Oppenheimer Capital Appreciation Fund Price on May 22, 3024
| OPTFX Fund | USD 86.82 0.69 0.80% |
Below is the normalized historical share price chart for Oppenheimer Capital Appreciation extending back to May 15, 1986. 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 Oppenheimer Capital stands at 86.82, as last reported on the 30th of November, with the highest price reaching 86.82 and the lowest price hitting 86.82 during the day.
If you're considering investing in Oppenheimer Mutual Fund, it is important to understand the factors that can impact its price. Oppenheimer Capital appears to be very steady, given 3 months investment horizon. Oppenheimer Capital maintains Sharpe Ratio (i.e., Efficiency) of 0.2, which implies the entity had a 0.2% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Oppenheimer Capital, which you can use to evaluate the volatility of the fund. Please evaluate Oppenheimer Capital's Risk Adjusted Performance of 0.1111, coefficient of variation of 707.62, and Semi Deviation of 1.04 to confirm if our risk estimates are consistent with your expectations.
Oppenheimer Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Oppenheimer |
Sharpe Ratio = 0.1974
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.0 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.2 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.2 actual daily | 15 85% of assets perform better |
Based on monthly moving average Oppenheimer Capital is performing at about 15% 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 Oppenheimer Capital 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 Oppenheimer Capital Mutual Fund history
Oppenheimer Capital 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 Oppenheimer is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Oppenheimer Capital 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 Oppenheimer Capital stock prices may prove useful in developing a viable investing in Oppenheimer Capital
The fund mainly invests in common stocks of growth companies. Growth companies are companies that the portfolio managers expect to have above-average growth rates. The Advisor intends, under normal circumstances, to focus primarily on companies that are similar in size to companies in the Russell 1000 Growth Index. The fund invests primarily in U.S. companies but may also purchase securities of issuers in any country, including developed countries and emerging markets. It is non-diversified.
Oppenheimer Capital Mutual Fund Technical Analysis
Oppenheimer Capital 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
Oppenheimer Capital Period Price Range
Low | November 30, 2024
| High |
0.00 | 0.00 |
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Oppenheimer Capital November 30, 2024 Market Strength
Market strength indicators help investors to evaluate how Oppenheimer Capital 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 Oppenheimer Capital shares will generate the highest return on investment. By undertsting and applying Oppenheimer Capital mutual fund market strength indicators, traders can identify Oppenheimer Capital Appreciation entry and exit signals to maximize returns
Oppenheimer Capital Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Oppenheimer Capital's price direction in advance. Along with the technical and fundamental analysis of Oppenheimer Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Oppenheimer 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 | 0.1111 | |||
| Jensen Alpha | 0.0227 | |||
| Total Risk Alpha | (0.04) | |||
| Sortino Ratio | 0.0136 | |||
| Treynor Ratio | 0.1513 |
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Other Information on Investing in Oppenheimer Mutual Fund
Oppenheimer Capital financial ratios help investors to determine whether Oppenheimer 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 Oppenheimer with respect to the benefits of owning Oppenheimer Capital security.
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