Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QMACX (Oppenheimer Global Multi-Asset Income) | NA | -14.57% | -4.97% | -2.11% | NA | NA | NA | … | … |
Data as of 04/17/2020, Common starting date is 12/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QMACX (Oppenheimer Global Multi-Asset Income) | 12/04/2014 | 04/17/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.11 | -14.57 | -4.97 | -2.11 | NA | NA | NA | … | … | -19.02 | 7.88 | -8.46 | 5.52 | 8.64 | -4.42 | -0.65 |
| Sharpe Ratio | NA | -1.05 | -0.65 | -0.39 | NA | NA | NA | … | … | -1.74 | 0.69 | -1.44 | 1.20 | 1.55 | -0.90 | -1.18 |
| Standard Deviation(%) | NA | 18.50 | 11.68 | 9.61 | NA | NA | NA | … | … | 29.75 | 9.32 | 6.78 | 4.11 | 5.42 | 4.93 | 7.38 |
| Draw Down(%) | NA | 33.99 | 33.99 | 33.99 | NA | NA | NA | … | … | 30.28 | 6.90 | 13.45 | 2.56 | 4.58 | 8.08 | 3.20 |
| Yield(%) | 0.00 | 5.37 | 4.07 | 3.90 | 2.06 | 1.37 | 1.03 | … | … | 1.11 | 5.38 | 4.02 | 3.33 | 4.26 | 3.86 | 0.25 |
Data as of 04/17/2020, Common starting date is 12/04/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QMACX (Oppenheimer Global Multi-Asset Income) |
-5.79%
Mar 2017 – Mar 2020 |
-2.54%
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 |
|---|---|---|---|---|
| QMACX (Oppenheimer Global Multi-Asset Income) |
4.68%
Sep 2015 – Sep 2018 |
1.78%
Jan 2015 – Jan 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart