Oppenheimer Gbl Alloc Fund Ten Year Return

QGRYX Fund  USD 19.16  0.03  0.16%   
Oppenheimer Gbl Alloc fundamentals help investors to digest information that contributes to Oppenheimer Gbl's financial success or failures. It also enables traders to predict the movement of Oppenheimer Mutual Fund. The fundamental analysis module provides a way to measure Oppenheimer Gbl's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Oppenheimer Gbl mutual fund.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Oppenheimer Ten Year Return Analysis

Oppenheimer Gbl's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.

Ten Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Ten Year Return | All Equity Analysis

Current Oppenheimer Gbl Ten Year Return

    
  5.40 %  
Most of Oppenheimer Gbl's fundamental indicators, such as Ten Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Oppenheimer Gbl Alloc is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Competition

Oppenheimer Gbl Ten Year Return Component Assessment

Based on the latest financial disclosure, Oppenheimer Gbl Alloc has a Ten Year Return of 5.4%. This is much higher than that of the OppenheimerFunds family and significantly higher than that of the World Allocation category. The ten year return for all United States funds is notably lower than that of the firm.

Oppenheimer Ten Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Oppenheimer Gbl's direct or indirect competition against its Ten Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Oppenheimer Gbl could also be used in its relative valuation, which is a method of valuing Oppenheimer Gbl by comparing valuation metrics of similar companies.
Oppenheimer Gbl is currently under evaluation in ten year return among similar funds.

Fund Asset Allocation for Oppenheimer Gbl

The fund invests 53.6% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (23.02%) , cash (20.88%) and various exotic instruments.
Asset allocation divides Oppenheimer Gbl's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.

Oppenheimer Fundamentals

About Oppenheimer Gbl Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Oppenheimer Gbl Alloc's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Oppenheimer Gbl using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Oppenheimer Gbl Alloc based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
The fund allocates its assets among equity securities, fixed-income securities, and various other types of investments, including ETFs, from all over the world. Generally, there are no geographic restrictions on where the fund may invest and no restrictions on the amount of the funds assets that can be invested in either U.S. or foreign securities, including securities of issuers in developing and emerging markets. The fund may invest in debt securities of any kind and of varying duration and maturities. It may invest in below-investment-grade debt securities, including distressed securities.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Oppenheimer Gbl in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Oppenheimer Gbl's short interest history, or implied volatility extrapolated from Oppenheimer Gbl options trading.

Becoming a Better Investor with Macroaxis

Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as Oppenheimer Gbl Alloc using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.

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Check out Oppenheimer Gbl Piotroski F Score and Oppenheimer Gbl Altman Z Score analysis.
You can also try the Analyst Advice module to analyst recommendations and target price estimates broken down by several categories.

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When running Oppenheimer Gbl's price analysis, check to measure Oppenheimer Gbl's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Oppenheimer Gbl is operating at the current time. Most of Oppenheimer Gbl's value examination focuses on studying past and present price action to predict the probability of Oppenheimer Gbl's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Oppenheimer Gbl's price. Additionally, you may evaluate how the addition of Oppenheimer Gbl to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Oppenheimer Gbl's value and its price as these two are different measures arrived at by different means. Investors typically determine if Oppenheimer Gbl is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Oppenheimer Gbl's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.