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OTFNX: Oppenheimer Transition 2015 N (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2011-2015 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/21/2006 |
| Last Dividend Date: | 12/30/2011 |
| 12-Mo. Yield | 1.80% |
| Expenses | 1.42% |
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Performance Analytics (As of 10/22/2012)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 12/21/2006 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.3 | 10.5 | 6.5 | -3.4 | -1.2 | 10.4 | -2.4 | 11.5 | 26.7 | -43.1 | 7.6 | 0.0 |
| Sharpe Ratio | NA | 1.02 | 0.52 | -0.19 | -0.11 | 1.57 | -0.17 | 0.88 | 1.3 | -1.41 | 0.36 | NA |
| Draw Down(%) | NA | 7.3 | 14.6 | 56.0 | 56.3 | 7.3 | 14.6 | 11.4 | 21.5 | 50.5 | 9.2 | NA |
| Standard Deviation(%) | NA | 10.2 | 12.3 | 19.4 | 18.5 | 8.2 | 14.2 | 13.0 | 20.4 | 31.2 | 12.6 | NA |
| Treynor Ratio | NA | 0.1 | 0.06 | -0.03 | -0.02 | 0.12 | -0.02 | 0.1 | 0.23 | -0.41 | 0.04 | NA |
| Alpha | NA | -0.01 | -0.01 | -0.02 | -0.02 | 0.0 | -0.02 | -0.01 | 0.01 | -0.1 | 0.0 | NA |
| Beta | NA | 1.08 | 1.13 | 1.12 | 1.12 | 1.08 | 1.09 | 1.19 | 1.18 | 1.08 | 1.14 | NA |
| RSquared | NA | 0.94 | 0.96 | 0.84 | 0.84 | 0.9 | 0.98 | 0.97 | 0.95 | 0.74 | 0.83 | NA |
| Yield(%) | N/A | 1.8 | 1.2 | 1.1 | N/A | 0.0 | 1.8 | 1.3 | 0.5 | 0.4 | 2.6 | 0.0 |
| Dividend Growth(%) | N/A | 47.5 | N/A | N/A | N/A | -100.0 | 47.5 | 230.0 | -34.8 | -82.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/21/2006
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See Target Date 2011-2015 Asset Class Trend Rankings |
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