Oakmark Equity And Fund Price on October 15, 2024
| OAKBX Fund | USD 37.18 0.18 0.49% |
Below is the normalized historical share price chart for Oakmark Equity And extending back to June 25, 1996. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Oakmark Equity stands at 37.18, as last reported on the 23rd of November, with the highest price reaching 37.18 and the lowest price hitting 37.18 during the day.
If you're considering investing in Oakmark Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Oakmark Mutual Fund to be very steady. Oakmark Equity And maintains Sharpe Ratio (i.e., Efficiency) of 0.13, which implies the entity had a 0.13% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Oakmark Equity And, which you can use to evaluate the volatility of the fund. Please check Oakmark Equity's Risk Adjusted Performance of 0.1176, coefficient of variation of 625.55, and Semi Deviation of 0.3183 to confirm if the risk estimate we provide is consistent with the expected return of 0.0642%.
Oakmark Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Oakmark |
Sharpe Ratio = 0.1288
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| Cash | OAKBX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.5 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Oakmark Equity is performing at about 10% 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 Oakmark Equity by adding it to a well-diversified portfolio.
Oakmark Equity Valuation on October 15, 2024
It is possible to determine the worth of Oakmark Equity on a given historical date. On October 15, 2024 Oakmark was worth 36.22 at the beginning of the trading date compared to the closed value of 36.22. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Oakmark Equity mutual fund. Still, in general, we apply an absolute valuation method to find Oakmark Equity's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Oakmark Equity where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Oakmark Equity's related companies.
| Open | High | Low | Close | Volume | |
| 36.24 | 36.24 | 36.24 | 36.24 | 1.00 | |
10/15/2024 | 36.22 | 36.22 | 36.22 | 36.22 | 1.00 |
| 36.46 | 36.46 | 36.46 | 36.46 | 1.00 |
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Oakmark Equity Trading Date Momentum on October 15, 2024
| On October 16 2024 Oakmark Equity And was traded for 36.46 at the closing time. The highest daily price throughout the period was 36.46 and the lowest price was 36.46 . There was no trading activity during the period 1.0. Lack of trading volume on 10/16/2024 added to the next day price jump. The trading delta at closing time to closing price of the next trading day was 0.66% . The trading delta at closing time to current closing price is 0.44% . |
Oakmark Equity And Fundamentals Correlations and Trends
By evaluating Oakmark Equity's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Oakmark Equity's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Oakmark financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Oakmark Equity Mutual Fund history
Oakmark Equity investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Oakmark is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Oakmark Equity And will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Oakmark Equity stock prices may prove useful in developing a viable investing in Oakmark Equity
The fund invests primarily in a diversified portfolio of U.S. equity and debt securities. It is intended to present a balanced investment program between growth and income by investing approximately 40-75 percent of its total assets in common stock, including securities convertible into common stock, and up to 60 percent of its total assets in debt securities issued by U.S. government or any of its agencies or instrumentalities, non U.S. governments, and corporate entities rated at the time of purchase within the two highest ratings assigned by Moodys Investors Service, Inc. or by SP Global Ratings.
Oakmark Equity Mutual Fund Technical Analysis
Oakmark Equity technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Oakmark Equity Period Price Range
Low | November 23, 2024
| High |
0.00 | 0.00 |
Oakmark Equity And cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Oakmark Equity November 23, 2024 Market Strength
Market strength indicators help investors to evaluate how Oakmark Equity mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Oakmark Equity shares will generate the highest return on investment. By undertsting and applying Oakmark Equity mutual fund market strength indicators, traders can identify Oakmark Equity And entry and exit signals to maximize returns
Oakmark Equity Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Oakmark Equity's price direction in advance. Along with the technical and fundamental analysis of Oakmark Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Oakmark to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.1176 | |||
| Jensen Alpha | 0.0012 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.10) | |||
| Treynor Ratio | 0.1228 |
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Other Information on Investing in Oakmark Mutual Fund
Oakmark Equity 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 Equity security.
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