Natixis Oakmark International Fund Manager Performance Evaluation
| NOIAX Fund | USD 14.07 0.16 1.15% |
The fund secures a Beta (Market Risk) of 0.4, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Natixis Oakmark's returns are expected to increase less than the market. However, during the bear market, the loss of holding Natixis Oakmark is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Natixis Oakmark International has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Natixis Oakmark is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of May 2023 | |
| Expense Ratio | 1.1500 |
Natixis |
Natixis Oakmark Relative Risk vs. Return Landscape
If you would invest 1,451 in Natixis Oakmark International on September 3, 2024 and sell it today you would lose (44.00) from holding Natixis Oakmark International or give up 3.03% of portfolio value over 90 days. Natixis Oakmark International is currently producing negative expected returns and takes up 1.0696% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Natixis, and 99% 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 Inte secures a last-minute Real Value of $14.18 per share. The latest price of the fund is $14.07. We determine the value of Natixis Oakmark Inte 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 14.07 | Real 14.18 | Hype 14.07 | Naive 14.16 |
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 International 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 International, 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 = -0.0397
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| Negative Returns | NOIAX |
Estimated Market Risk
| 1.07 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Natixis Oakmark is not performing at its full potential. However, 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 Natixis Oakmark 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 | 14.40 X | ||||
| Price To Book | 1.18 X | ||||
| Price To Sales | 0.59 X | ||||
| Total Asset | 144.97 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.
The fund invests primarily in a diversified portfolio of common stocks of non-U.S. companies. It may invest in non-U.S. markets throughout the world, including emerging markets. Ordinarily, the fund will invest in the securities of at least five countries outside the U.S. There are no geographic limits on the funds non-U.S. investments. Although the fund invests primarily in common stocks of non-U.S. companies it may also invest in the securities of U.S. companies. It may invest in the securities of small-, mid- and large-capitalization companies.Things to note about Natixis Oakmark Inte 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 Inte help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Natixis Oakmark Inte generated a negative expected return over the last 90 days | |
| The fund generated three year return of -2.0% | |
| Natixis Oakmark Inte maintains 98.01% of its assets in stocks |
- 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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