Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QMARX (Oppenheimer Global Multi-Asset Income Fu) | NA | -14.18% | -4.49% | -1.60% | NA | NA | NA | … | … |
Data as of 04/17/2020, Common starting date is 12/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QMARX (Oppenheimer Global Multi-Asset Income Fu) | 12/04/2014 | 04/17/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.11 | -14.18 | -4.49 | -1.60 | NA | NA | NA | … | … | -16.82 | 8.30 | -8.00 | 6.07 | 9.06 | -3.82 | -0.63 |
| Sharpe Ratio | NA | -1.03 | -0.61 | -0.34 | NA | NA | NA | … | … | -1.74 | 0.70 | -1.37 | 1.32 | 1.62 | -0.78 | -1.17 |
| Standard Deviation(%) | NA | 18.82 | 11.86 | 9.74 | NA | NA | NA | … | … | 29.92 | 9.78 | 6.80 | 4.13 | 5.44 | 4.96 | 7.25 |
| Draw Down(%) | NA | 34.33 | 34.33 | 34.33 | NA | NA | NA | … | … | 30.46 | 7.14 | 13.10 | 2.56 | 4.65 | 7.84 | 3.20 |
| Yield(%) | 0.00 | 5.87 | 4.54 | 4.35 | 2.30 | 1.54 | 1.15 | … | … | 1.24 | 5.91 | 4.50 | 3.76 | 4.77 | 4.36 | 0.27 |
Data as of 04/17/2020, Common starting date is 12/04/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QMARX (Oppenheimer Global Multi-Asset Income Fu) |
-5.36%
Mar 2017 – Mar 2020 |
-2.08%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QMARX (Oppenheimer Global Multi-Asset Income Fu) |
5.20%
Sep 2015 – Sep 2018 |
2.29%
Jan 2015 – Jan 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart