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QMGAX: Oppenheimer Global Multi-Asset Growth Fu (MUTUAL FUND)
Basic Info 10.96 0(0.0%) March 28
Asset Class: | EQUITY |
MyPlanIQ Rating: | (55%) |
Start Date: | 09/01/2015 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 0.00% |
Expenses | 0.86% |
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Performance Analytics (As of 03/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 07/10/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.1 | 5.6 | 11.4 | 0.9 | 5.2 | 4.1 | -1.3 | -11.4 | -6.5 | 11.8 | 22.7 | -13.1 | 19.0 | 6.5 | 1.3 |
Sharpe Ratio | NA | 2.57 | 0.93 | -0.14 | 0.24 | 0.32 | -0.51 | -1.06 | -0.38 | 0.42 | 2.34 | -1.07 | 3.01 | 0.52 | 0.3 |
Draw Down(%) | NA | 2.8 | 9.2 | 18.4 | 29.9 | 29.9 | 9.2 | 18.4 | 16.2 | 29.9 | 5.3 | 22.6 | 2.1 | 9.4 | 6.2 |
Standard Deviation(%) | NA | 8.8 | 9.2 | 10.7 | 15.4 | 13.8 | 11.0 | 12.1 | 17.5 | 27.3 | 9.1 | 13.5 | 6.1 | 12.1 | 12.5 |
Treynor Ratio | NA | 0.44 | 0.16 | -0.04 | 0.06 | 0.07 | -0.12 | -0.39 | -0.09 | 0.16 | 0.32 | -0.19 | 0.26 | 0.08 | 0.05 |
Alpha | NA | 0.01 | -0.02 | -0.02 | -0.01 | -0.01 | -0.06 | -0.03 | -0.09 | -0.01 | 0.01 | -0.04 | 0.01 | -0.01 | -0.04 |
Beta | NA | 0.51 | 0.53 | 0.4 | 0.58 | 0.62 | 0.46 | 0.33 | 0.73 | 0.71 | 0.67 | 0.75 | 0.71 | 0.8 | 0.73 |
RSquared | NA | 0.47 | 0.49 | 0.45 | 0.67 | 0.71 | 0.32 | 0.45 | 0.35 | 0.84 | 0.86 | 0.89 | 0.66 | 0.81 | 0.88 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/10/2018
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