It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
OAANX: Oppenheimer Active Allctn Fd Cl N Shs (MUTUAL FUND)
Basic Info 16 0.43(2.62%) June 05
| Asset Class: | Aggressive Allocation |
| MyPlanIQ Rating: | (38%) |
| Start Date: | 04/08/2005 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 5.25% |
| Expenses | 1.72% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.0 | 8.3 | 19.4 | 13.5 | 3.4 | 5.8 | 5.6 | 4.4 | 4.9 | 15.2 | 9.5 | 13.3 | -22.1 | 6.7 | 0.7 | 23.0 | -9.9 | 19.0 | 4.1 | -1.4 | 3.2 | 22.4 | 13.0 | -5.4 | 14.7 | 27.1 | -40.7 | 5.3 | 13.8 | 8.8 |
| Sharpe Ratio | NA | 1.96 | 1.9 | 1.0 | 0.1 | 0.31 | NA | NA | 0.24 | 0.93 | 0.59 | 0.98 | -1.33 | 0.55 | 0.02 | 2.34 | -0.93 | 3.36 | 0.34 | -0.13 | 0.34 | 2.19 | 1.34 | -0.31 | 1.04 | 1.25 | -1.32 | 0.17 | 1.16 | 1.44 |
| Draw Down(%) | NA | 7.9 | 7.9 | 13.3 | 31.4 | 31.4 | NA | NA | 55.1 | 13.3 | 5.8 | 10.2 | 25.7 | 9.5 | 31.2 | 5.3 | 18.1 | 1.5 | 10.2 | 11.3 | 7.7 | 6.5 | 8.8 | 17.5 | 10.7 | 22.1 | 48.8 | 9.4 | 8.8 | 4.4 |
| Standard Deviation(%) | NA | 12.7 | 10.6 | 11.5 | 12.9 | 14.1 | NA | NA | 14.9 | 13.3 | 9.9 | 9.9 | 17.8 | 12.2 | 27.7 | 9.2 | 12.2 | 5.5 | 11.4 | 11.2 | 9.2 | 10.2 | 9.7 | 17.4 | 14.1 | 21.5 | 31.5 | 12.5 | 8.9 | 6.8 |
| Treynor Ratio | NA | 0.19 | 0.16 | 0.1 | 0.01 | 0.04 | NA | NA | 0.03 | 0.11 | 0.05 | 0.09 | -0.22 | 0.06 | 0.01 | 0.17 | -0.09 | 0.15 | 0.03 | -0.01 | 0.03 | 0.18 | 0.11 | -0.04 | 0.11 | 0.21 | -0.36 | 0.02 | 0.08 | 0.1 |
| Alpha | NA | 0.01 | -0.01 | -0.01 | -0.02 | -0.01 | NA | NA | -0.01 | 0.0 | -0.02 | -0.02 | -0.02 | -0.03 | -0.04 | -0.01 | -0.03 | 0.01 | -0.03 | -0.01 | -0.03 | 0.0 | 0.0 | -0.04 | -0.01 | 0.01 | -0.08 | -0.01 | 0.0 | 0.01 |
| Beta | NA | 1.33 | 1.3 | 1.15 | 1.1 | 1.06 | NA | NA | 1.15 | 1.14 | 1.12 | 1.04 | 1.06 | 1.14 | 0.91 | 1.23 | 1.2 | 1.26 | 1.39 | 1.24 | 1.21 | 1.23 | 1.24 | 1.25 | 1.3 | 1.26 | 1.17 | 1.3 | 1.27 | 0.95 |
| RSquared | NA | 0.93 | 0.94 | 0.94 | 0.88 | 0.72 | NA | NA | 0.79 | 0.97 | 0.92 | 0.9 | 0.91 | 0.6 | 0.48 | 0.91 | 0.92 | 0.85 | 0.91 | 0.92 | 0.77 | 0.68 | 0.88 | 0.95 | 0.95 | 0.94 | 0.76 | 0.9 | 0.89 | 0.81 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 5.4 | 5.8 | 3.2 | 0.9 | 1.9 | 0.6 | 9.7 | 1.4 | 1.0 | 0.8 | 1.2 | 0.8 | 1.4 | 1.4 | 1.9 | 1.1 | 1.1 | 3.1 | 4.9 | 2.5 | 2.2 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -2.3 | 98.7 | 181.3 | -52.1 | 194.7 | -92.4 | 509.7 | 58.3 | 44.9 | -40.7 | 70.5 | -34.8 | 5.5 | -30.4 | 93.7 | 25.0 | -79.0 | -37.0 | 111.4 | 24.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/06/2005
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Aggressive Allocation Asset Class Trend Rankings |
Top Rated Funds in Aggressive Allocation
Best Mutual Funds
- RPFCX (DAVIS APPRECIATION & INCOME FUND CLASS A) (97%)
- NOIEX (NORTHERN INCOME EQUITY FUND NORTHERN INCOME EQUITY FUND) (96%)
- AAAIX (STRATEGIC ALLOCATION: AGGRESSIVE FUND I CLASS) (95%)
- TWSAX (STRATEGIC ALLOCATION: AGGRESSIVE FUND INVESTOR CLASS) (94%)
- AOGIX (ONE CHOICE PORTFOLIO: AGGRESSIVE INVESTOR CLASS) (94%)
- ICSIX (DYNAMIC U.S. OPPORTUNITY FUND DYNAMIC U.S. OPPORTUNITY FUND CLASS I) (93%)
- EXHAX (PRO-BLEND(R) MAXIMUM TERM SERIES PRO-BLEND(R) MAXIMUM TERM SERIES CLASS S) (93%)
- EKBYX (WELLS FARGO DIVERSIFIED CAPITAL BUILDER FUND INSTITUTIONAL CLASS) (92%)
- MGDIX (MAINSTAY MODERATE GROWTH ALLOCATION FUND CLASS I) (92%)
- GMIAX (NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND CLASS R6) (91%)
Best ETFs
* Day change on 06/05/2026.Best Closed End Funds
- GLV (Clough Global Allocation Fund) 2.16% (100%)
- GLO (Clough Global Opportunities Fund) 2.64% (99%)
- GCV (Gabelli Convertible and Income Securities Mutual Fund) 1.91% (99%)
- SCD (LMP Capital And Income Closed Fund) 1.15% (98%)
- NIE (AllianzGI Equity & Convertible Income Closed Fund) 2.62% (98%)
Latest Articles Related to OAANX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
