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QMARX: Oppenheimer Global Multi-Asset Income Fu (MUTUAL FUND)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/04/2014 |
Last Dividend Date: | 03/19/2020 |
12-Mo. Yield | 7.48% |
Expenses | 1.25% |
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Performance Analytics (As of 09/11/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -15.6 | -4.8 | -0.7 | -8.6 | -16.8 | 8.3 | -8.0 | 6.1 | 9.1 | -3.8 | -0.6 |
Sharpe Ratio | NA | -1.03 | -0.61 | -0.34 | -0.3 | -1.74 | 0.7 | -1.37 | 1.32 | 1.62 | -0.78 | -1.17 |
Draw Down(%) | NA | 34.3 | 34.3 | 34.3 | 34.3 | 30.5 | 7.1 | 13.1 | 2.6 | 4.6 | 7.8 | 3.2 |
Standard Deviation(%) | NA | 18.8 | 11.9 | 9.7 | 9.5 | 29.9 | 9.8 | 6.8 | 4.1 | 5.4 | 5.0 | 7.3 |
Treynor Ratio | NA | -0.48 | -0.19 | -0.09 | -0.08 | -1.28 | 0.21 | -0.26 | 0.2 | 0.29 | -0.14 | -0.21 |
Alpha | NA | -0.08 | -0.04 | -0.02 | -0.02 | -0.23 | -0.01 | -0.03 | 0.0 | 0.02 | -0.02 | -0.03 |
Beta | NA | 0.4 | 0.39 | 0.37 | 0.36 | 0.41 | 0.32 | 0.36 | 0.27 | 0.31 | 0.27 | 0.4 |
RSquared | NA | 0.48 | 0.51 | 0.52 | 0.52 | 0.61 | 0.17 | 0.82 | 0.21 | 0.59 | 0.71 | 0.85 |
Yield(%) | N/A | 6.2 | 4.7 | 4.5 | N/A | 1.3 | 6.2 | 4.6 | 3.8 | 4.9 | 4.3 | 0.3 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | -77.4 | 17.8 | 25.0 | -18.2 | 2.3 | 1333.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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