Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OTFAX (Oppenheimer Transition 2015 A) | NA | 8.63% | 6.60% | -3.25% | NA | NA | NA | … | … |
Data as of 10/22/2012, Common starting date is 12/21/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OTFAX (Oppenheimer Transition 2015 A) | 12/21/2006 | 10/22/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.46 | 8.63 | 6.60 | -3.25 | NA | NA | NA | … | … | 9.84 | -2.17 | 12.24 | 26.99 | -42.94 | 7.76 | 0.10 |
| Sharpe Ratio | NA | 0.97 | 0.53 | -0.18 | NA | NA | NA | … | … | 1.47 | -0.16 | 0.94 | 1.32 | -1.40 | 0.38 | NA |
| Standard Deviation(%) | NA | 10.22 | 12.35 | 19.63 | NA | NA | NA | … | … | 8.30 | 14.20 | 12.98 | 20.44 | 31.25 | 12.61 | NA |
| Draw Down(%) | NA | 7.21 | 14.48 | 55.88 | NA | NA | NA | … | … | 7.21 | 14.48 | 10.99 | 21.39 | 50.48 | 9.20 | NA |
| Yield(%) | 0.00 | 2.08 | 1.55 | 1.23 | 0.68 | 0.45 | 0.34 | … | … | 0.00 | 2.04 | 1.78 | 0.72 | 0.44 | 2.86 | 0.00 |
Data as of 10/22/2012, Common starting date is 12/21/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OTFAX (Oppenheimer Transition 2015 A) |
-11.80%
Jun 2007 – Jun 2010 |
-4.49%
May 2007 – May 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OTFAX (Oppenheimer Transition 2015 A) |
19.61%
Feb 2009 – Feb 2012 |
-2.09%
Feb 2007 – Feb 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
