Oppenheimer Ultra Financial Statements From 2010 to 2026
Oppenheimer Ultra's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Oppenheimer Ultra's valuation are provided below:Oppenheimer Ultra Short Duration does not presently have any trending fundamental ratios for analysis.
This module can also supplement various Oppenheimer Ultra Technical models . 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 closely tied with the direction of predictive economic indicators such as signals in gross domestic product.
Check Oppenheimer Ultra financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Oppenheimer Ultra's main balance sheet or income statement drivers, such as , as well as many indicators such as . Oppenheimer financial statements analysis is a perfect complement when working with Oppenheimer Ultra Valuation or Volatility modules.
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Oppenheimer Ultra Short Duration Mutual Fund One Year Return Analysis
Oppenheimer Ultra'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 Ultra One Year Return | 2.39 % |
Most of Oppenheimer Ultra'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 Ultra Short Duration 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.
CompetitionBased on the recorded statements, Oppenheimer Ultra Short Duration has an One Year Return of 2.39%. This is much higher than that of the Invesco family and significantly higher than that of the Ultrashort Bond category. The one year return for all United States funds is notably lower than that of the firm.
Oppenheimer Ultra Short Fundamental Drivers Relationships
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. You can analyze the relationship between different fundamental ratios across Oppenheimer Ultra competition to find correlations between indicators driving Oppenheimer Ultra's intrinsic value. More Info.Oppenheimer Ultra Short Duration is number one fund in one year return among similar funds. It also 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 . 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.Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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 closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Risk-Return Analysis module to view associations between returns expected from investment and the risk you assume.
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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