Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
QMGAX (Oppenheimer Global Multi-Asset Growth Fu) 14.28% 27.63% 17.34% 7.79% 8.53% NA NA
Data as of 06/08/2026, Common starting date is 09/01/2015
More Performance Analytics Comparison
Name Start Date End Date
QMGAX (Oppenheimer Global Multi-Asset Growth Fu) 09/01/2015 06/08/2026
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
Annualized Return (%) 0.00 27.63 17.34 7.79 8.53 NA NA 14.28 31.70 5.48 3.91 -11.45 6.53 11.69 23.96 -13.14 18.99 6.45 1.25
Sharpe Ratio NA 1.72 1.04 0.41 0.49 NA NA 1.75 2.02 0.15 0.03 -1.06 0.55 0.42 2.48 -1.08 3.00 0.52 0.30
Standard Deviation(%) NA 14.86 13.80 12.87 14.25 NA NA 19.40 14.34 12.54 9.46 12.17 11.92 27.41 9.08 13.48 6.13 12.06 12.53
Draw Down(%) NA 11.22 14.12 18.40 29.86 NA NA 11.22 14.12 9.41 9.20 18.40 8.70 29.86 5.32 22.64 2.14 9.37 6.15
Yield(%) 0.00 3.44 4.47 4.52 4.63 3.29 2.46 0.00 4.07 4.57 5.17 0.00 12.74 0.08 3.57 4.99 2.59 5.13 0.54
Data as of 06/08/2026, Common starting date is 09/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
QMGAX (Oppenheimer Global Multi-Asset Growth Fu) -0.99%
Dec 2021 – Dec 2024
1.82%
Sep 2017 – Sep 2022
6.87%
Oct 2015 – Oct 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
QMGAX (Oppenheimer Global Multi-Asset Growth Fu) 18.60%
May 2023 – May 2026
10.12%
Feb 2016 – Feb 2021
9.32%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return