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OTKNX: Oppenheimer Transition 2050 N (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2046-2050 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/06/2008 |
| Last Dividend Date: | 12/30/2011 |
| 12-Mo. Yield | 0.59% |
| Expenses | 1.73% |
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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(%) | 0.3 | 9.5 | 8.0 | 1.0 | 12.8 | -8.0 | 15.6 | 42.5 | -38.8 |
| Sharpe Ratio | NA | 0.61 | 0.43 | 0.03 | 1.15 | -0.35 | 0.86 | 1.68 | -1.11 |
| Draw Down(%) | NA | 11.7 | 22.3 | 54.8 | 11.7 | 22.3 | 13.5 | 21.8 | 52.9 |
| Standard Deviation(%) | NA | 15.4 | 18.6 | 25.6 | 13.2 | 23.1 | 18.0 | 25.3 | 41.1 |
| Treynor Ratio | NA | 0.1 | 0.08 | 0.01 | 0.15 | -0.08 | 0.16 | 0.48 | -0.57 |
| Alpha | NA | -0.02 | -0.01 | -0.01 | -0.01 | -0.04 | 0.0 | 0.06 | -0.1 |
| Beta | NA | 0.98 | 0.97 | 0.87 | 0.99 | 0.97 | 0.97 | 0.89 | 0.8 |
| RSquared | NA | 0.92 | 0.95 | 0.84 | 0.89 | 0.96 | 0.95 | 0.92 | 0.74 |
| Yield(%) | N/A | 0.6 | 0.9 | N/A | 0.0 | 0.6 | 1.4 | 0.8 | 0.7 |
| Dividend Growth(%) | N/A | 12.5 | N/A | N/A | -100.0 | -53.8 | 143.8 | -26.2 | 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 2046-2050 Asset Class Trend Rankings |
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