Oppenheimer International Diversified Fund Manager Performance Evaluation
OIDAX Fund | USD 15.81 0.19 1.22% |
The fund holds a Beta of 1.01, which implies a somewhat significant risk relative to the market. Oppenheimer International returns are very sensitive to returns on the market. As the market goes up or down, Oppenheimer International is expected to follow.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Oppenheimer International Diversified are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Oppenheimer International is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreExpense Ratio Date | 28th of April 2023 | |
Expense Ratio | 1.2700 |
Oppenheimer |
Oppenheimer International Relative Risk vs. Return Landscape
If you would invest 1,560 in Oppenheimer International Diversified on January 24, 2024 and sell it today you would earn a total of 21.00 from holding Oppenheimer International Diversified or generate 1.35% return on investment over 90 days. Oppenheimer International Diversified is currently producing 0.0242% returns and takes up 0.7352% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Oppenheimer, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
Risk |
Oppenheimer International Current Valuation
Fairly Valued
Today
Please note that Oppenheimer International's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Oppenheimer International holds a recent Real Value of $15.9 per share. The prevailing price of the fund is $15.81. We determine the value of Oppenheimer International 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 International Diversified 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 International. Since Oppenheimer International is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Oppenheimer Mutual Fund. However, Oppenheimer International'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 15.81 | Real 15.9 | Hype 15.81 |
The real value of Oppenheimer Mutual Fund, also known as its intrinsic value, is the underlying worth of Oppenheimer International Mutual Fund, which is reflected in its stock price. It is based on Oppenheimer International's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Oppenheimer International'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 International'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 International Diversified 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 International more accurately as focusing exclusively on Oppenheimer International's fundamentals will not take into account other important factors: Oppenheimer International Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Oppenheimer International's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Oppenheimer International Diversified, and traders can use it to determine the average amount a Oppenheimer International'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 = 0.033
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Cash | Small Risk | Average Risk | High Risk | Huge Risk |
Negative Returns | OIDAX |
Estimated Market Risk
0.74 actual daily | 6 94% of assets are more volatile |
Expected Return
0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Oppenheimer International is performing at about 2% 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 International by adding it to a well-diversified portfolio.
Oppenheimer International Fundamentals Growth
Oppenheimer Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Oppenheimer International, and Oppenheimer International 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 | 19.21 X | ||||
Price To Book | 2.43 X | ||||
Price To Sales | 1.48 X | ||||
Total Asset | 878.02 M | ||||
About Oppenheimer International Performance
To evaluate Oppenheimer International 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 International 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 International 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 is a special type of mutual fund known as a fund of funds because it primarily invests in other mutual funds. Certain underlying funds may invest 100 percent of their assets in securities of foreign companies. Some underlying funds may invest in emerging or developing markets as well as in developed markets throughout the world. It will typically invest in a minimum of three of the underlying funds and will not invest more than 50 percent of its net assets in any single underlying fund.Things to note about Oppenheimer International performance evaluation
Checking the ongoing alerts about Oppenheimer International for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Oppenheimer International help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.The fund generated three year return of -6.0% | |
Oppenheimer International maintains 95.0% of its assets in stocks |
- Analyzing Oppenheimer International'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 International's stock is overvalued or undervalued compared to its peers.
- Examining Oppenheimer International'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 International's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Oppenheimer International's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Oppenheimer International's mutual fund. These opinions can provide insight into Oppenheimer International'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 International Diversified. 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 nation. Note that the Oppenheimer International information on this page should be used as a complementary analysis to other Oppenheimer 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 Equity Search module to search for actively traded equities including funds and ETFs from over 30 global markets.