Find A Portfolio/Ticker
Comparison Box
OTTNX: Oppenheimer Transition 2010 N (MUTUAL FUND)
Basic Info
Asset Class: | Target Date 2000-2010 |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/21/2006 |
Last Dividend Date: | 12/30/2011 |
12-Mo. Yield | 1.92% |
Expenses | 1.48% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 10/22/2012)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 12/21/2006 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 9.3 | 6.4 | -3.4 | -1.4 | 9.1 | -1.1 | 11.1 | 23.4 | -41.5 | 6.7 | -0.1 |
Sharpe Ratio | NA | 1.15 | 0.64 | -0.21 | -0.13 | 1.74 | -0.1 | 1.03 | 1.24 | -1.49 | 0.33 | NA |
Draw Down(%) | NA | 5.7 | 11.8 | 54.1 | 54.6 | 5.7 | 11.8 | 9.3 | 21.0 | 48.9 | 7.9 | NA |
Standard Deviation(%) | NA | 8.0 | 9.9 | 17.4 | 16.5 | 6.5 | 11.2 | 10.7 | 18.8 | 28.4 | 11.0 | NA |
Treynor Ratio | NA | 0.08 | 0.06 | -0.03 | -0.02 | 0.1 | -0.01 | 0.09 | 0.18 | -0.36 | 0.03 | NA |
Alpha | NA | -0.01 | -0.01 | -0.04 | -0.03 | 0.0 | -0.02 | -0.01 | 0.0 | -0.1 | -0.01 | NA |
Beta | NA | 1.09 | 1.13 | 1.19 | 1.19 | 1.09 | 1.08 | 1.19 | 1.28 | 1.17 | 1.18 | NA |
RSquared | NA | 0.92 | 0.94 | 0.83 | 0.83 | 0.87 | 0.95 | 0.96 | 0.95 | 0.75 | 0.84 | NA |
Yield(%) | N/A | 1.9 | 1.5 | 1.2 | N/A | 0.0 | 1.9 | 1.7 | 0.8 | 0.4 | 2.8 | 0.0 |
Dividend Growth(%) | N/A | 63.8 | N/A | N/A | N/A | -100.0 | 24.2 | 169.6 | 15.0 | -85.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/21/2006
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2000-2010 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2000-2010
Best Mutual Funds
- TRRFX (T. ROWE PRICE RETIREMENT 2005 FUND T. ROWE PRICE RETIREMENT 2005 FUND) (100%)
- TRRAX (T. ROWE PRICE RETIREMENT 2010 FUND T. ROWE PRICE RETIREMENT 2010 FUND) (97%)
- SWBRX (SCHWAB TARGET 2010 FUND SCHWAB TARGET 2010 FUND) (95%)
- FFFCX (FIDELITY FREEDOM 2010 FUND FIDELITY FREEDOM 2010 FUND) (92%)
- TCLEX (TIAA-CREF LIFECYCLE 2010 FUND RETIREMENT CLASS) (90%)
- FFFVX (FIDELITY FREEDOM 2005 FUND FIDELITY FREEDOM 2005 FUND) (87%)
- FCIFX (FIDELITY ADVISOR FREEDOM 2010 FUND CLASS I) (85%)
- FFIVX (FIDELITY ADVISOR FREEDOM 2005 FUND CLASS I) (82%)
- JLAHX (RETIREMENT LIVING THROUGH 2010 PORTFOLIO CLASS R5) (79%)
- REATX (AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND CLASS R-5) (74%)