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QMGCX: Oppenheimer Global Multi-Asset Growth Fu (MUTUAL FUND)
Basic Info 10.1 0(0.0%) April 18
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 04/12/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -3.2 | 1.4 | 1.4 | -2.1 | 3.1 | 2.2 | -1.4 | -12.1 | -6.8 | 11.0 | 18.5 | -13.7 | 18.1 | 5.5 | 1.2 |
Sharpe Ratio | NA | 0.84 | 0.04 | -0.32 | 0.12 | 0.22 | -0.53 | -1.12 | -0.4 | 0.39 | 1.88 | -1.11 | 2.84 | 0.44 | 0.29 |
Draw Down(%) | NA | 2.8 | 9.3 | 19.1 | 30.0 | 31.2 | 9.3 | 18.9 | 16.5 | 30.0 | 5.4 | 23.2 | 2.3 | 9.5 | 6.2 |
Standard Deviation(%) | NA | 8.9 | 9.2 | 10.6 | 15.5 | 13.8 | 10.7 | 12.1 | 17.2 | 27.2 | 9.1 | 13.5 | 6.2 | 12.2 | 12.5 |
Treynor Ratio | NA | 0.14 | 0.01 | -0.08 | 0.03 | 0.05 | -0.13 | -0.42 | -0.09 | 0.15 | 0.25 | -0.2 | 0.25 | 0.07 | 0.05 |
Alpha | NA | -0.02 | -0.04 | -0.02 | -0.02 | -0.02 | -0.06 | -0.03 | -0.09 | -0.01 | -0.01 | -0.05 | 0.01 | -0.02 | -0.04 |
Beta | NA | 0.54 | 0.55 | 0.39 | 0.58 | 0.62 | 0.45 | 0.33 | 0.73 | 0.71 | 0.67 | 0.75 | 0.71 | 0.81 | 0.73 |
RSquared | NA | 0.52 | 0.52 | 0.45 | 0.67 | 0.71 | 0.34 | 0.45 | 0.36 | 0.84 | 0.87 | 0.9 | 0.66 | 0.81 | 0.88 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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