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OTDNX: Oppenheimer Transition 2025 N (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2021-2025 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/06/2008 |
| Last Dividend Date: | 12/30/2011 |
| 12-Mo. Yield | 1.25% |
| Expenses | 1.46% |
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Performance Analytics (As of 11/05/2012)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 03/06/2008 |
2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.2 | 9.0 | 7.3 | -0.1 | 11.5 | -5.7 | 12.9 | 34.0 | -37.4 |
| Sharpe Ratio | NA | 0.7 | 0.45 | -0.01 | 1.26 | -0.3 | 0.79 | 1.44 | -1.17 |
| Draw Down(%) | NA | 9.7 | 18.9 | 54.0 | 9.7 | 18.9 | 13.6 | 22.1 | 51.2 |
| Standard Deviation(%) | NA | 12.7 | 15.9 | 23.1 | 11.0 | 19.2 | 16.2 | 23.6 | 37.7 |
| Treynor Ratio | NA | 0.08 | 0.06 | 0.0 | 0.13 | -0.05 | 0.11 | 0.31 | -0.46 |
| Alpha | NA | -0.01 | -0.02 | -0.02 | 0.0 | -0.02 | -0.01 | 0.02 | -0.09 |
| Beta | NA | 1.09 | 1.12 | 1.03 | 1.1 | 1.1 | 1.16 | 1.08 | 0.95 |
| RSquared | NA | 0.93 | 0.96 | 0.84 | 0.91 | 0.97 | 0.98 | 0.95 | 0.73 |
| Yield(%) | N/A | 1.3 | 1.0 | N/A | 0.0 | 1.2 | 1.4 | 0.3 | 0.7 |
| Dividend Growth(%) | N/A | 27.6 | N/A | N/A | -100.0 | -4.3 | 625.0 | -76.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/06/2008
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2021-2025 Asset Class Trend Rankings |
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