Oakmark Select Fund Price on October 25, 3124
| OAZLX Fund | USD 83.48 0.23 0.27% |
If you're considering investing in Oakmark Mutual Fund, it is important to understand the factors that can impact its price. As of today, the current price of Oakmark Select stands at 83.48, as last reported on the 11th of December 2024, with the highest price reaching 83.48 and the lowest price hitting 83.48 during the day. Oakmark Select appears to be very steady, given 3 months investment horizon. Oakmark Select maintains Sharpe Ratio (i.e., Efficiency) of 0.26, which implies the entity had a 0.26% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Oakmark Select, which you can use to evaluate the volatility of the fund. Please evaluate Oakmark Select's Risk Adjusted Performance of 0.1756, semi deviation of 0.2441, and Coefficient Of Variation of 415.56 to confirm if our risk estimates are consistent with your expectations.
Oakmark Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Oakmark |
Sharpe Ratio = 0.2636
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Estimated Market Risk
| 0.87 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.23 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.26 actual daily | 20 80% of assets perform better |
Based on monthly moving average Oakmark Select is performing at about 20% 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 Select by adding it to a well-diversified portfolio.
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.
About Oakmark Select Mutual Fund history
Oakmark Select 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 Select 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 Select stock prices may prove useful in developing a viable investing in Oakmark Select
The fund invests primarily in common stocks of U.S. companies. It could own as few as twelve securities, but generally will have approximately twenty securities in its portfolio and as a result, a higher percentage of the funds total assets may at times be invested in a particular sector or industry. It generally invests in the securities of large- and mid-capitalization companies. The fund uses a value investment philosophy in selecting equity securities. It is non-diversified.
Oakmark Select Mutual Fund Technical Analysis
Oakmark Select 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 Select Period Price Range
Low | December 11, 2024
| High |
0.00 | 0.00 |
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Oakmark Select December 11, 2024 Market Strength
Market strength indicators help investors to evaluate how Oakmark Select 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 Select shares will generate the highest return on investment. By undertsting and applying Oakmark Select mutual fund market strength indicators, traders can identify Oakmark Select entry and exit signals to maximize returns
Oakmark Select Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Oakmark Select'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 | 0.1756 | |||
| Jensen Alpha | 0.0822 | |||
| Total Risk Alpha | 0.0624 | |||
| Sortino Ratio | 0.1391 | |||
| Treynor Ratio | 0.1929 |
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| Volume Indicators |
Other Information on Investing in Oakmark Mutual Fund
Oakmark Select 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 Select security.
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| Technical Analysis Check basic technical indicators and analysis based on most latest market data |