Oakmark Bond Financials
| OAYCX Fund | USD 8.97 0.03 0.34% |
Oakmark |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Oakmark Bond Fund Summary
Oakmark Bond competes with Oakmark International, Oakmark Fund, Oakmark Select, Oakmark Global, and Oakmark International. The fund invests primarily in a diversified portfolio of bonds and other fixed-income securities. Under normal market conditions, it invests at least 25 percent of its assets in investment-grade fixed-income securities and may invest up to 35 percent of its assets in below investment-grade fixed-income securities .| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Harris Associates LP |
| Mutual Fund Family | Oakmark |
| Mutual Fund Category | Intermediate Core-Plus Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 625 6275 |
| Currency | USD - US Dollar |
Oakmark Bond Key Financial Ratios
Oakmark Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Oakmark Bond's current stock value. Our valuation model uses many indicators to compare Oakmark Bond value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Oakmark Bond competition to find correlations between indicators driving Oakmark Bond's intrinsic value. More Info.Oakmark Bond is number one fund in net asset among similar funds. It also is number one fund in minimum initial investment among similar funds . The ratio of Net Asset to Minimum Initial Investment for Oakmark Bond is about 971.30 . 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 Oakmark Bond's earnings, one of the primary drivers of an investment's value.Oakmark Bond Systematic Risk
Oakmark Bond's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Oakmark Bond volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Oakmark Bond correlated with the market. If Beta is less than 0 Oakmark Bond generally moves in the opposite direction as compared to the market. If Oakmark Bond Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Oakmark Bond is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Oakmark Bond is generally in the same direction as the market. If Beta > 1 Oakmark Bond moves generally in the same direction as, but more than the movement of the benchmark.
Oakmark Bond November 30, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Oakmark Bond help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Oakmark Bond. We use our internally-developed statistical techniques to arrive at the intrinsic value of Oakmark Bond based on widely used predictive technical indicators. In general, we focus on analyzing Oakmark Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Oakmark Bond's daily price indicators and compare them against related drivers.
| Information Ratio | (0.50) | |||
| Maximum Drawdown | 1.24 | |||
| Value At Risk | (0.56) | |||
| Potential Upside | 0.4464 |
Other Information on Investing in Oakmark Mutual Fund
Oakmark Bond financial ratios help investors to determine whether Oakmark 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 Oakmark with respect to the benefits of owning Oakmark Bond security.
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Commodity Directory Find actively traded commodities issued by global exchanges | |
| Money Managers Screen money managers from public funds and ETFs managed around the world |