The entity holds Beta of 0.26 which implies as returns on market increase, Oakmark returns are expected to increase less than the market. However during bear market, the loss on holding Oakmark will be expected to be smaller as well.. Even though it is essential to pay attention to Oakmark International II
current trading patterns, it is always good to be careful when utilizing equity existing price patterns
. Macroaxis philosophy towards forecasting future performance of any fund is to check both, its past performance charts as well as the business as a whole, including all available technical indicators
. Oakmark International II exposes twenty-one different technical indicators which can help you to evaluate its performance.
Relative Risk vs. Return Landscape
If you would invest 2,647
in Oakmark International II on November 10, 2013
and sell it today you would lose (2.00)
from holding Oakmark International II or give up 0.08%
of portfolio value over 30
days. Oakmark International II is currently producing negative expected returns and takes up 0.68% volatility of returns over 30 trading days. Put another way, 7% of traded equities are less volatile than the company and 99% of traded equity instruments are likely to generate higher returns over the next 30 trading days.
Daily Expected Return (%)
Assuming 30 trading days horizon, Oakmark International II is expected to under-perform the market. In addition to that, the company is 1.51 times more volatile than its market benchmark. It trades about -0.01 of its total potential returns per unit of risk. The S&P 500 is currently generating roughly 0.22 per unit of volatility.
Manager Realized Returns
The fund invests primarily in a diversified portfolio of common stocks of nonU
Oakmark Price to Book
Based on latest financial disclosure the price to book indicator of Oakmark International II is roughly 1.46 times. This is 10.43% lower than that of Oakmark family, and 6.57% higher than that of Foreign Large Blend
category, The Price to Book for all funds is 55.32% lower than the firm.
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
Oakmark Year to Date Return
Oakmark International II has Year to Date Return of 23.42%. This is 5.94% lower than that of Oakmark family, and 9.66% lower than that of Foreign Large Blend
category, The Year to Date Return for all funds is 348.66% lower than the firm.
Year-To-Date typically refers to a period starting from the beginning of the current year, and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.