Invesco Oppenheimer Manager Performance Evaluation

OSDIX -- USA Fund  

USD 5.06  0.00  0.00%

The fund retains Market Volatility (i.e. Beta) of 0.0 which attests that the returns on MARKET and Invesco Oppenheimer are completely uncorrelated. Although it is extremely important to respect Invesco Oppenheimer current price history, it is better to be realistic regarding the information on equity current price movements. The philosophy towards determining future performance of any fund is to evaluate the business as a whole together with its past performance including all available fundamental and technical indicators. By evaluating Invesco Oppenheimer technical indicators you can presently evaluate if the expected return of 0.0% will be sustainable into the future.

Risk-Adjusted Fund Performance

Over the last 30 days Invesco Oppenheimer Ultra Short has generated negative risk-adjusted returns adding no value to fund investors. Inspite fairly strong basic indicators, Invesco Oppenheimer is not utilizing all of its potentials. The current stock price disturbance, may contribute to short term losses for the investors.
Fifty Two Week Low5.05
Fifty Two Week High5.06
Annual Report Expense Ratio0.25%
Horizon     30 Days    Login   to change

Invesco Oppenheimer Relative Risk vs. Return Landscape

If you would invest  506.00  in Invesco Oppenheimer Ultra Short on November 8, 2019 and sell it today you would earn a total of  0.00  from holding Invesco Oppenheimer Ultra Short or generate 0.0% return on investment over 30 days. Invesco Oppenheimer Ultra Short is currently producing negative expected returns and takes up 0.0% volatility of returns over 30 trading days. Put another way, 0% 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 (%) 
      Risk (%) 

Invesco Oppenheimer Current Valuation

Fairly Valued
December 8, 2019
Real Value
Invesco Oppenheimer is very steady asset. Invesco Oppenheimer retains regular Real Value of $5.06 per share. The prevalent price of the fund is $5.06. At this time the entity appears to be fairly valued. We determine the value of Invesco Oppenheimer from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage to acquire undervalued assets and to sell overvalued assets since at some point stocks prices and their ongoing real values will come together.

Invesco Oppenheimer Market Risk Analysis

Sharpe Ratio = 0.0
Good Returns
Average Returns
Small Returns
Based on monthly moving average Invesco Oppenheimer is performing at about 0% 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 Invesco Oppenheimer by adding it to a well-diversified portfolio.

Invesco Oppenheimer Alerts

Equity Alerts and Improvement Suggestions

Invesco Oppenheimer generates negative expected return over the last 30 days
The fund maintains about 75.49% of its assets in cash
Additionally take a look at Your Equity Center. Please also try Bollinger Bands module to use bollinger bands indicator to analyze target price for a given investing horizon.