30.40%
2018
-13.21%-7.79%
2017
36.79%30.22%
2016
0.59%2.42%
2015
4.34%1.26%
2014
2.49%2.65%
2013
27.37%26.44%
2012
N/A18.01%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.16%2.68%N/AN/A
202313.91%8.21%-4.70%14.49%
2022-16.06%-18.73%-9.34%10.13%
20211.00%10.65%0.37%3.22%
2020-21.73%25.61%10.88%17.51%
201916.97%4.05%-4.08%13.15%
2018-0.03%1.86%1.22%-15.80%
201710.53%8.70%6.18%7.22%
2016-6.40%-1.65%8.99%0.26%
20157.45%2.73%-10.58%5.70%
20140.76%3.92%-1.96%-0.16%
20137.22%0.75%9.54%7.63%
2012-8.06%7.80%7.42%N/A

Rank in category (by total return)

YTD28
1-month32
3-month39
1-year19
3-year46
5-year47

Load adjusted returns

1-year24.54%
3-year2.70%
5-year10.97%
10-year9.59%