Oppenheimer Ultra Profitability Analysis
Based on the key profitability measurements obtained from Oppenheimer Ultra's financial statements, Oppenheimer Ultra Short Duration may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in May. Profitability indicators assess Oppenheimer Ultra's ability to earn profits and add value for shareholders.
Check out Your Equity Center to better understand how to build diversified portfolios. 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.
Please note, there is a significant difference between Oppenheimer Ultra's value and its price as these two are different measures arrived at by different means. Investors typically determine if Oppenheimer Ultra is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Oppenheimer Ultra'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.
For Oppenheimer Ultra profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Oppenheimer Ultra to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Oppenheimer Ultra Short Duration utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Oppenheimer Ultra's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Oppenheimer Ultra Short Duration over time as well as its relative position and ranking within its peers.
Oppenheimer |
Oppenheimer Ultra Short Three Year Return vs. One Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Oppenheimer Ultra's current stock value. Our valuation model uses many indicators to compare Oppenheimer Ultra value to that of its competitors to determine the firm's financial worth. Oppenheimer Ultra Short Duration is number one fund in one year return among similar funds. It is number one fund in three year return among similar funds reporting about 0.87 of Three Year Return per One Year Return. The ratio of One Year Return to Three Year Return for Oppenheimer Ultra Short Duration is roughly 1.14 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Oppenheimer Ultra by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Oppenheimer Ultra'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 Oppenheimer Ultra's earnings, one of the primary drivers of an investment's value.Oppenheimer Three Year Return vs. One Year Return
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.
Oppenheimer Ultra |
| = | 2.39 % |
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.
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Oppenheimer Ultra |
| = | 2.09 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Oppenheimer Three Year Return Comparison
Oppenheimer Ultra is currently under evaluation in three year return among similar funds.
Oppenheimer Ultra Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Oppenheimer Ultra, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Oppenheimer Ultra will eventually generate negative long term returns. The profitability progress is the general direction of Oppenheimer Ultra's change in net profit over the period of time. It can combine multiple indicators of Oppenheimer Ultra, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Under normal market conditions, the fund invests in short-term, fixed and floating rate, U.S. dollar denominated, investment-grade debt securities. Invesco Oppenheimer is traded on NAS Exchange in the United States.
Oppenheimer Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Oppenheimer Ultra. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Oppenheimer Ultra position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Oppenheimer Ultra's important profitability drivers and their relationship over time.
Use Oppenheimer Ultra in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Oppenheimer Ultra position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Oppenheimer Ultra will appreciate offsetting losses from the drop in the long position's value.Oppenheimer Ultra Pair Trading
Oppenheimer Ultra Short Duration Pair Trading Analysis
The ability to find closely correlated positions to Coca Cola could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Coca Cola when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Coca Cola - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling The Coca Cola to buy it.
The correlation of Coca Cola is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Coca Cola moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Coca Cola moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Coca Cola can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Oppenheimer Ultra position
In addition to having Oppenheimer Ultra in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run World Allocation Funds Thematic Idea Now
World Allocation Funds
Funds or Etfs investing in stocks, bonds, and cash of domestic markets as well as in markets of Canada, Japan, and Europe. The World Allocation Funds theme has 40 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize World Allocation Funds Theme or any other thematic opportunities.
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Check out Your Equity Center to better understand how to build diversified portfolios. 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 Crypto Correlations module to use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins.
Other Consideration for investing in Oppenheimer Mutual Fund
If you are still planning to invest in Oppenheimer Ultra Short check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Oppenheimer Ultra's history and understand the potential risks before investing.
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