Oppenheimer Main Street Fund Manager Performance Evaluation

OSCNX Fund  USD 24.45  0.08  0.33%   
The fund holds a Beta of 0.11, which implies not very significant fluctuations relative to the market. As returns on the market increase, Oppenheimer Main's returns are expected to increase less than the market. However, during the bear market, the loss of holding Oppenheimer Main is expected to be smaller as well.

Risk-Adjusted Performance

16 of 100

 
Weak
 
Strong
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Oppenheimer Main Street are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Oppenheimer Main showed solid returns over the last few months and may actually be approaching a breakup point.
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Expense Ratio1.3300
  

Oppenheimer Main Relative Risk vs. Return Landscape

If you would invest  2,119  in Oppenheimer Main Street on September 7, 2024 and sell it today you would earn a total of  326.00  from holding Oppenheimer Main Street or generate 15.38% return on investment over 90 days. Oppenheimer Main Street is currently producing 0.2337% returns and takes up 1.1348% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Oppenheimer, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Oppenheimer Main is expected to generate 1.57 times more return on investment than the market. However, the company is 1.57 times more volatile than its market benchmark. It trades about 0.21 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.2 per unit of risk.

Oppenheimer Main Current Valuation

Fairly Valued
Today
24.45
Please note that Oppenheimer Main's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Oppenheimer Main Street holds a recent Real Value of $24.06 per share. The prevailing price of the fund is $24.45. We determine the value of Oppenheimer Main Street 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.
Since Oppenheimer Main is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Oppenheimer Mutual Fund. However, Oppenheimer Main'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  24.45 Real  24.06 Hype  24.45 Naive  24.69
The intrinsic value of Oppenheimer Main'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 Main'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.
24.06
Real Value
25.19
Upside
Estimating the potential upside or downside of Oppenheimer Main Street 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 Main more accurately as focusing exclusively on Oppenheimer Main's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
22.3823.7525.12
Details
Hype
Prediction
LowEstimatedHigh
23.3224.4525.58
Details
Naive
Forecast
LowNext ValueHigh
23.5624.6925.83
Details

Oppenheimer Main Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Oppenheimer Main's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Oppenheimer Main Street, and traders can use it to determine the average amount a Oppenheimer Main'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 = 0.2059

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Estimated Market Risk

 1.13
  actual daily
10
90% of assets are more volatile

Expected Return

 0.23
  actual daily
4
96% of assets have higher returns

Risk-Adjusted Return

 0.21
  actual daily
16
84% of assets perform better
Based on monthly moving average Oppenheimer Main is performing at about 16% 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 Main by adding it to a well-diversified portfolio.

Oppenheimer Main Fundamentals Growth

Oppenheimer Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Oppenheimer Main, and Oppenheimer Main 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.

About Oppenheimer Main Performance

Evaluating Oppenheimer Main's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Oppenheimer Main has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Oppenheimer Main has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its net assets, including any borrowings for investment purposes, in securities of small-cap companies. The funds manager considers a small-cap company to be one that has a market capitalization in the range of market capitalizations of the largest and smallest capitalized companies included in the Russell 2000 Index. The fund primarily invests in common stock but may also invest in other types of securities that are consistent with its investment objective.

Things to note about Oppenheimer Main Street performance evaluation

Checking the ongoing alerts about Oppenheimer Main for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Oppenheimer Main Street help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund maintains 98.59% of its assets in stocks
Evaluating Oppenheimer Main's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Oppenheimer Main's mutual fund performance include:
  • Analyzing Oppenheimer Main'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 Main's stock is overvalued or undervalued compared to its peers.
  • Examining Oppenheimer Main'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 Main's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Oppenheimer Main's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Oppenheimer Main's mutual fund. These opinions can provide insight into Oppenheimer Main's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Oppenheimer Main's mutual fund performance is not an exact science, and many factors can impact Oppenheimer Main's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Oppenheimer Mutual Fund

Oppenheimer Main financial ratios help investors to determine whether Oppenheimer Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Oppenheimer with respect to the benefits of owning Oppenheimer Main security.
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