Natixis Oakmark Fund Manager Performance Evaluation
| NECOX Fund | USD 25.30 0.04 0.16% |
The fund secures a Beta (Market Risk) of 0.99, which conveys possible diversification benefits within a given portfolio. Natixis Oakmark returns are very sensitive to returns on the market. As the market goes up or down, Natixis Oakmark is expected to follow.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Natixis Oakmark Fund are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Natixis Oakmark may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio Date | 1st of May 2023 | |
| Expense Ratio | 1.8000 |
Natixis |
Natixis Oakmark Relative Risk vs. Return Landscape
If you would invest 2,318 in Natixis Oakmark Fund on September 3, 2024 and sell it today you would earn a total of 212.00 from holding Natixis Oakmark Fund or generate 9.15% return on investment over 90 days. Natixis Oakmark Fund is currently producing 0.1404% returns and takes up 0.849% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Natixis, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Natixis Oakmark Current Valuation
Fairly Valued
Today
Please note that Natixis Oakmark's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Natixis Oakmark secures a last-minute Real Value of $24.94 per share. The latest price of the fund is $25.3. We determine the value of Natixis Oakmark from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Natixis Oakmark is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Natixis Mutual Fund. However, Natixis Oakmark's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 25.3 | Real 24.94 | Hype 25.3 | Naive 25.33 |
The intrinsic value of Natixis Oakmark's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Natixis Oakmark's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Natixis Oakmark Fund helps investors to forecast how Natixis mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Natixis Oakmark more accurately as focusing exclusively on Natixis Oakmark's fundamentals will not take into account other important factors: Natixis Oakmark Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Natixis Oakmark's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Natixis Oakmark Fund, and traders can use it to determine the average amount a Natixis Oakmark's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1653
| Best Portfolio | Best Equity | |||
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| Cash | NECOX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.85 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Natixis Oakmark is performing at about 13% 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 Natixis Oakmark by adding it to a well-diversified portfolio.
Natixis Oakmark Fundamentals Growth
Natixis Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Natixis Oakmark, and Natixis Oakmark fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Natixis Mutual Fund performance.
| Price To Earning | 14.93 X | ||||
| Price To Book | 1.72 X | ||||
| Price To Sales | 1.43 X | ||||
| Total Asset | 51.68 M | ||||
About Natixis Oakmark Performance
Evaluating Natixis Oakmark's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Natixis Oakmark has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Natixis Oakmark has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal market conditions, the fund primarily invests in common stocks of U.S. companies. It generally invests in securities of larger capitalization companies in any industry. Harris Associates L.P. uses a value investment philosophy in selecting equity securities, including common stocks.Things to note about Natixis Oakmark performance evaluation
Checking the ongoing alerts about Natixis Oakmark for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Natixis Oakmark help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Natixis Oakmark's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Natixis Oakmark's mutual fund performance include:- Analyzing Natixis Oakmark's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Natixis Oakmark's stock is overvalued or undervalued compared to its peers.
- Examining Natixis Oakmark's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Natixis Oakmark's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Natixis Oakmark's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Natixis Oakmark's mutual fund. These opinions can provide insight into Natixis Oakmark's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Natixis Mutual Fund
Natixis Oakmark financial ratios help investors to determine whether Natixis 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 Natixis with respect to the benefits of owning Natixis Oakmark security.
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