Performance analysis of Oppenheimer (OPY)
Annual Return
Over the past 3 years, OPY has had an average annual return of +39.56%, outperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, OPY has had an average annual return of +22.49%, outperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, OPY has had an average annual return of +24.05%, outperforming the benchmark SPY, which returned +14.91% annual.
Since Nov 1, 1999, OPY has had an average annual return of +9.70%, outperforming the benchmark SPY, which returned +8.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +50.32% | +15.57% | +57.29% | -0.89% | -7.21% | +52.68% | +20.40% | +9.38% | -3.25% | +47.70% | +10.29% | -23.63% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -4.43% | +46.88% | +10.35% | -37.30% | -19.76% | +164.48% | -69.01% | +28.09% | +69.61% | -20.37% | -23.63% | +35.98% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -9.38% | +19.16% | +64.04% | -3.91% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +16.24% | +2.90% | +3.36% | +28.36% | -19.76% | +15.13% | +2.53% | +50.32% | |||||
| 2025 | +7.38% | -3.83% | -9.65% | -1.04% | +10.97% | +0.74% | +15.27% | -4.03% | +1.85% | -5.61% | -2.22% | +7.69% | +15.57% |
| 2024 | -9.53% | +2.86% | +4.23% | +0.32% | +14.46% | +4.88% | +7.33% | +2.87% | -2.92% | +10.30% | +9.68% | +3.86% | +57.29% |
| 2023 | +12.47% | -7.09% | -11.21% | -4.50% | +5.30% | +2.47% | -5.15% | +0.36% | +0.55% | -8.46% | +13.97% | +3.79% | -0.89% |
| 2022 | -8.58% | +2.24% | +0.90% | -26.07% | +11.36% | -7.48% | +1.66% | +8.51% | -14.66% | +11.10% | +21.53% | +1.61% | -7.21% |
| 2021 | +10.31% | +9.67% | +5.67% | +27.76% | -2.10% | +1.74% | -11.58% | +3.99% | -2.79% | +14.93% | -5.51% | -3.30% | +52.68% |
| 2020 | +0.25% | -13.48% | -16.73% | +4.15% | +3.60% | +2.88% | -2.75% | +15.83% | -8.64% | +12.28% | +18.18% | +9.97% | +20.40% |
| 2019 | +5.40% | +5.21% | -7.80% | +0.89% | -5.74% | +10.47% | +7.06% | -4.32% | +8.29% | -9.52% | +5.27% | -3.61% | +9.38% |
| 2018 | +2.61% | -3.05% | -3.01% | +4.27% | +5.24% | -0.53% | +5.53% | +5.93% | +1.28% | -2.66% | -6.99% | -10.38% | -3.25% |
| 2017 | -8.07% | -2.27% | +3.02% | +1.17% | -9.24% | +5.14% | -3.97% | +3.88% | +6.76% | +25.36% | +24.49% | -0.56% | +47.70% |
Drawdown analysis of Oppenheimer (OPY)
The maximum drawdown for the OPY was -87.49%, occurring on Mar 9, 2009. Recovery took 3020 trading sessions.
The current OPY drawdown is -9.09%.
Since Nov 1, 1999 OPY has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 3 times
- 30% or more: 4 times
- 20% or more: 6 times
- 10% or more: 14 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -87.49% | Jul 11, 2007 | 418 | Mar 9, 2009 | 3020 | Mar 8, 2021 | 3438 |
| -45.71% | Jun 16, 2021 | 333 | Oct 11, 2022 | 440 | Jul 15, 2024 | 773 |
| -45.62% | Dec 5, 2003 | 476 | Oct 26, 2005 | 251 | Oct 25, 2006 | 727 |
| -31.05% | Jun 6, 2001 | 336 | Oct 10, 2002 | 158 | May 29, 2003 | 494 |
| -29.42% | Jan 24, 2025 | 51 | Apr 8, 2025 | 71 | Jul 22, 2025 | 122 |
| -21.22% | Apr 22, 2026 | 25 | May 28, 2026 | 28 | Jul 9, 2026 | 53 |
| -19.35% | Sep 18, 2025 | 43 | Nov 18, 2025 | 39 | Jan 15, 2026 | 82 |
| -17.56% | Jul 25, 2024 | 54 | Oct 10, 2024 | 16 | Nov 1, 2024 | 70 |
| -14.56% | Oct 31, 2006 | 31 | Dec 14, 2006 | 19 | Jan 16, 2007 | 50 |
| -13.70% | Jan 19, 2007 | 47 | Mar 28, 2007 | 10 | Apr 12, 2007 | 57 |
| -12.76% | Jun 2, 2003 | 36 | Jul 23, 2003 | 50 | Oct 2, 2003 | 86 |
| -12.61% | Sep 14, 2000 | 25 | Oct 19, 2000 | 27 | Nov 28, 2000 | 52 |
| -11.16% | Feb 9, 2026 | 23 | Mar 13, 2026 | 16 | Apr 7, 2026 | 39 |
| -10.34% | Feb 15, 2001 | 9 | Mar 1, 2001 | 12 | Mar 19, 2001 | 21 |
| -9.56% | Mar 19, 2001 | 30 | May 1, 2001 | 7 | May 10, 2001 | 37 |
| -9.29% | Dec 3, 2024 | 11 | Dec 18, 2024 | 18 | Jan 16, 2025 | 29 |
| -9.09% | Jul 15, 2026 | 3 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -9.05% | Mar 18, 2021 | 7 | Mar 29, 2021 | 10 | Apr 13, 2021 | 17 |
| -8.54% | May 16, 2000 | 8 | May 26, 2000 | 23 | Jun 29, 2000 | 31 |
| -8.39% | Jan 16, 2026 | 7 | Jan 28, 2026 | 2 | Jan 30, 2026 | 9 |
| -7.86% | Jul 31, 2025 | 14 | Aug 20, 2025 | 15 | Sep 11, 2025 | 29 |
| -7.51% | Nov 1, 1999 | 22 | Dec 2, 1999 | 39 | Jan 28, 2000 | 61 |
| -7.09% | Apr 30, 2021 | 8 | May 12, 2021 | 13 | Jun 1, 2021 | 21 |
| -6.60% | Dec 29, 2000 | 9 | Jan 12, 2001 | 15 | Feb 5, 2001 | 24 |
| -6.59% | Feb 29, 2000 | 6 | Mar 8, 2000 | 19 | Apr 4, 2000 | 25 |