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 Strategic Asset Allocation - Equal Weight Moderate | NA | 18.51% | -0.03% | 3.77% | 3.80% | 5.47% | 6.46% | 7.65% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OPPENHEIMER and CO. INC. 401K PLAN Strategic Asset Allocation - Equal Weight 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 (%) | -1.36 | 18.51 | -0.03 | 3.77 | 3.80 | 5.47 | 6.46 | 7.65 | NA | 3.02 | 8.88 | -13.22 | 4.65 | 11.40 | 17.46 | -5.07 | 10.31 | 0.93 | -0.99 | 5.13 | 7.69 | 12.50 | -1.49 | 15.71 | 26.93 | -18.83 | 11.84 | 16.77 | 14.72 | 17.54 | 31.25 | 2.65 | 5.65 |
| Sharpe Ratio | NA | -0.34 | -0.46 | 0.01 | 0.18 | NA | NA | 0.59 | 0.01 | -0.46 | 0.59 | -1.23 | 0.51 | 0.64 | 2.46 | -0.75 | 2.18 | 0.09 | -0.13 | 0.82 | 1.11 | 1.84 | -0.11 | 1.40 | 1.56 | -0.97 | 0.89 | 1.87 | 2.16 | 2.22 | 5.67 | 0.28 | 0.50 |
| Standard Deviation(%) | NA | 7.77 | 9.35 | 11.40 | 9.55 | NA | NA | 10.01 | 5.22 | 7.84 | 7.81 | 11.86 | 9.06 | 17.43 | 6.54 | 8.53 | 4.45 | 8.23 | 7.74 | 6.24 | 6.90 | 6.76 | 13.32 | 11.19 | 17.21 | 20.34 | 9.94 | 7.23 | 5.82 | 7.48 | 5.39 | 5.46 | 6.69 |
| Draw Down(%) | NA | 7.07 | 18.11 | 21.88 | 21.88 | NA | NA | 33.25 | 0.40 | 7.07 | 8.16 | 19.06 | 6.17 | 21.88 | 2.91 | 10.48 | 4.14 | 7.59 | 8.23 | 5.01 | 7.30 | 5.76 | 12.93 | 8.26 | 16.00 | 32.45 | 7.11 | 8.51 | 4.38 | 8.98 | 3.99 | 9.70 | 8.17 |
| Yield(%) | NA | 4.40 | 4.68 | 4.75 | 3.83 | NA | NA | 4.23 | NA | 0.71 | 4.53 | 3.89 | 5.04 | 5.41 | 4.05 | 4.15 | 0.35 | 1.63 | 5.35 | 3.19 | 4.00 | 3.19 | 2.61 | 2.29 | 3.38 | 6.78 | 8.16 | 7.01 | 5.77 | 4.12 | 4.50 | 3.32 | 3.92 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-3.89%
Feb 2006 - Feb 2009 |
0.86%
Mar 2015 - Mar 2020 |
2.64%
Oct 2013 - Oct 2023 |
3.75%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPPENHEIMER and CO. INC. 401K PLAN Strategic Asset Allocation - Equal Weight Moderate |
23.86%
Mar 2003 - Mar 2006 |
19.81%
Oct 2002 - Oct 2007 |
12.29%
Mar 2003 - Mar 2013 |
9.72%
Oct 2002 - Oct 2017 |
Annualized Rolling Returns Comparison Chart