Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| OPPENHEIMER and CO. INC. 401K PLAN Tactical Asset Allocation Moderate | NA | 15.68% | -0.66% | 3.85% | 2.80% | 4.60% | 6.86% | 8.36% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OPPENHEIMER and CO. INC. 401K PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | -1.63 | 15.68 | -0.66 | 3.85 | 2.80 | 4.60 | 6.86 | 8.36 | NA | 2.73 | 5.01 | -12.92 | 9.49 | 14.18 | 4.75 | -4.49 | 13.12 | 0.82 | -4.73 | 0.45 | 12.95 | 7.63 | 1.39 | 15.09 | 20.33 | 0.97 | 17.43 | 13.30 | 14.09 | 14.30 | 31.50 | 14.49 | 6.13 |
| Sharpe Ratio | NA | -0.17 | -0.53 | 0.10 | 0.11 | NA | NA | 0.80 | 0.09 | -0.37 | 0.10 | -1.50 | 0.87 | 1.54 | 0.63 | -0.77 | 2.30 | 0.09 | -0.79 | 0.06 | 1.95 | 1.29 | 0.13 | 1.14 | 2.06 | 0.01 | 1.19 | 1.10 | 1.79 | 1.54 | 5.80 | 2.56 | 0.76 |
| Standard Deviation(%) | NA | 10.30 | 9.20 | 9.57 | 8.07 | NA | NA | 8.23 | 10.38 | 10.35 | 7.53 | 9.53 | 10.91 | 9.08 | 5.31 | 7.51 | 5.44 | 6.53 | 6.01 | 6.88 | 6.62 | 5.86 | 10.57 | 13.14 | 9.80 | 6.13 | 12.18 | 9.13 | 6.67 | 8.68 | 5.31 | 5.23 | 5.00 |
| Draw Down(%) | NA | 6.73 | 14.85 | 16.93 | 16.93 | NA | NA | 16.93 | 0.75 | 6.73 | 8.16 | 13.31 | 7.66 | 8.32 | 2.67 | 11.03 | 4.77 | 7.06 | 8.26 | 7.84 | 5.89 | 4.66 | 10.80 | 9.05 | 4.43 | 5.53 | 9.74 | 13.67 | 5.38 | 11.67 | 2.35 | 4.73 | 4.19 |
| Yield(%) | NA | 5.63 | 4.55 | 4.86 | 3.82 | NA | NA | 4.88 | NA | 0.72 | 5.42 | 2.30 | 5.34 | 8.54 | 2.14 | 2.55 | 0.26 | 1.36 | 4.03 | 5.67 | 8.09 | 4.09 | 5.18 | 2.25 | 4.18 | 4.43 | 10.91 | 8.81 | 4.92 | 3.66 | 5.90 | 5.82 | 5.76 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPPENHEIMER and CO. INC. 401K PLAN Tactical Asset Allocation Moderate |
-2.06%
Dec 2021 - Dec 2024 |
0.25%
Feb 2015 - Feb 2020 |
1.59%
Oct 2013 - Oct 2023 |
4.07%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPPENHEIMER and CO. INC. 401K PLAN Tactical Asset Allocation Moderate |
21.28%
Jan 2003 - Jan 2006 |
19.43%
Oct 2002 - Oct 2007 |
15.12%
Apr 2001 - Apr 2011 |
10.72%
Mar 2001 - Mar 2016 |
Annualized Rolling Returns Comparison Chart