Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
QMAAX (Oppenheimer Global Multi-Asset Income Fu) NA -13.83% -4.15% -1.29% NA NA NA
Data as of 04/17/2020, Common starting date is 12/04/2014
More Performance Analytics Comparison
Name Start Date End Date
QMAAX (Oppenheimer Global Multi-Asset Income Fu) 12/04/2014 04/17/2020
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2020 2019 2018 2017 2016 2015 2014
Annualized Return (%) 1.11 -13.83 -4.15 -1.29 NA NA NA -19.16 8.53 -7.59 6.30 9.40 -3.48 -0.61
Sharpe Ratio NA -1.01 -0.58 -0.31 NA NA NA -1.74 0.70 -1.31 1.38 1.72 -0.71 -1.11
Standard Deviation(%) NA 19.01 11.97 9.81 NA NA NA 29.94 10.14 6.81 4.14 5.33 4.96 7.39
Draw Down(%) NA 34.43 34.43 34.43 NA NA NA 30.48 7.26 12.82 2.55 4.51 7.56 3.20
Yield(%) 0.00 6.14 4.83 4.63 2.45 1.63 1.23 1.31 6.19 4.80 4.09 4.98 4.71 0.29
Data as of 04/17/2020, Common starting date is 12/04/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
QMAAX (Oppenheimer Global Multi-Asset Income Fu) -5.03%
Mar 2017 – Mar 2020
-1.76%
Mar 2015 – Mar 2020
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
QMAAX (Oppenheimer Global Multi-Asset Income Fu) 5.54%
Sep 2015 – Sep 2018
2.62%
Jan 2015 – Jan 2020
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return