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OTINX: Oppenheimer Transition 2040 N (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2036-2040 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/06/2008 |
| Last Dividend Date: | 12/30/2011 |
| 12-Mo. Yield | 0.90% |
| Expenses | 1.60% |
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Performance Analytics (As of 10/08/2012)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 03/06/2008 |
2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.6 | 19.1 | 8.3 | 1.1 | 13.9 | -7.6 | 14.7 | 40.2 | -37.8 |
| Sharpe Ratio | NA | 1.14 | 0.44 | 0.04 | 1.39 | -0.34 | 0.82 | 1.59 | -1.11 |
| Draw Down(%) | NA | 11.4 | 21.9 | 54.2 | 11.4 | 21.9 | 13.9 | 22.2 | 51.8 |
| Standard Deviation(%) | NA | 16.7 | 18.4 | 25.3 | 13.1 | 22.6 | 17.8 | 25.2 | 40.2 |
| Treynor Ratio | NA | 0.19 | 0.08 | 0.01 | 0.18 | -0.07 | 0.14 | 0.41 | -0.5 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | 0.0 | -0.02 | 0.0 | 0.04 | -0.09 |
| Beta | NA | 1.01 | 1.04 | 0.96 | 1.01 | 1.03 | 1.05 | 0.98 | 0.89 |
| RSquared | NA | 0.95 | 0.97 | 0.87 | 0.92 | 0.99 | 0.98 | 0.94 | 0.77 |
| Yield(%) | N/A | 0.9 | 1.3 | N/A | 0.0 | 0.8 | 1.8 | 1.4 | 0.7 |
| Dividend Growth(%) | N/A | -8.2 | N/A | N/A | -100.0 | -49.7 | 80.2 | 30.3 | 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 2036-2040 Asset Class Trend Rankings |
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