Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| QVGIX (Oppenheimer Gbl Alloc Fd Cl A) | 7.85% | 9.05% | 8.74% | 4.10% | 3.91% | 4.94% | 3.65% | 6.19% |
Data as of 07/23/2025, AR inception is 12/27/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QVGIX (Oppenheimer Gbl Alloc Fd Cl A) | 12/27/1991 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.88 | 9.05 | 8.74 | 4.10 | 3.91 | 4.94 | 3.65 | 6.19 | 7.85 | 5.63 | 15.63 | -17.84 | -1.53 | 14.42 | 16.35 | -9.72 | 14.84 | 4.75 | 0.41 | 0.10 | 17.79 | 10.17 | -7.77 | 13.84 | 32.71 | -31.60 | -3.94 | 10.66 | 2.76 | 10.29 | 30.56 | -19.35 | 3.21 | 7.86 | 11.19 | 28.32 | 31.01 | 17.95 | 22.76 | -3.21 | -4.61 | 5.27 | 1.95 |
| Sharpe Ratio | NA | 0.52 | 0.58 | 0.17 | 0.21 | NA | NA | 0.32 | 0.93 | -0.11 | 1.21 | -1.26 | -0.11 | 0.73 | 2.23 | -1.13 | 3.26 | 0.56 | 0.04 | 0.01 | 2.37 | 1.14 | -0.47 | 1.05 | 1.30 | -1.10 | -0.55 | 0.79 | 0.07 | 1.05 | 2.31 | -0.95 | 0.08 | 0.29 | 0.68 | 1.94 | 2.06 | 1.37 | 2.18 | -0.74 | -0.39 | 0.39 | 158.58 |
| Standard Deviation(%) | NA | 10.17 | 10.37 | 12.08 | 11.46 | NA | NA | 13.25 | 11.22 | 8.48 | 9.47 | 15.27 | 14.38 | 19.31 | 6.69 | 9.84 | 4.38 | 8.05 | 8.59 | 7.40 | 7.49 | 8.95 | 16.47 | 13.08 | 25.01 | 29.56 | 12.56 | 9.34 | 8.59 | 8.88 | 12.92 | 21.51 | 11.16 | 13.04 | 11.71 | 12.88 | 13.31 | 10.45 | 8.68 | 8.30 | 17.20 | 7.38 | 6.57 |
| Draw Down(%) | NA | 7.58 | 10.49 | 31.28 | 31.28 | NA | NA | 51.49 | 7.44 | 3.98 | 10.00 | 22.06 | 13.05 | 22.06 | 2.97 | 16.77 | 1.68 | 6.18 | 9.28 | 6.21 | 6.57 | 8.74 | 15.81 | 11.18 | 23.05 | 42.85 | 13.39 | 8.32 | 7.32 | 6.56 | 11.71 | 33.61 | 12.27 | 9.31 | 9.97 | 12.15 | 9.75 | 8.74 | 6.68 | 9.23 | 14.95 | 3.80 | 0.00 |
| Yield(%) | 0.00 | 0.93 | 2.92 | 2.13 | 2.42 | 2.73 | 2.79 | 5.80 | 0.00 | 0.98 | 2.56 | 4.53 | 2.18 | 0.00 | 0.00 | 7.83 | 0.14 | 3.42 | 1.76 | 1.13 | 2.28 | 1.09 | 2.80 | 1.86 | 0.96 | 1.82 | 13.06 | 5.00 | 3.81 | 0.08 | 0.77 | 1.91 | 4.38 | 5.26 | 4.51 | 16.35 | 16.98 | 12.35 | 2.65 | 2.96 | 2.88 | 2.93 | 0.39 |
Data as of 07/23/2025, AR inception is 12/27/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QVGIX (Oppenheimer Gbl Alloc Fd Cl A) |
-14.10%
Feb 2006 - Feb 2009 |
-7.32%
Feb 2004 - Feb 2009 |
-0.99%
Feb 1999 - Feb 2009 |
1.61%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QVGIX (Oppenheimer Gbl Alloc Fd Cl A) |
28.44%
Jul 1996 - Jul 1999 |
22.04%
Dec 1994 - Dec 1999 |
13.34%
Dec 1994 - Dec 2004 |
9.77%
May 1992 - May 2007 |
Annualized Rolling Returns Comparison Chart