Oppenheimer Moderate Ten Year Return vs. Price to Book

OYMIX Fund  USD 11.22  0.08  0.72%   
Based on the measurements of profitability obtained from Oppenheimer Moderate's financial statements, Oppenheimer Moderate Invstr may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in April. Profitability indicators assess Oppenheimer Moderate's ability to earn profits and add value for shareholders.
For Oppenheimer Moderate profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Oppenheimer Moderate to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Oppenheimer Moderate Invstr utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Oppenheimer Moderate's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Oppenheimer Moderate Invstr over time as well as its relative position and ranking within its peers.
  
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Please note, there is a significant difference between Oppenheimer Moderate's value and its price as these two are different measures arrived at by different means. Investors typically determine if Oppenheimer Moderate is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Oppenheimer Moderate'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.

Oppenheimer Moderate Price to Book vs. Ten Year Return Fundamental Analysis

Oppenheimer Price to Book vs. Ten Year Return

Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.

Oppenheimer Moderate

Ten Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
6.67 %
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.

Oppenheimer Moderate

 = 
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Use Oppenheimer Moderate 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 Moderate 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 Moderate will appreciate offsetting losses from the drop in the long position's value.

Oppenheimer Moderate Pair Trading

Oppenheimer Moderate Invstr Pair Trading Analysis

The ability to find closely correlated positions to Oppenheimer Moderate could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Oppenheimer Moderate 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 Oppenheimer Moderate - 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 Oppenheimer Moderate Invstr to buy it.
The correlation of Oppenheimer Moderate 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 Oppenheimer Moderate moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Oppenheimer Moderate 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 Oppenheimer Moderate 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.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Oppenheimer Moderate position

In addition to having Oppenheimer Moderate 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.

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Run Long Short Funds Thematic Idea Now

Long Short Funds
Long Short Funds Theme
Funds or Etfs that are designed to hedge away market risk by investing in combination of bonds, stocks, derivative instruments as well as short positions to maximize returns irrespective of market conditions. The Long Short Funds theme has 38 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 Long Short Funds Theme or any other thematic opportunities.
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You can also try the Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.

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When running Oppenheimer Moderate's price analysis, check to measure Oppenheimer Moderate's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Oppenheimer Moderate is operating at the current time. Most of Oppenheimer Moderate's value examination focuses on studying past and present price action to predict the probability of Oppenheimer Moderate's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Oppenheimer Moderate's price. Additionally, you may evaluate how the addition of Oppenheimer Moderate to your portfolios can decrease your overall portfolio volatility.
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To fully project Oppenheimer Moderate's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Oppenheimer Moderate at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Oppenheimer Moderate's income statement, its balance sheet, and the statement of cash flows.
Potential Oppenheimer Moderate investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Oppenheimer Moderate investors may work on each financial statement separately, they are all related. The changes in Oppenheimer Moderate's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Oppenheimer Moderate's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.