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QMGRX: Oppenheimer Global Multi-Asset Growth Fu (MUTUAL FUND)
Basic Info 10.81 0.01(0.09%) 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 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.2 | 5.5 | 11.2 | 0.6 | 4.9 | 3.5 | -1.3 | -11.7 | -6.6 | 11.5 | 20.1 | -13.3 | 18.6 | 6.2 | 1.3 |
Sharpe Ratio | NA | 2.49 | 0.91 | -0.16 | 0.22 | 0.28 | -0.51 | -1.09 | -0.38 | 0.41 | 2.04 | -1.08 | 2.96 | 0.49 | 0.33 |
Draw Down(%) | NA | 2.8 | 9.3 | 18.6 | 29.8 | 29.9 | 9.3 | 18.6 | 16.3 | 29.8 | 5.4 | 22.8 | 2.2 | 9.5 | 6.2 |
Standard Deviation(%) | NA | 8.7 | 9.1 | 10.7 | 15.5 | 13.8 | 10.9 | 12.1 | 17.3 | 27.2 | 9.1 | 13.5 | 6.1 | 12.1 | 12.3 |
Treynor Ratio | NA | 0.43 | 0.16 | -0.04 | 0.06 | 0.06 | -0.12 | -0.4 | -0.09 | 0.16 | 0.28 | -0.19 | 0.26 | 0.07 | 0.06 |
Alpha | NA | 0.01 | -0.02 | -0.02 | -0.01 | -0.01 | -0.06 | -0.03 | -0.09 | -0.01 | 0.0 | -0.04 | 0.01 | -0.01 | -0.04 |
Beta | NA | 0.51 | 0.53 | 0.4 | 0.58 | 0.62 | 0.45 | 0.33 | 0.73 | 0.71 | 0.68 | 0.75 | 0.71 | 0.8 | 0.72 |
RSquared | NA | 0.47 | 0.49 | 0.45 | 0.67 | 0.71 | 0.32 | 0.45 | 0.36 | 0.85 | 0.88 | 0.89 | 0.66 | 0.81 | 0.88 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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