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 - Optimal Moderate | NA | 23.83% | -0.08% | 3.58% | 3.29% | 5.74% | 6.59% | 7.79% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OPPENHEIMER and CO. INC. 401K PLAN Strategic Asset Allocation - Optimal 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 (%) | -1.13 | 23.83 | -0.08 | 3.58 | 3.29 | 5.74 | 6.59 | 7.79 | NA | 4.80 | 10.56 | -15.94 | 3.33 | 12.13 | 17.28 | -5.50 | 6.16 | 0.50 | -0.41 | 4.79 | 11.21 | 14.05 | 0.17 | 17.38 | 32.92 | -23.27 | 13.72 | 16.14 | 13.96 | 16.78 | 34.78 | 1.98 | 4.80 |
| Sharpe Ratio | NA | -0.07 | -0.41 | 0.00 | 0.13 | NA | NA | 0.56 | 0.02 | -0.21 | 0.75 | -1.29 | 0.34 | 0.69 | 2.31 | -0.72 | 1.00 | 0.04 | -0.06 | 0.74 | 1.51 | 1.90 | 0.01 | 1.39 | 1.89 | -1.12 | 0.98 | 1.60 | 1.85 | 1.85 | 4.99 | 0.12 | 0.33 |
| Standard Deviation(%) | NA | 8.30 | 10.34 | 11.93 | 10.02 | NA | NA | 10.68 | 6.19 | 8.39 | 8.39 | 13.42 | 9.63 | 17.21 | 6.88 | 9.49 | 5.52 | 8.00 | 7.95 | 6.49 | 7.41 | 7.35 | 14.11 | 12.47 | 17.41 | 21.54 | 10.90 | 8.06 | 6.36 | 8.57 | 6.83 | 7.26 | 7.50 |
| Draw Down(%) | NA | 6.99 | 21.36 | 24.80 | 24.80 | NA | NA | 35.92 | 0.59 | 6.99 | 9.42 | 22.38 | 6.39 | 22.55 | 2.98 | 12.08 | 6.97 | 6.93 | 8.59 | 5.94 | 7.68 | 5.99 | 14.08 | 9.19 | 15.39 | 35.17 | 7.67 | 9.99 | 5.54 | 9.21 | 5.76 | 11.89 | 10.33 |
| Yield(%) | NA | 5.59 | 5.12 | 5.11 | 4.06 | NA | NA | 4.36 | NA | 0.73 | 5.48 | 3.36 | 5.88 | 6.79 | 2.92 | 4.98 | 0.28 | 0.94 | 5.24 | 3.97 | 4.25 | 4.13 | 2.85 | 2.58 | 2.54 | 6.41 | 7.82 | 6.62 | 5.34 | 5.46 | 4.23 | 3.48 | 4.04 |
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 - Optimal Moderate |
-4.70%
Feb 2006 - Feb 2009 |
-0.76%
Sep 2017 - Sep 2022 |
1.82%
Oct 2013 - Oct 2023 |
3.55%
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 - Optimal Moderate |
24.96%
Mar 2003 - Mar 2006 |
20.43%
Oct 2002 - Oct 2007 |
13.16%
Mar 2003 - Mar 2013 |
10.38%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart