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Oppenheimer Global Allocation C (QGRCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.69+0.01 (+0.06%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.51%
5-year average return4.84%
Number of years up22
Number of years down8
Best 1-yr total return (27 Jun 2024)31.74%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return31.74%
Worst 3-yr total return0.55%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnQGRCXCategory
YTD3.69%8.60%
1-month3.14%0.11%
3-month3.02%4.82%
1-year11.06%25.33%
3-year-0.13%8.02%
5-year5.70%8.06%
10-year3.89%6.03%
Last bull market16.51%13.54%
Last bear market-12.03%-13.20%

Annual total return (%) history

Year
QGRCXCategory
2024
N/AN/A
2023
14.84%N/A
2022
-18.25%N/A
2021
9.52%N/A
2020
13.55%6.18%
2019
15.52%16.10%
2018
-10.42%-8.26%
2017
13.98%14.79%
2016
4.00%6.04%
2015
-0.39%-4.15%
2014
-0.67%1.54%
2013
17.01%10.07%
2012
9.33%10.74%
2011
-8.42%-3.99%
2010
12.64%10.58%
2009
31.74%24.37%
2008
-32.15%-28.98%
2007
-4.53%11.39%
2006
9.79%16.61%
2005
2.06%6.56%
2004
9.45%15.24%
2003
29.66%25.32%
2002
-20.38%-2.16%
2001
2.59%-3.23%
2000
7.27%0.23%
1999
10.57%21.83%
1998
27.45%9.68%
1997
30.30%13.17%
1996
17.20%14.59%
1995
27.34%16.98%
1994
0.39%-4.05%
1993
N/A21.85%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.80%N/AN/AN/A
20237.41%2.46%-4.39%9.14%
2022-6.57%-12.03%-5.74%5.51%
20213.04%4.48%-1.14%2.90%
2020-13.77%11.83%3.06%14.25%
20197.53%2.51%0.23%4.55%
2018-1.06%-0.64%0.00%-8.87%
20175.18%3.95%2.15%2.05%
20160.67%1.62%3.70%-1.96%
20153.35%1.14%-6.72%2.15%
20140.18%1.08%-2.51%0.63%
20135.31%-0.17%6.81%4.19%
20127.56%-5.16%4.15%2.91%
20112.58%0.55%-12.87%1.91%
20104.76%-7.67%9.23%6.61%
2009-8.02%18.75%16.32%3.68%
2008-9.91%-2.71%-9.45%-14.52%
2007-0.29%5.62%-1.58%-7.89%
20061.89%-1.95%4.49%5.19%
2005-2.24%1.95%0.90%1.49%
20043.50%0.59%-0.24%5.38%
2003-0.27%15.16%3.67%8.89%
2002-2.17%-14.93%-13.57%10.67%
20014.58%2.18%-5.25%1.31%
20000.68%-0.40%1.64%5.25%
19996.23%7.88%-5.96%2.59%
19988.06%0.90%-3.61%21.27%
1997-0.89%11.68%9.23%7.77%
19963.88%3.52%5.03%3.77%
19957.85%9.70%4.79%2.71%
1994-2.30%2.35%2.94%-2.48%
19935.59%N/AN/AN/A

Rank in category (by total return)

YTD66
1-month55
3-month59
1-year74
3-year74
5-year53

Load adjusted returns

1-year10.06%
3-year-0.13%
5-year5.70%
10-year3.89%