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Oppenheimer Main Street R (OMGNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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56.49+0.30 (+0.53%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return18.30%
5-year average return12.37%
Number of years up17
Number of years down5
Best 1-yr total return (4 Jul 2024)31.60%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return31.60%
Worst 3-yr total return4.93%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOMGNXCategory
YTD16.17%5.31%
1-month3.24%-4.19%
3-month3.51%3.90%
1-year21.68%20.31%
3-year7.59%6.48%
5-year12.36%11.78%
10-year10.67%10.96%
Last bull market27.81%25.56%
Last bear market-16.77%-15.11%

Annual total return (%) history

Year
OMGNXCategory
2024
N/AN/A
2023
22.74%22.32%
2022
-20.38%-16.96%
2021
27.23%26.07%
2020
14.06%15.83%
2019
31.60%28.78%
2018
-8.12%-6.27%
2017
16.40%20.44%
2016
11.13%10.37%
2015
2.86%-1.07%
2014
10.20%10.96%
2013
31.19%31.50%
2012
16.26%14.96%
2011
-0.49%-1.27%
2010
15.49%14.01%
2009
28.45%28.17%
2008
-38.92%-37.79%
2007
3.94%6.16%
2006
14.56%14.17%
2005
5.40%5.88%
2004
8.97%10.02%
2003
26.43%27.05%
2002
-19.48%-22.25%
2001
N/A-13.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.23%3.51%N/AN/A
20237.16%9.35%-5.44%10.77%
2022-6.14%-16.77%-5.44%7.79%
20217.86%7.52%-0.10%9.81%
2020-20.20%18.60%9.38%10.18%
201914.51%5.74%0.77%7.86%
2018-3.21%3.16%6.78%-13.82%
20175.71%3.37%4.47%1.96%
20160.94%3.47%2.19%4.13%
20151.57%0.54%-5.61%6.72%
20140.98%4.92%0.85%3.14%
20138.32%2.52%6.97%10.44%
201215.06%-5.50%7.50%-0.53%
20112.66%-0.12%-12.75%11.23%
20105.04%-11.93%12.73%10.74%
2009-9.51%18.54%13.62%5.40%
2008-11.48%1.75%-12.69%-22.33%
20070.37%6.43%2.80%-5.35%
20064.93%-2.00%4.61%6.49%
2005-2.05%1.34%4.02%2.08%
20041.91%0.45%-2.07%8.70%
2003-3.45%13.92%2.92%11.68%
20021.14%-8.86%-16.53%4.64%
20014.45%-11.54%7.95%N/A

Rank in category (by total return)

YTD19
1-month39
3-month42
1-year59
3-year65
5-year72

Load adjusted returns

1-year21.68%
3-year7.59%
5-year12.36%
10-year10.67%