Oakmark International Financials
| OAYEX Fund | USD 19.16 0.10 0.52% |
Oakmark |
Please note that past performance is not an indicator of the future performance of Oakmark International, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Oakmark International Fund Summary
Oakmark International competes with Deutsche Multi, Qs Moderate, Qs Moderate, Strategic Allocation, and Great-west Moderately. The fund invests primarily in a diversified portfolio of common stocks of non-U.S. companies. It invests at least 80 percent of its net assets in the stocks of small cap companies. A small cap company is one whose market capitalization is no greater than the largest market capitalization of any company included in the SP EPAC Small Cap Index. The fund may invest in non-U.S. markets throughout the world, including emerging markets. It will invest in the securities of at least five countries outside the U.S.Specialization | Foreign Small/Mid Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Harris Associates LP |
| Mutual Fund Family | Oakmark |
| Mutual Fund Category | Foreign Small/Mid Value |
| Benchmark | NYSE Composite |
| Phone | 800 625 6275 |
| Currency | USD - US Dollar |
You should never invest in Oakmark International Small without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Oakmark Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Oakmark International's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Oakmark International Key Financial Ratios
Generally speaking, Oakmark International's financial ratios allow both analysts and investors to convert raw data from Oakmark International's financial statements into concise, actionable information that can be used to evaluate the performance of Oakmark International over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Oakmark International reports annually and quarterly.Oakmark Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Oakmark International's current stock value. Our valuation model uses many indicators to compare Oakmark International value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Oakmark International competition to find correlations between indicators driving Oakmark International's intrinsic value. More Info.Oakmark International Small is number one fund in price to earning among similar funds. It is number one fund in annual yield among similar funds fabricating about 0.01 of Annual Yield per Price To Earning. The ratio of Price To Earning to Annual Yield for Oakmark International Small is roughly 117.59 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Oakmark International by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Oakmark International's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Oakmark International's earnings, one of the primary drivers of an investment's value.Oakmark International Systematic Risk
Oakmark International's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Oakmark International volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Oakmark International correlated with the market. If Beta is less than 0 Oakmark International generally moves in the opposite direction as compared to the market. If Oakmark International Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Oakmark International is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Oakmark International is generally in the same direction as the market. If Beta > 1 Oakmark International moves generally in the same direction as, but more than the movement of the benchmark.
Oakmark International April 25, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Oakmark International help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Oakmark International Small. We use our internally-developed statistical techniques to arrive at the intrinsic value of Oakmark International Small based on widely used predictive technical indicators. In general, we focus on analyzing Oakmark Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Oakmark International's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.793 | |||
| Information Ratio | (0.04) | |||
| Maximum Drawdown | 3.13 | |||
| Value At Risk | (1.10) | |||
| Potential Upside | 1.23 |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Oakmark International Small. 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 income. Note that the Oakmark International information on this page should be used as a complementary analysis to other Oakmark International's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Cryptocurrency Center module to build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency.