Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| New Mexico OppenheimerFunds Inc Scholar Edge Tactical Asset Allocation Moderate | NA | -0.94% | 1.51% | 5.84% | 3.09% | 3.71% | 3.98% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| New Mexico OppenheimerFunds Inc Scholar Edge Tactical Asset Allocation Moderate | 12/31/2000 | 06/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.69 | -0.94 | 1.51 | 5.84 | 3.09 | 3.71 | 3.98 | … | … | 0.36 | 9.00 | 5.73 | -8.15 | 7.72 | 10.90 | 4.47 | -4.57 | 13.05 | 3.94 | -1.48 | 1.42 | 13.47 | 10.60 | -4.29 | 7.04 | 20.34 | -17.00 | 6.09 | 8.91 | 4.74 | 6.22 | 15.82 | -2.96 | 5.44 |
| Sharpe Ratio | NA | 0.18 | 0.14 | 0.36 | 0.27 | NA | NA | … | … | -0.07 | 0.56 | 0.24 | -0.73 | 0.84 | 1.06 | 0.54 | -0.80 | 2.44 | 0.86 | -0.31 | 0.23 | 2.03 | 3.26 | -0.31 | 0.73 | 2.43 | -2.21 | 0.35 | 0.72 | 0.47 | 0.69 | 2.35 | -1.07 | 0.75 |
| Standard Deviation(%) | NA | 11.71 | 10.75 | 10.46 | 8.64 | NA | NA | … | … | 13.47 | 9.70 | 8.52 | 13.17 | 9.16 | 10.10 | 5.54 | 7.43 | 5.09 | 4.34 | 4.94 | 6.01 | 6.60 | 3.24 | 14.02 | 9.57 | 8.33 | 8.14 | 8.40 | 7.68 | 5.28 | 7.62 | 6.43 | 3.84 | 4.04 |
| Draw Down(%) | NA | 14.78 | 14.78 | 16.89 | 18.86 | NA | NA | … | … | 13.40 | 5.55 | 9.61 | 16.89 | 5.47 | 16.27 | 4.91 | 10.69 | 2.99 | 2.67 | 5.69 | 6.45 | 6.13 | 2.46 | 15.27 | 8.86 | 6.36 | 23.31 | 6.24 | 8.26 | 4.23 | 6.13 | 3.41 | 5.60 | 2.89 |
| Yield(%) | NA | 2.81 | 6.07 | 4.84 | 3.67 | NA | NA | … | … | NA | 0.72 | 2.83 | 6.51 | 7.89 | 2.43 | 3.63 | 1.73 | 0.38 | 1.90 | 5.58 | 3.11 | 2.46 | 3.77 | 3.13 | 3.62 | 4.39 | 4.57 | 4.49 | 2.88 | 6.57 | 2.03 | 0.46 | 0.59 | 2.38 |
Data as of 03/31/2025, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| New Mexico OppenheimerFunds Inc Scholar Edge Tactical Asset Allocation Moderate |
-4.11%
Feb 2006 – Feb 2009 |
-0.23%
Feb 2004 – Feb 2009 |
2.36%
Oct 2013 – Oct 2023 |
2.61%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| New Mexico OppenheimerFunds Inc Scholar Edge Tactical Asset Allocation Moderate |
11.15%
Mar 2003 – Mar 2006 |
10.31%
Feb 2009 – Feb 2014 |
6.49%
Feb 2009 – Feb 2019 |
5.81%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart