Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| QGRIX (Oppenheimer Global Allocation Fd Cl I) | 8.06% | 9.48% | 9.15% | 4.51% | 4.40% | NA | NA | 5.36% |
Data as of 07/23/2025, AR inception is 02/28/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QGRIX (Oppenheimer Global Allocation Fd Cl I) | 02/28/2012 | 07/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.87 | 9.48 | 9.15 | 4.51 | 4.40 | NA | NA | 5.36 | 8.06 | 6.03 | 16.10 | -17.55 | -1.13 | 14.94 | 17.49 | -9.35 | 15.28 | 5.34 | 0.80 | 0.59 | 18.33 | 1.97 |
| Sharpe Ratio | NA | 0.55 | 0.62 | 0.20 | 0.25 | NA | NA | 0.38 | 0.97 | -0.07 | 1.26 | -1.24 | -0.08 | 0.76 | 2.39 | -1.08 | 3.33 | 0.64 | 0.09 | 0.08 | 2.44 | 0.25 |
| Standard Deviation(%) | NA | 10.15 | 10.36 | 12.06 | 11.46 | NA | NA | 10.67 | 11.18 | 8.45 | 9.47 | 15.30 | 14.32 | 19.29 | 6.72 | 9.87 | 4.41 | 8.08 | 8.60 | 7.41 | 7.49 | 9.17 |
| Draw Down(%) | NA | 7.48 | 10.47 | 31.00 | 31.00 | NA | NA | 31.00 | 7.40 | 3.95 | 9.92 | 21.85 | 12.94 | 21.99 | 2.97 | 16.44 | 1.68 | 6.07 | 9.13 | 6.11 | 6.52 | 8.74 |
| Yield(%) | 0.00 | 1.24 | 3.29 | 2.44 | 2.82 | 2.72 | 2.04 | 3.14 | 0.00 | 1.31 | 3.02 | 4.86 | 2.60 | 0.00 | 0.67 | 8.28 | 0.61 | 3.99 | 2.21 | 1.56 | 2.83 | 1.33 |
Data as of 07/23/2025, AR inception is 02/28/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QGRIX (Oppenheimer Global Allocation Fd Cl I) |
-3.39%
Apr 2021 - Apr 2024 |
-0.64%
Sep 2017 - Sep 2022 |
2.65%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QGRIX (Oppenheimer Global Allocation Fd Cl I) |
12.83%
Oct 2018 - Oct 2021 |
9.54%
Feb 2016 - Feb 2021 |
5.76%
May 2012 - May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart