Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 10/08/2012.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| OTINX (Oppenheimer Transition 2040 N) | NA | 15.54% | 8.26% | NA | NA | NA | NA | 1.27% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OTINX (Oppenheimer Transition 2040 N) | 03/06/2008 | 10/08/2012 |
The return data shown below all have the same latest date: 10/08/2012.
AR inception is since 03/06/2008.
AR inception is since 03/06/2008.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.61 | 15.54 | 8.26 | NA | NA | NA | NA | 1.27 | 13.86 | -7.58 | 14.68 | 40.16 | -37.82 |
| Sharpe Ratio | NA | 1.14 | 0.44 | NA | NA | NA | NA | 0.04 | 1.39 | -0.34 | 0.82 | 1.59 | -1.11 |
| Standard Deviation(%) | NA | 16.65 | 18.54 | NA | NA | NA | NA | 25.39 | 13.13 | 22.65 | 17.78 | 25.25 | 40.18 |
| Draw Down(%) | NA | 11.42 | 21.87 | NA | NA | NA | NA | 54.23 | 11.41 | 21.87 | 13.88 | 22.15 | 51.81 |
| Yield(%) | 0.00 | 0.90 | 1.31 | 0.78 | 0.39 | 0.26 | 0.19 | 0.97 | 0.00 | 0.81 | 1.80 | 1.41 | 0.67 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OTINX (Oppenheimer Transition 2040 N) |
-1.07%
Aug 2008 - Aug 2011 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OTINX (Oppenheimer Transition 2040 N) |
23.05%
Feb 2009 - Feb 2012 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart