Oppenheimer Senior Competition

OOSIX Fund

USD 6.27 -0.01 -0.16%

The fund is listed under the Bank Loan category and is part of the OppenheimerFunds family. Oppenheimer Senior is often compared with Blrc Sgy, LIMITED TERM, VICTORY HIGH, Multisector Bond, and WESTCORE PLUS and additional peers. This provides context for comparative analysis. Peer comparison for Oppenheimer Senior provides quick context before deeper valuation work.

Correlation: Oppenheimer Senior vs WESTCORE PLUS Overview

Excellent diversification

For the present investment horizon, the measured correlation between OOSIX and WIIBX stands at -0.7, or Excellent diversification. The cleaner interpretation is to review correlation beside volatility, expected return, and the role each holding plays in the portfolio.

Moving against Oppenheimer Mutual Fund

0.76	OSPAX	Oppenheimer Steelpath Mlp	Pair Corr
0.76	OSPPX	Oppenheimer Steelpath Mlp	Pair Corr
0.76	OSPSX	Oppenheimer Steelpath Mlp	Pair Corr
0.76	MLPOX	Oppenheimer Steelpath Mlp	Pair Corr
0.76	MLPNX	Oppenheimer Steelpath Mlp	Pair Corr

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The mean reversion principle applied to Oppenheimer Senior's suggests that neither prolonged outperformance nor underperformance is permanent. Investors exploit this by positioning against extremes in price relative to fundamental value.

Hype

Prediction

Low	Estimated	High
6.10	6.27	6.44

Details

Intrinsic

Valuation

Low	Real	High
6.11	6.28	6.45

Details

Naive

Forecast

Low	Next	High
6.10	6.27	6.45

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
6.25	6.28	6.31

Details

Peer comparison enriches Oppenheimer Senior analysis by revealing how the company ranks against competitors on key metrics. This relative perspective often changes investment conclusions drawn from standalone fundamental analysis.

Oppenheimer Senior Competition Correlation Matrix

Correlation analysis between Oppenheimer Senior Floating and its competitors helps investors understand whether diversification is real or only superficial inside the same peer group. This matrix is most informative when investors want to know whether adding another peer would improve diversification, increase crowding, or leave total risk largely unchanged.

	QLMYIX	MDMTX	FWODX	LTEBX	GUHYX	MBSAX	WIIBX
QLMYIX		0.9	0.83	0.95	0.7	0.85	0.88	QLMYIX
MDMTX	0.9		0.89	0.96	0.69	0.78	0.92	MDMTX
FWODX	0.83	0.89		0.86	0.4	0.81	0.99	FWODX
LTEBX	0.95	0.96	0.86		0.71	0.76	0.9	LTEBX
GUHYX	0.7	0.69	0.4	0.71		0.52	0.48	GUHYX
MBSAX	0.85	0.78	0.81	0.76	0.52		0.84	MBSAX
WIIBX	0.88	0.92	0.99	0.9	0.48	0.84		WIIBX
	QLMYIX	MDMTX	FWODX	LTEBX	GUHYX	MBSAX	WIIBX

Risk-Adjusted Indicators

There is a big difference between Oppenheimer Mutual Fund performing well and Oppenheimer Senior Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Oppenheimer Senior's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
QLMYIX	0.10	0.01	0.33	0.11	0.00	-0.17	0.16	-0.16	0.48
MDMTX	0.09	0.00	0.19	0.10	0.07	-0.16	0.19	-0.29	0.96
FWODX	0.16	0.00	0.20	-0.21	0.16	-0.20	0.29	-0.29	0.97
LTEBX	0.07	0.01	0.32	0.39	0.00	-0.11	0.19	-0.13	0.64
GUHYX	0.12	0.00	0.20	0.03	0.09	-0.28	0.36	-0.18	1.09
MBSAX	0.21	-0.01	0.00	-0.13	0.00	0.00	0.43	-0.50	1.21
WIIBX	0.15	0.00	0.20	-0.12	0.15	-0.21	0.32	-0.32	1.06

Oppenheimer Senior Competitive Analysis

Better Than Average

Worse Than Peers

View Performance Chart

	OOSIX	QLMYIX	MDMTX	FWODX	LTEBX	GUHYX	MBSAX	WIIBX
	0.16 6.27 Oppenheimer	0.16 6.25 Legg	0.29 10.36 Blrc	0.29 10.25 Oklahoma	0.19 15.74 LIMITED	0.18 5.49 VICTORY	0.86 13.79 Multisector	0.32 9.39 WESTCORE
Market Volatility (90 Days Market Risk)	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low
Market Performance (90 Days Performance)	Weak	Balanced	Contained	Soft	Constructive	Contained	Weak	Mild
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Fair	Low	Fair	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Over Valued	Fairly Valued	Fairly Valued	Over Valued	Fairly Valued	Fairly Valued	Fairly Valued
Buy or Sell Analysis (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Strong Sell	Hold	Cautious Hold	Strong Sell	Cautious Hold	Cautious Hold	Cautious Hold
Net Asset	15.61 B	N/A	3.4 B	N/A	5.97 B	74.8 M	23.13 M	734.29 M
Minimum Initial Investment	N/A	N/A	N/A	N/A	N/A	N/A	N/A	250 K
Price To Book	0.98 X	N/A	N/A	N/A	N/A	1.21 X	N/A	N/A
Five Year Return	6.31 %	N/A	0.54 %	N/A	1.44 %	2.57 %	6.46 %	1.17 %
One Year Return	4.08 %	N/A	2.74 %	N/A	4.83 %	7.75 %	8.70 %	5.89 %
Last Dividend Paid	0.02	N/A	0.02	N/A	N/A	0.03	N/A	0.02
Price To Earning	8.05 X	N/A	N/A	N/A	N/A	11.70 X	N/A	N/A
Price To Sales	0.81 X	N/A	N/A	N/A	N/A	1.44 X	N/A	N/A
Cash Position Weight	5.67 %	N/A	2.84 %	N/A	2.06 %	1.73 %	41.91 %	0.75 %
Equity Positions Weight	3.39 %	N/A	N/A	N/A	N/A	0.39 %	N/A	N/A
Three Year Return	7.47 %	N/A	3.48 %	N/A	3.88 %	8.35 %	10.13 %	5.33 %
Annual Yield	0.08 %	N/A	0.0038 %	N/A	0.03 %	0.07 %	0.0025 %	0.04 %
Year To Date Return	0.35 %	N/A	0.80 %	N/A	0.99 %	0.28 %	1.33 %	1.03 %
Bond Positions Weight	51.76 %	N/A	8.73 %	N/A	0.03 %	8.14 %	58.09 %	98.32 %
Ten Year Return	2.92 %	N/A	3.81 %	N/A	2.64 %	6.26 %	N/A	4.35 %
Day Typical Price	6.27	6.25	10.36	10.25	15.74	5.49	13.79	9.39
Period Momentum Indicator	-0.01	-0.01	-0.03	-0.03	-0.03	-0.01	-0.12	-0.03
Rate Of Daily Change	1.0	1.0	1.0	1.0	1.0	1.0	0.99	1.0
Day Median Price	6.27	6.25	10.36	10.25	15.74	5.49	13.79	9.39
Price Action Indicator	-0.01	-0.01	-0.01	-0.01	-0.01	-0.01	-0.06	-0.01
Relative Strength Index	44.2	50.23	45.1	44.31	51.52	51.55	43.54	42.82
Coefficient Of Variation	-1,392	717.4	1243.11	4250.03	515.66	2273.81	-2,340	3004.01
Mean Deviation	0.0989	0.0961	0.0892	0.1585	0.0651	0.1233	0.2063	0.1497
Jensen Alpha	-0.02	0.0104	0.0028	-0.0041	0.0106	-0.0036	-0.01	-0.002
Total Risk Alpha	-0.01	0.0145	0.0107	0.0064	0.0154	0.0101	-0.01	0.0087
Sortino Ratio	N/A	0.3316	0.191	0.2024	0.3222	0.1996	N/A	0.1961
Downside Variance	N/A	0.0274	0.0675	0.0439	0.0315	0.0537	N/A	0.0513
Standard Deviation	0.1657	0.123	0.1473	0.1969	0.1002	0.1929	0.2731	0.2002
Kurtosis	4.49	-0.80	4.4	-0.29	4.35	2.81	0.8772	0.4933
Potential Upside	0.3175	0.1621	0.1936	0.2938	0.1919	0.3643	0.4258	0.3205
Treynor Ratio	3.91	0.1061	0.0965	-0.21	0.3928	0.0347	-0.13	-0.12
Maximum Drawdown	0.9549	0.4808	0.9611	0.9653	0.6356	1.09	1.21	1.06
Variance	0.0274	0.0151	0.0217	0.0388	0.01	0.0372	0.0746	0.0401
Market Risk Adjusted Performance	3.92	0.1161	0.1065	-0.20	0.4028	0.0447	-0.12	-0.11
Risk Adjusted Performance	-0.1	0.0562	0.02	-0.01	0.0849	0.0038	-0.05	-0.0033
Skewness	1.5	0.0297	-0.84	0.0354	-0.69	1.04	-0.69	-0.05
Semi Deviation	N/A	0.0	0.0662	0.1626	0.0	0.0924	N/A	0.1524
Information Ratio	0.1562	0.4465	0.3368	0.2154	0.5709	0.2397	0.0956	0.2219
Value At Risk	-0.16	-0.16	-0.29	-0.29	-0.13	-0.18	-0.50	-0.32
Expected Short fall	N/A	-0.17	-0.16	-0.20	-0.11	-0.28	N/A	-0.21
Downside Deviation	N/A	0.1656	0.2598	0.2095	0.1775	0.2317	N/A	0.2265
Semi Variance	N/A	-0.01	0.0044	0.0264	-0.01	0.0085	N/A	0.0232

Peer Performance Charts

How to Analyze Oppenheimer Senior Against Peers

Oppenheimer Senior's peer analysis compares Oppenheimer Senior with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:

Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
Check valuation dispersion: Review whether Oppenheimer Senior trades at a premium or discount versus peers and why.
Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
Document the thesis: Record where Oppenheimer Senior leads or lags and what catalysts could close or widen the gap.

Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

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Oppenheimer Senior Competition

Correlation: Oppenheimer Senior vs WESTCORE PLUS Overview

Excellent diversification

Moving against Oppenheimer Mutual Fund

Specify up to 10 symbols:

Oppenheimer Senior Competition Correlation Matrix

Risk-Adjusted Indicators

Oppenheimer Senior Competitive Analysis

Peer Performance Charts

How to Analyze Oppenheimer Senior Against Peers

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