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 Strategic Asset Allocation – Optimal Moderate | NA | 0.02% | 2.59% | 7.69% | 4.05% | 5.61% | 5.47% | … | … |
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 Strategic Asset Allocation – Optimal 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 (%) | -2.50 | 0.02 | 2.59 | 7.69 | 4.05 | 5.61 | 5.47 | … | … | 3.93 | 6.24 | 10.82 | -10.11 | 8.63 | 11.15 | 16.08 | -8.23 | 9.62 | 3.74 | 1.59 | 5.03 | 16.62 | 13.85 | -4.51 | 16.08 | 23.23 | -23.85 | 8.45 | 11.84 | 6.62 | 11.97 | 27.58 | -11.16 | 0.55 |
| Sharpe Ratio | NA | 0.38 | 0.27 | 0.44 | 0.33 | NA | NA | … | … | 0.17 | 0.30 | 0.90 | -1.09 | 0.91 | 0.66 | 1.77 | -0.98 | 1.77 | 0.45 | 0.18 | 0.74 | 2.33 | 1.74 | -0.30 | 1.37 | 1.83 | -1.34 | 0.52 | 1.03 | 0.55 | 1.41 | 3.00 | -1.03 | -0.17 |
| Standard Deviation(%) | NA | 12.43 | 9.95 | 10.04 | 10.14 | NA | NA | … | … | 15.52 | 8.77 | 7.93 | 10.62 | 9.50 | 16.63 | 8.27 | 9.77 | 5.07 | 7.88 | 8.71 | 6.73 | 7.13 | 7.93 | 15.19 | 11.66 | 12.62 | 18.55 | 10.21 | 8.17 | 7.91 | 7.81 | 8.97 | 11.93 | 11.15 |
| Draw Down(%) | NA | 15.29 | 15.29 | 16.43 | 24.91 | NA | NA | … | … | 13.25 | 6.12 | 9.31 | 16.36 | 4.84 | 23.64 | 4.11 | 15.01 | 3.12 | 7.16 | 8.54 | 6.22 | 6.41 | 6.80 | 16.59 | 8.97 | 10.83 | 31.67 | 8.21 | 8.21 | 5.65 | 6.60 | 6.31 | 19.05 | 14.47 |
| Yield(%) | NA | 3.80 | 5.92 | 5.03 | 4.51 | NA | NA | … | … | NA | 0.80 | 3.92 | 6.03 | 6.89 | 4.04 | 3.37 | 4.71 | 0.38 | 1.18 | 6.24 | 8.12 | 3.29 | 2.32 | 3.54 | 3.37 | 2.60 | 3.19 | 5.62 | 6.07 | 6.65 | 5.98 | 2.49 | 2.07 | 2.14 |
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 Strategic Asset Allocation – Optimal Moderate |
-5.97%
Feb 2006 – Feb 2009 |
0.13%
Feb 2004 – Feb 2009 |
3.76%
Oct 2013 – Oct 2023 |
3.97%
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 Strategic Asset Allocation – Optimal Moderate |
17.10%
Mar 2003 – Mar 2006 |
14.43%
Feb 2009 – Feb 2014 |
8.76%
Feb 2009 – Feb 2019 |
8.10%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart