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OTTNX: Oppenheimer Transition 2010 N (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2000-2010 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/21/2006 |
| Last Dividend Date: | 12/30/2011 |
| 12-Mo. Yield | 1.92% |
| Expenses | 1.48% |
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Performance Analytics (As of 10/22/2012)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 12/21/2006 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 9.3 | 6.4 | -3.4 | -1.4 | 9.1 | -1.1 | 11.1 | 23.4 | -41.5 | 6.7 | -0.1 |
| Sharpe Ratio | NA | 1.15 | 0.64 | -0.21 | -0.13 | 1.74 | -0.1 | 1.03 | 1.24 | -1.49 | 0.32 | NA |
| Draw Down(%) | NA | 5.7 | 11.8 | 54.1 | 54.6 | 5.7 | 11.8 | 9.3 | 21.0 | 48.9 | 7.9 | NA |
| Standard Deviation(%) | NA | 8.0 | 9.9 | 17.2 | 16.4 | 6.5 | 11.2 | 10.7 | 18.8 | 28.4 | 11.0 | NA |
| Treynor Ratio | NA | 0.06 | 0.04 | -0.02 | -0.01 | 0.08 | -0.01 | 0.06 | 0.11 | -0.21 | 0.02 | NA |
| Alpha | NA | -0.02 | -0.02 | -0.05 | -0.04 | -0.01 | -0.04 | -0.02 | -0.02 | -0.1 | -0.02 | NA |
| Beta | NA | 1.6 | 1.74 | 1.98 | 1.97 | 1.49 | 1.73 | 1.82 | 2.07 | 2.06 | 1.88 | NA |
| RSquared | NA | 0.81 | 0.83 | 0.74 | 0.74 | 0.74 | 0.87 | 0.82 | 0.85 | 0.68 | 0.64 | NA |
| Yield(%) | N/A | 1.9 | 1.5 | 1.2 | N/A | 0.0 | 1.9 | 1.7 | 0.8 | 0.4 | 2.8 | 0.0 |
| Dividend Growth(%) | N/A | 63.8 | N/A | N/A | N/A | -100.0 | 24.2 | 169.6 | 15.0 | -85.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/21/2006
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2000-2010 Asset Class Trend Rankings |
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