Oppenheimer Global Fd Fund One Year Return
| OGLIX Fund | USD 98.38 0.39 0.39% |
Oppenheimer Global Fd fundamentals help investors to digest information that contributes to Oppenheimer Global'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 Global'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 Global mutual fund.
Oppenheimer |
Oppenheimer Global Fd Mutual Fund One Year Return Analysis
Oppenheimer Global's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Oppenheimer Global One Year Return | 30.16 % |
Most of Oppenheimer Global's fundamental indicators, such as One 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 Global Fd is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
| Competition |
Based on the recorded statements, Oppenheimer Global Fd has an One Year Return of 30.164%. This is much higher than that of the OppenheimerFunds family and significantly higher than that of the World Large-Stock Growth category. The one year return for all United States funds is notably lower than that of the firm.
Oppenheimer One Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Oppenheimer Global's direct or indirect competition against its One 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 Global could also be used in its relative valuation, which is a method of valuing Oppenheimer Global by comparing valuation metrics of similar companies.Oppenheimer Global is currently under evaluation in one year return among similar funds.
Fund Asset Allocation for Oppenheimer Global
The fund invests 99.59% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.41%) .Asset allocation divides Oppenheimer Global'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
| Price To Earning | 18.59 X | |||
| Price To Book | 2.09 X | |||
| Price To Sales | 1.53 X | |||
| Total Asset | 13.99 B | |||
| Year To Date Return | 8.78 % | |||
| One Year Return | 30.16 % | |||
| Three Year Return | 3.11 % | |||
| Five Year Return | 10.10 % | |||
| Ten Year Return | 10.63 % | |||
| Net Asset | 11.25 B | |||
| Cash Position Weight | 0.41 % | |||
| Equity Positions Weight | 99.59 % |
About Oppenheimer Global Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Oppenheimer Global Fd's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Oppenheimer Global using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Oppenheimer Global Fd 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.
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 Global 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 Global's short interest history, or implied volatility extrapolated from Oppenheimer Global options trading.
Building efficient market-beating portfolios requires time, education, and a lot of computing power!
The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.
Try AI Portfolio ArchitectCheck out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Oppenheimer Global Fd. 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 gross domestic product. You can also try the Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.