Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
QMAYX (Oppenheimer Global Multi-Asset Income Fu) NA -13.62% -3.96% -1.11% 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
QMAYX (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 -13.62 -3.96 -1.11 NA NA NA -19.22 8.69 -7.41 6.61 9.49 -3.41 -0.59
Sharpe Ratio NA -1.01 -0.57 -0.30 NA NA NA -1.75 0.70 -1.29 1.45 1.71 -0.70 -1.08
Standard Deviation(%) NA 19.13 12.03 9.87 NA NA NA 29.87 10.43 6.78 4.15 5.42 4.94 7.39
Draw Down(%) NA 34.56 34.56 34.56 NA NA NA 30.53 7.37 12.65 2.55 4.50 7.48 3.20
Yield(%) 0.00 6.37 5.03 4.80 2.54 1.69 1.27 1.37 6.41 4.99 4.28 5.18 4.78 0.31
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
QMAYX (Oppenheimer Global Multi-Asset Income Fu) -4.84%
Mar 2017 – Mar 2020
-1.57%
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
QMAYX (Oppenheimer Global Multi-Asset Income Fu) 5.73%
Sep 2015 – Sep 2018
2.79%
Jan 2015 – Jan 2020
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return