(OMFS) Oppenheimer Russell - Performance 5.1% in 12m
Compare OMFS with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
47.98%
#27 in Group
Rel. Strength
52.36%
#3823 in Universe
Total Return 12m
5.09%
#6 in Group
Total Return 5y
90.80%
#12 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: OMFS (5.1%) vs SPY (9.5%)
5y Drawdown (Underwater) Chart
Top Performers in Small Blend
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| OUSM BATS O’Shares U.S. Small-Cap |
-4.51% | 2% | 93.9% | - | - | - | - | - |
| FSMD NYSE ARCA Fidelity Small-Mid Factor |
-4.39% | 4.16% | 96.4% | - | - | - | - | - |
| TPSC NYSE ARCA Timothy Plan US Small Cap |
-5.38% | 3.34% | 104% | - | - | - | - | - |
| SMLF NYSE ARCA iShares MSCI USA Small-Cap |
-6.55% | 1.53% | 98.5% | - | - | - | - | - |
| XMLV NYSE ARCA Invesco S&P MidCap Low |
-1.96% | 12.1% | 58.5% | - | - | - | - | - |
| FNDA NYSE ARCA Schwab Fundamental U.S. |
-7.11% | -2.23% | 102% | - | - | - | - | - |
| PSC NASDAQ Principal U.S. Small-Cap |
-4.95% | 0.82% | 107% | - | - | - | - | - |
| SMMV BATS iShares MSCI USA Small-Cap |
-1.73% | 14.3% | 59.6% | - | - | - | - | - |
Performance Comparison: OMFS vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for OMFS
| Total Return (including Dividends) | OMFS | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -3.43% | -4.77% | -4.77% |
| 3 Months | -9.10% | -9.81% | -9.81% |
| 12 Months | 5.09% | 9.54% | 9.54% |
| 5 Years | 90.80% | 104.83% | 104.83% |
| Trend Score (consistency of price movement) | OMFS | SPY | S&P 500 |
| 1 Month | -42.1% | -51.2% | -51.2% |
| 3 Months | -87.5% | -90.1% | -90.1% |
| 12 Months | 45.8% | 59.4% | 59.4% |
| 5 Years | 38.5% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #9 | 1.41% | 1.41% |
| 3 Month | #15 | 0.79% | 0.79% |
| 12 Month | #22 | -4.06% | -4.06% |
| 5 Years | #26 | -6.85% | -6.85% |
FAQs
Does OMFS Oppenheimer Russell outperforms the market?
No,
over the last 12 months OMFS made 5.09%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.54%.
Over the last 3 months OMFS made -9.10%, while SPY made -9.81%.
Over the last 3 months OMFS made -9.10%, while SPY made -9.81%.
Performance Comparison OMFS vs Indeces and Sectors
OMFS vs. Indices OMFS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.43% | 1.34% | 0.14% | -4.45% |
| US NASDAQ 100 | QQQ | -1.82% | 1.32% | -0.10% | -5.15% |
| US Dow Jones Industrial 30 | DIA | 0.96% | 2.28% | -0.24% | -0.90% |
| German DAX 40 | DAX | -0.75% | -0.02% | -18.3% | -16.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.58% | -0.34% | -0.17% | -4.50% |
| Hongkong Hang Seng | HSI | -1.08% | -0.22% | -2.78% | -10.4% |
| India NIFTY 50 | INDA | 0.59% | -6.54% | -2.57% | 1.02% |
| Brasil Bovespa | EWZ | -2.61% | -5.53% | -3.60% | 11.8% |
OMFS vs. Sectors OMFS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.53% | 1.56% | -8.93% | -12.2% |
| Consumer Discretionary | XLY | -1.28% | 1.55% | -2.30% | -7.34% |
| Consumer Staples | XLP | 4.42% | -5.51% | -5.32% | -4.43% |
| Energy | XLE | 2.14% | 7.67% | 1.71% | 16.5% |
| Financial | XLF | -0.01% | 0.36% | -8.02% | -14.1% |
| Health Care | XLV | 2.02% | 3.20% | 2.39% | 5.98% |
| Industrial | XLI | 0.45% | 0.49% | -0.69% | -2.16% |
| Materials | XLB | 0.34% | 0.38% | 6.21% | 9.04% |
| Real Estate | XLRE | 3.07% | -0.49% | 2.17% | -9.54% |
| Technology | XLK | -3.10% | 2.18% | 5.15% | 0.63% |
| Utilities | XLU | 2.55% | -3.79% | -2.52% | -16.1% |
| Aerospace & Defense | XAR | 0.32% | -2.81% | -11.2% | -20.5% |
| Biotech | XBI | -3.11% | 5.50% | 11.9% | 8.58% |
| Homebuilder | XHB | -0.43% | 2.40% | 14.9% | 12.5% |
| Retail | XRT | 0.47% | 0.40% | 3.86% | 9.15% |