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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Oppenheimer Global Equity Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
Oppenheimer Global Equity Fund
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Sep 28, 2016, OPP's average daily return is +0.02%, while the average monthly return is +0.33%. At this rate, your investment would double in approximately 17.5 years.
Historically, 57% of months were positive and 43% were negative. The best month was Nov 2023 with a return of +9.5%, while the worst month was Mar 2020 at -19.9%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 7 months.
On a daily basis, OPP closed higher 50% of trading days. The best single day was Mar 19, 2020 with a return of +9.8%, while the worst single day was Mar 18, 2020 at -15.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.14% | 1.14% | 1.29% | ||||||||||
| 2025 | 3.58% | 3.24% | -0.52% | -1.42% | 2.71% | 1.85% | 1.60% | 2.40% | -0.88% | -3.60% | -0.05% | 0.21% | 9.21% |
| 2024 | 2.04% | -1.07% | 5.86% | -3.03% | 4.12% | 2.95% | 3.50% | 2.15% | 2.62% | -3.17% | 0.52% | -1.08% | 16.04% |
| 2023 | 6.73% | -3.91% | -0.40% | -0.67% | -1.41% | 5.66% | 2.40% | -0.68% | -5.57% | -4.55% | 9.47% | 5.12% | 11.50% |
| 2022 | -0.76% | -2.70% | -6.13% | -6.45% | -1.89% | -0.93% | 5.69% | -6.26% | -11.19% | -0.46% | 5.92% | -6.12% | -28.22% |
| 2021 | 2.02% | 3.10% | 3.52% | 2.52% | 2.55% | 1.20% | 3.71% | -0.15% | -6.93% | 3.16% | 1.91% | -4.34% | 12.29% |
Benchmark Metrics
Oppenheimer Global Equity Fund has an annualized alpha of -0.72%, beta of 0.36, and R² of 0.17 versus S&P 500 Index. Calculated based on daily prices since September 29, 2016.
- This fund participated in 61.81% of S&P 500 Index downside but only 37.11% of its upside — more exposed to losses than it benefited from rallies.
- Beta of 0.36 may look defensive, but with R² of 0.17 this fund is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
- R² of 0.17 means this fund moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- -0.72%
- Beta
- 0.36
- R²
- 0.17
- Upside Capture
- 37.11%
- Downside Capture
- 61.81%
Return for Risk
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Oppenheimer Global Equity Fund (OPP) and compare them to a chosen benchmark (S&P 500 Index).
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
Explore OPP risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Oppenheimer Global Equity Fund provided a 11.88% dividend yield over the last twelve months, with an annual payout of $0.95 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.95 | $1.14 | $1.19 | $1.21 | $1.75 | $1.88 | $2.13 | $2.17 | $1.78 | $1.49 | $0.22 |
Dividend yield | 11.88% | 14.34% | 14.29% | 14.66% | 20.43% | 13.40% | 15.08% | 13.39% | 11.08% | 8.22% | 1.19% |
Monthly Dividends
The table displays the monthly dividend distributions for Oppenheimer Global Equity Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.09 | $0.00 | $0.09 | ||||||||||
| 2025 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $1.14 |
| 2024 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $1.19 |
| 2023 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $1.21 |
| 2022 | $0.15 | $0.15 | $0.15 | $0.15 | $0.15 | $0.15 | $0.15 | $0.15 | $0.15 | $0.15 | $0.15 | $0.15 | $1.75 |
| 2021 | $0.16 | $0.16 | $0.16 | $0.16 | $0.16 | $0.16 | $0.16 | $0.16 | $0.16 | $0.16 | $0.16 | $0.16 | $1.88 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Oppenheimer Global Equity Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Oppenheimer Global Equity Fund was 37.47%, occurring on Oct 26, 2023. The portfolio has not yet recovered.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -37.47% | Aug 11, 2021 | 557 | Oct 26, 2023 | — | — | — |
| -35% | Feb 20, 2020 | 20 | Mar 18, 2020 | 222 | Feb 3, 2021 | 242 |
| -12.91% | Oct 16, 2017 | 299 | Dec 21, 2018 | 68 | Apr 2, 2019 | 367 |
| -8.96% | Oct 4, 2016 | 35 | Nov 21, 2016 | 129 | May 30, 2017 | 164 |
| -6.96% | Oct 15, 2019 | 49 | Dec 23, 2019 | 32 | Feb 10, 2020 | 81 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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