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OTWNX: Oppenheimer Transition 2020 N (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/21/2006 |
| Last Dividend Date: | 12/30/2011 |
| 12-Mo. Yield | 1.52% |
| Expenses | 1.43% |
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Performance Analytics (As of 10/08/2012)
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(%) | 0.7 | 16.8 | 7.5 | -3.4 | -0.7 | 12.0 | -4.0 | 11.7 | 31.3 | -43.7 | 8.4 | 0.0 |
| Sharpe Ratio | NA | 1.34 | 0.5 | -0.16 | -0.07 | 1.61 | -0.24 | 0.77 | 1.33 | -1.27 | 0.4 | NA |
| Draw Down(%) | NA | 8.7 | 17.0 | 57.2 | 57.2 | 8.7 | 17.0 | 13.4 | 22.6 | 51.5 | 9.7 | NA |
| Standard Deviation(%) | NA | 12.5 | 14.7 | 22.4 | 21.2 | 9.8 | 17.3 | 15.2 | 23.4 | 35.1 | 13.6 | NA |
| Treynor Ratio | NA | 0.15 | 0.06 | -0.03 | -0.01 | 0.14 | -0.04 | 0.1 | 0.26 | -0.41 | 0.05 | NA |
| Alpha | NA | -0.02 | -0.02 | -0.04 | -0.02 | 0.0 | -0.02 | -0.01 | 0.01 | -0.08 | 0.0 | NA |
| Beta | NA | 1.1 | 1.16 | 1.14 | 1.13 | 1.11 | 1.11 | 1.22 | 1.2 | 1.09 | 1.09 | NA |
| RSquared | NA | 0.96 | 0.95 | 0.85 | 0.85 | 0.93 | 0.94 | 0.98 | 0.95 | 0.77 | 0.82 | NA |
| Yield(%) | N/A | 1.5 | 0.9 | 0.9 | N/A | 0.0 | 1.4 | 1.0 | 0.1 | 0.6 | 2.4 | 0.0 |
| Dividend Growth(%) | N/A | 59.7 | N/A | N/A | N/A | -100.0 | 59.7 | 1825.0 | -93.8 | -73.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/21/2006
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See Target Date 2016-2020 Asset Class Trend Rankings |
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