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QOPYX: Oppenheimer Flexible Strategies Y (MUTUAL FUND)
Basic Info 25.88 0.05(0.19%) May 20
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 03/05/1998 |
| Last Dividend Date: | 12/16/2021 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.53% |
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Performance Analytics (As of 05/20/2022)
| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.3 | -5.4 | -4.4 | 0.6 | 0.7 | 2.6 | 1.8 | 3.1 | -0.4 | 1.7 | 6.8 | -1.8 | 1.5 | 1.5 | 2.2 | 4.8 | 9.2 | 4.2 | -6.0 | 8.4 | 16.6 | -20.1 | 12.5 | 11.4 | 2.0 | 9.6 | 22.1 | -17.3 | -4.3 | 10.2 | 9.7 | 8.2 | -3.2 |
| SR | NA | -3.24 | -1.4 | 0.04 | 0.0 | 0.57 | NA | 0.19 | -0.09 | 0.24 | 1.83 | -0.71 | 0.35 | 0.43 | 0.53 | 1.21 | 2.79 | 1.39 | -0.62 | 0.9 | 1.44 | -1.04 | 1.03 | 1.25 | -0.02 | 0.83 | 1.87 | -1.14 | -0.56 | 0.46 | 0.47 | 0.28 | -2.24 |
| DD(%) | NA | 5.7 | 6.4 | 9.7 | 9.7 | 9.7 | NA | 30.3 | 4.2 | 9.7 | 1.8 | 6.5 | 1.8 | 1.9 | 2.5 | 3.4 | 1.9 | 2.1 | 12.0 | 9.4 | 8.9 | 29.4 | 6.2 | 5.8 | 4.4 | 7.4 | 10.7 | 24.9 | 15.4 | 12.3 | 8.6 | 19.9 | 6.0 |
| SD(%) | NA | 4.2 | 3.2 | 4.4 | 4.1 | 3.8 | NA | 9.9 | 4.1 | 6.2 | 2.9 | 4.5 | 2.5 | 3.0 | 4.1 | 3.9 | 3.3 | 3.0 | 9.8 | 9.2 | 11.5 | 20.1 | 9.2 | 6.5 | 6.9 | 10.5 | 11.5 | 16.2 | 12.0 | 13.6 | 13.9 | 17.7 | 21.2 |
| TR | NA | -0.55 | -0.19 | 0.01 | 0.0 | 0.08 | NA | 0.03 | -0.01 | 0.07 | 14.5 | -0.11 | 0.02 | 0.07 | 0.06 | 0.1 | 0.26 | 0.12 | -0.1 | 0.1 | 0.26 | -0.26 | 0.11 | 0.1 | 0.0 | 0.06 | 0.19 | -0.17 | -0.08 | 0.12 | 0.06 | 0.04 | -0.54 |
| Alpha(%) | NA | -0.02 | -0.01 | -0.01 | -0.01 | 0.0 | NA | -0.01 | -0.02 | -0.01 | 0.02 | -0.01 | -0.02 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | -0.03 | -0.01 | 0.01 | -0.01 | 0.02 | 0.01 | -0.01 | -0.01 | 0.0 | -0.03 | -0.01 | 0.04 | 0.0 | -0.03 | -0.15 |
| Beta(%) | NA | 0.25 | 0.24 | 0.23 | 0.26 | 0.28 | NA | 0.67 | 0.29 | 0.23 | 0.0 | 0.28 | 0.4 | 0.17 | 0.39 | 0.48 | 0.35 | 0.34 | 0.61 | 0.82 | 0.64 | 0.8 | 0.88 | 0.83 | 0.97 | 1.38 | 1.15 | 1.09 | 0.85 | 0.52 | 1.06 | 1.29 | 0.88 |
| RS | NA | 0.81 | 0.72 | 0.59 | 0.57 | 0.54 | NA | 0.61 | 0.35 | 0.58 | 0.0 | 0.51 | 0.4 | 0.21 | 0.71 | 0.66 | 0.54 | 0.69 | 0.72 | 0.9 | 0.85 | 0.86 | 0.78 | 0.72 | 0.84 | 0.84 | 0.9 | 0.88 | 0.78 | 0.29 | 0.71 | 0.72 | 0.35 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/05/1998
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See Moderate Allocation Asset Class Trend Rankings |
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Best ETFs
* Day change on 05/20/2022.Best Closed End Funds
- ERH (Wells Fargo Advantage Util & High In) 0.49% (100%)
- HTD (JHancock Tax-Advantaged Dividend Inc) 0.17% (100%)
- ZTR (Zweig Total Return Common) 1.23% (100%)
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