Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QMAIX (Oppenheimer Global Multi-Asset Income Fu) | NA | -13.72% | -3.99% | -1.09% | 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 |
|---|---|---|
| QMAIX (Oppenheimer Global Multi-Asset Income Fu) | 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 | -13.72 | -3.99 | -1.09 | NA | NA | NA | … | … | -16.69 | 8.74 | -7.58 | 6.66 | 9.64 | -3.31 | -0.57 |
| Sharpe Ratio | NA | -1.01 | -0.57 | -0.29 | NA | NA | NA | … | … | -1.75 | 0.71 | -1.32 | 1.47 | 1.77 | -0.67 | -1.05 |
| Standard Deviation(%) | NA | 19.13 | 12.01 | 9.85 | NA | NA | NA | … | … | 29.96 | 10.34 | 6.74 | 4.11 | 5.30 | 4.96 | 7.36 |
| Draw Down(%) | NA | 34.68 | 34.68 | 34.68 | NA | NA | NA | … | … | 30.56 | 7.49 | 12.70 | 2.55 | 4.50 | 7.44 | 3.20 |
| Yield(%) | 0.00 | 6.39 | 5.06 | 4.84 | 2.57 | 1.71 | 1.28 | … | … | 1.38 | 6.46 | 5.02 | 4.32 | 5.21 | 4.89 | 0.33 |
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 |
|---|---|---|---|---|
| QMAIX (Oppenheimer Global Multi-Asset Income Fu) |
-4.84%
Mar 2017 – Mar 2020 |
-1.56%
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 |
|---|---|---|---|---|
| QMAIX (Oppenheimer Global Multi-Asset Income Fu) |
5.77%
Sep 2015 – Sep 2018 |
2.82%
Jan 2015 – Jan 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart