Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/17/2020.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|
| QMAAX (Oppenheimer Global Multi-Asset Income Fu) | NA | -13.83% | -4.15% | -1.29% | NA | NA | NA |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QMAAX (Oppenheimer Global Multi-Asset Income Fu) | 12/04/2014 | 04/17/2020 |
The return data shown below all have the same latest date: 04/17/2020.
AR inception is since 12/04/2014.
AR inception is since 12/04/2014.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.11 | -13.83 | -4.15 | -1.29 | NA | NA | NA | -0.98 | -19.16 | 8.53 | -7.59 | 6.30 | 9.40 | -3.48 | -0.61 |
| Sharpe Ratio | NA | -101.35 | -57.87 | -31.17 | NA | NA | NA | -26.82 | -174.23 | 70.11 | -130.96 | 137.59 | 171.84 | -70.85 | -111.23 |
| Standard Deviation(%) | NA | 19.01 | 11.97 | 9.81 | NA | NA | NA | 9.56 | 29.94 | 10.14 | 6.81 | 4.14 | 5.33 | 4.96 | 7.39 |
| Draw Down(%) | NA | 34.43 | 34.43 | 34.43 | NA | NA | NA | 34.43 | 30.48 | 7.26 | 12.82 | 2.55 | 4.51 | 7.56 | 3.20 |
| Yield(%) | 0.00 | 6.14 | 4.83 | 4.63 | 2.45 | 1.63 | 1.23 | 4.90 | 1.31 | 6.19 | 4.80 | 4.09 | 4.98 | 4.71 | 0.29 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QMAAX (Oppenheimer Global Multi-Asset Income Fu) |
-5.03%
Mar 2017 - Mar 2020 |
-1.76%
Mar 2015 - Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QMAAX (Oppenheimer Global Multi-Asset Income Fu) |
5.54%
Sep 2015 - Sep 2018 |
2.62%
Jan 2015 - Jan 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart