Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QGRYX (Oppenheimer Gbl Alloc Fd Cl Y) | 6.97% | 15.47% | 11.31% | 2.34% | 5.69% | 5.12% | 4.51% | … | … |
Data as of 06/05/2026, Common starting date is 06/08/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QGRYX (Oppenheimer Gbl Alloc Fd Cl Y) | 06/08/2000 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.79 | 15.47 | 11.31 | 2.34 | 5.69 | 5.12 | 4.51 | … | … | 6.97 | 7.05 | 5.84 | 15.99 | -17.66 | -1.28 | 14.75 | 16.60 | -9.46 | 15.11 | 5.09 | 0.60 | 0.38 | 18.25 | 10.50 | -7.46 | 14.02 | 33.33 | -31.34 | -3.62 | 10.93 | 3.15 | 10.62 | 30.96 | -19.51 | 3.73 | 7.37 |
| Sharpe Ratio | NA | 1.47 | 0.86 | -0.02 | 0.36 | NA | NA | … | … | 1.32 | 0.38 | -0.09 | 1.26 | -1.25 | -0.09 | 0.75 | 2.28 | -1.10 | 3.30 | 0.60 | 0.07 | 0.05 | 2.43 | 1.17 | -0.45 | 1.06 | 1.32 | -1.09 | -0.53 | 0.83 | 0.11 | 1.09 | 2.35 | -0.96 | 0.13 | 0.93 |
| Standard Deviation(%) | NA | 8.72 | 9.42 | 11.73 | 11.43 | NA | NA | … | … | 11.04 | 11.32 | 8.46 | 9.42 | 15.28 | 14.35 | 19.32 | 6.65 | 9.82 | 4.41 | 8.07 | 8.57 | 7.39 | 7.50 | 8.99 | 16.51 | 13.10 | 25.09 | 29.54 | 12.56 | 9.26 | 8.59 | 8.86 | 12.87 | 21.50 | 11.16 | 9.93 |
| Draw Down(%) | NA | 6.96 | 9.96 | 31.09 | 31.09 | NA | NA | … | … | 6.96 | 7.63 | 3.97 | 9.96 | 21.91 | 12.98 | 22.00 | 2.97 | 16.59 | 1.68 | 6.07 | 9.22 | 6.15 | 6.54 | 8.74 | 15.69 | 11.28 | 22.98 | 42.70 | 13.32 | 8.25 | 7.28 | 6.48 | 11.55 | 33.73 | 12.10 | 3.90 |
| Yield(%) | 0.00 | 7.09 | 4.03 | 3.11 | 3.43 | 3.21 | 3.32 | … | … | 0.00 | 7.50 | 1.21 | 2.87 | 4.76 | 2.45 | 0.00 | 0.09 | 8.07 | 0.45 | 3.74 | 2.02 | 1.41 | 2.69 | 1.47 | 3.13 | 2.02 | 1.58 | 2.12 | 13.35 | 5.30 | 3.92 | 0.17 | 1.13 | 1.67 | 5.11 | 5.55 |
Data as of 06/05/2026, Common starting date is 06/08/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QGRYX (Oppenheimer Gbl Alloc Fd Cl Y) |
-13.83%
Feb 2006 – Feb 2009 |
-7.03%
Feb 2004 – Feb 2009 |
2.14%
Sep 2001 – Sep 2011 |
1.91%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QGRYX (Oppenheimer Gbl Alloc Fd Cl Y) |
20.18%
Feb 2009 – Feb 2012 |
16.44%
Feb 2009 – Feb 2014 |
9.49%
Feb 2009 – Feb 2019 |
7.51%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart