Oppenheimer Main St Fund Manager Performance Evaluation
| OMSOX Fund | USD 25.03 0.34 1.38% |
The fund holds a Beta of 1.01, which implies a somewhat significant risk relative to the market. Oppenheimer Main returns are very sensitive to returns on the market. As the market goes up or down, Oppenheimer Main is expected to follow.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Oppenheimer Main St are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Oppenheimer Main may actually be approaching a critical reversion point that can send shares even higher in May 2024.
...more| Expense Ratio Date | 28th of February 2023 | |
| Expense Ratio | 1.0600 |
Oppenheimer |
Oppenheimer Main Relative Risk vs. Return Landscape
If you would invest 2,348 in Oppenheimer Main St on January 25, 2024 and sell it today you would earn a total of 155.00 from holding Oppenheimer Main St or generate 6.6% return on investment over 90 days. Oppenheimer Main St is currently producing 0.1046% returns and takes up 0.7875% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Oppenheimer, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Oppenheimer Main Current Valuation
Undervalued
Today
Please note that Oppenheimer Main's price fluctuation is out of control at this time. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. Oppenheimer Main recent Real Value cannot be determined due to lack of data. The prevailing price of Oppenheimer Main is $25.03. We determine the value of Oppenheimer Main from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Our valuation method for Oppenheimer Main St is useful when determining the fair value of the Oppenheimer mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Oppenheimer Main. Since Oppenheimer Main is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Oppenheimer Mutual Fund. However, Oppenheimer Main's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 25.03 | Real 0.0 | Hype 0.0 | Naive 24.67 |
The real value of Oppenheimer Mutual Fund, also known as its intrinsic value, is the underlying worth of Oppenheimer Main Mutual Fund, which is reflected in its stock price. It is based on Oppenheimer Main's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Oppenheimer Main's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Oppenheimer Main's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Oppenheimer Main St helps investors to forecast how Oppenheimer mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Oppenheimer Main more accurately as focusing exclusively on Oppenheimer Main's fundamentals will not take into account other important factors: Oppenheimer Main Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Oppenheimer Main's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Oppenheimer Main St, and traders can use it to determine the average amount a Oppenheimer Main's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1328
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| Cash | OMSOX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.79 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Oppenheimer Main is performing at about 10% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Oppenheimer Main by adding it to a well-diversified portfolio.
Oppenheimer Main Fundamentals Growth
Oppenheimer Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Oppenheimer Main, and Oppenheimer Main fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Oppenheimer Mutual Fund performance.
| Price To Earning | 21.22 X | |||
| Price To Book | 2.77 X | |||
| Price To Sales | 2.37 X | |||
| Total Asset | 1.04 B | |||
About Oppenheimer Main Performance
To evaluate Oppenheimer Main Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Oppenheimer Main generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Oppenheimer Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Oppenheimer Main market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Oppenheimer's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The fund invests primarily in common stock of U.S. companies of any market capitalization size. The fund aims to maintain a diversified portfolio across major economic sectors by applying investment parameters for both sector and position size. The portfolio also includes both growth and value stocks.Things to note about Oppenheimer Main performance evaluation
Checking the ongoing alerts about Oppenheimer Main for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Oppenheimer Main help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Oppenheimer Main's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Oppenheimer Main's mutual fund performance include:- Analyzing Oppenheimer Main's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Oppenheimer Main's stock is overvalued or undervalued compared to its peers.
- Examining Oppenheimer Main's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Oppenheimer Main's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Oppenheimer Main's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Oppenheimer Main's mutual fund. These opinions can provide insight into Oppenheimer Main's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Oppenheimer Main St. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in persons. You can also try the Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.