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OTHNX: Oppenheimer Transition 2030 N (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/21/2006 |
| Last Dividend Date: | 12/30/2011 |
| 12-Mo. Yield | 1.07% |
| Expenses | 1.46% |
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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(%) | 1.3 | 12.6 | 7.0 | -2.5 | -0.1 | 14.1 | -6.6 | 13.3 | 36.1 | -44.6 | 9.4 | 0.0 |
| Sharpe Ratio | NA | 0.85 | 0.41 | -0.12 | -0.04 | 1.47 | -0.32 | 0.79 | 1.5 | -1.27 | 0.41 | NA |
| Draw Down(%) | NA | 10.6 | 20.2 | 57.2 | 57.6 | 10.5 | 20.2 | 14.0 | 21.9 | 52.4 | 10.6 | NA |
| Standard Deviation(%) | NA | 14.8 | 17.1 | 23.7 | 22.5 | 11.9 | 20.7 | 16.8 | 24.0 | 35.6 | 15.5 | NA |
| Treynor Ratio | NA | 0.12 | 0.06 | -0.03 | -0.01 | 0.17 | -0.06 | 0.12 | 0.36 | -0.5 | 0.06 | NA |
| Alpha | NA | -0.01 | -0.02 | -0.04 | -0.02 | 0.0 | -0.02 | -0.01 | 0.03 | -0.09 | 0.01 | NA |
| Beta | NA | 1.05 | 1.08 | 0.98 | 0.99 | 1.06 | 1.07 | 1.08 | 1.0 | 0.91 | 1.04 | NA |
| RSquared | NA | 0.94 | 0.97 | 0.87 | 0.87 | 0.91 | 0.99 | 0.98 | 0.95 | 0.79 | 0.88 | NA |
| Yield(%) | N/A | 1.1 | 0.8 | 0.8 | N/A | 0.0 | 1.0 | 0.5 | 1.2 | 0.7 | 2.0 | 0.0 |
| Dividend Growth(%) | N/A | 130.0 | N/A | N/A | N/A | -100.0 | 130.0 | -41.2 | -13.9 | -60.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/21/2006
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2026-2030 Asset Class Trend Rankings |
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