Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OTWAX (Oppenheimer Transition 2020 A) | NA | 13.78% | 7.68% | -3.17% | NA | NA | NA | … | … |
Data as of 10/08/2012, Common starting date is 12/21/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OTWAX (Oppenheimer Transition 2020 A) | 12/21/2006 | 10/08/2012 |
| 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 (%) | 0.11 | 13.78 | 7.68 | -3.17 | NA | NA | NA | … | … | 11.59 | -3.74 | 12.32 | 31.49 | -43.56 | 8.68 | 0.00 |
| Sharpe Ratio | NA | 1.31 | 0.52 | -0.16 | NA | NA | NA | … | … | 1.54 | -0.22 | 0.81 | 1.34 | -1.27 | 0.42 | NA |
| Standard Deviation(%) | NA | 12.59 | 14.72 | 22.42 | NA | NA | NA | … | … | 9.92 | 17.25 | 15.12 | 23.45 | 35.02 | 13.53 | NA |
| Draw Down(%) | NA | 8.63 | 16.94 | 57.02 | NA | NA | NA | … | … | 8.63 | 16.94 | 13.10 | 22.53 | 51.46 | 9.60 | NA |
| Yield(%) | 0.00 | 1.84 | 1.30 | 1.10 | 0.63 | 0.42 | 0.31 | … | … | 0.00 | 1.72 | 1.56 | 0.36 | 0.64 | 2.68 | 0.00 |
Data as of 10/08/2012, 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 |
|---|---|---|---|---|
| OTWAX (Oppenheimer Transition 2020 A) |
-11.50%
Jun 2007 – Jun 2010 |
-4.22%
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 |
|---|---|---|---|---|
| OTWAX (Oppenheimer Transition 2020 A) |
20.94%
Feb 2009 – Feb 2012 |
-1.54%
Feb 2007 – Feb 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart