(OMFS) Oppenheimer Russell - Performance 7.7% in 12m
Compare OMFS with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
48.34%
#27 in Group
Rel. Strength
55.54%
#3538 in Universe
Total Return 12m
7.72%
#5 in Group
Total Return 5y
98.71%
#11 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 (7.7%) vs SPY (13.7%)
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 |
|---|---|---|---|---|---|---|---|---|
| CSF NASDAQ VictoryShares US Discovery |
- | - | - | - | - | - | - | - |
| OUSM BATS O’Shares U.S. Small-Cap |
-2.15% | 4.64% | 101% | - | - | - | - | - |
| XMLV NYSE ARCA Invesco S&P MidCap Low |
-1.86% | 13.6% | 66% | - | - | - | - | - |
| FSMD NYSE ARCA Fidelity Small-Mid Factor |
-1.01% | 6.93% | 104% | - | - | - | - | - |
| TPSC NYSE ARCA Timothy Plan US Small Cap |
-2.17% | 6.22% | 111% | - | - | - | - | - |
| SMLF NYSE ARCA iShares MSCI USA Small-Cap |
-0.99% | 5.29% | 109% | - | - | - | - | - |
| PSC NASDAQ Principal U.S. Small-Cap |
-0.34% | 4.64% | 117% | - | - | - | - | - |
| FNDA NYSE ARCA Schwab Fundamental U.S. |
-2.98% | 0.35% | 110% | - | - | - | - | - |
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 | -0.21% | 0.40% | 0.40% |
| 3 Months | -4.64% | -4.90% | -4.90% |
| 12 Months | 7.72% | 13.65% | 13.65% |
| 5 Years | 98.71% | 114.96% | 114.96% |
| Trend Score (consistency of price movement) | OMFS | SPY | S&P 500 |
| 1 Month | 82.1% | 74.8% | 74.8% |
| 3 Months | -78.2% | -84.7% | -84.7% |
| 12 Months | 39.4% | 53.5% | 53.5% |
| 5 Years | 38.2% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #12 | -0.60% | -0.60% |
| 3 Month | #18 | 0.27% | 0.27% |
| 12 Month | #20 | -5.22% | -5.22% |
| 5 Years | #23 | -6.70% | -6.70% |
FAQs
Does OMFS Oppenheimer Russell outperforms the market?
No,
over the last 12 months OMFS made 7.72%, while its related Sector, the SPDR SP500 Trust (SPY) made 13.65%.
Over the last 3 months OMFS made -4.64%, while SPY made -4.90%.
Over the last 3 months OMFS made -4.64%, while SPY made -4.90%.
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 | 1.12% | -0.61% | -1.98% | -5.93% |
| US NASDAQ 100 | QQQ | 0.61% | -2.87% | -2.77% | -7.49% |
| US Dow Jones Industrial 30 | DIA | 1.05% | 1.87% | -1.45% | -2.09% |
| German DAX 40 | DAX | 0.34% | -3.24% | -22.2% | -20.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.28% | 0.02% | 1.99% | 2.37% |
| Hongkong Hang Seng | HSI | 0.44% | -0.27% | -2.36% | -2.82% |
| India NIFTY 50 | INDA | 2.04% | -4.77% | -1.88% | 5.23% |
| Brasil Bovespa | EWZ | 3.38% | -3.96% | -3.95% | 15.5% |
OMFS vs. Sectors OMFS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.81% | -0.80% | -8.26% | -16.4% |
| Consumer Discretionary | XLY | 2.11% | 0.71% | -3.37% | -7.28% |
| Consumer Staples | XLP | 3.16% | -0.22% | -4.67% | -2.90% |
| Energy | XLE | 4.55% | 12.7% | 5.11% | 16.2% |
| Financial | XLF | 0.43% | 0.59% | -10.3% | -17.2% |
| Health Care | XLV | 3.70% | 3.79% | 2.94% | 7.52% |
| Industrial | XLI | -0.27% | -1.36% | -3.23% | -4.30% |
| Materials | XLB | 1.25% | 2.18% | 6.42% | 10.0% |
| Real Estate | XLRE | 0.60% | 0.15% | -0.56% | -10.4% |
| Technology | XLK | 0.15% | -3.59% | 0.98% | -2.97% |
| Utilities | XLU | 2.08% | -0.63% | -6.78% | -13.4% |
| Aerospace & Defense | XAR | -0.34% | -7.89% | -16.5% | -21.2% |
| Biotech | XBI | - | -3.82% | 14.0% | 13.1% |
| Homebuilder | XHB | 0.17% | 1.39% | 13.8% | 13.1% |
| Retail | XRT | 0.98% | 0.98% | 4.54% | 8.77% |