Oakmark Fund R6 Fund Manager Performance Evaluation
| OAZMX Fund | USD 162.88 0.27 0.17% |
The fund holds a Beta of 0.98, which implies possible diversification benefits within a given portfolio. Oakmark Fund returns are very sensitive to returns on the market. As the market goes up or down, Oakmark Fund is expected to follow.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Oakmark Fund R6 are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak primary indicators, Oakmark Fund may actually be approaching a critical reversion point that can send shares even higher in December 2024.
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Oakmark Fund Relative Risk vs. Return Landscape
If you would invest 15,118 in Oakmark Fund R6 on August 30, 2024 and sell it today you would earn a total of 1,170 from holding Oakmark Fund R6 or generate 7.74% return on investment over 90 days. Oakmark Fund R6 is currently producing 0.122% returns and takes up 0.8602% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Oakmark, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Oakmark Fund Current Valuation
Overvalued
Today
Please note that Oakmark Fund's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Oakmark Fund R6 holds a recent Real Value of $146.59 per share. The prevailing price of the fund is $162.88. We determine the value of Oakmark Fund R6 from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support 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 Oakmark Fund is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Oakmark Mutual Fund. However, Oakmark Fund'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 162.88 | Real 146.59 | Hype 162.88 | Naive 162.39 |
The intrinsic value of Oakmark Fund'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 Oakmark Fund'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 Oakmark Fund R6 helps investors to forecast how Oakmark 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 Oakmark Fund more accurately as focusing exclusively on Oakmark Fund's fundamentals will not take into account other important factors: Oakmark Fund Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Oakmark Fund's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Oakmark Fund R6, and traders can use it to determine the average amount a Oakmark Fund'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 = 0.1418
| Best Portfolio | Best Equity | |||
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| Cash | OAZMX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.86 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 11 89% of assets perform better |
Based on monthly moving average Oakmark Fund is performing at about 11% 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 Fund by adding it to a well-diversified portfolio.
Oakmark Fund Fundamentals Growth
Oakmark Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Oakmark Fund, and Oakmark Fund 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 Oakmark Mutual Fund performance.
| Total Asset | 13.72 B | |||
About Oakmark Fund Performance
Evaluating Oakmark Fund's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Oakmark Fund 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 Oakmark Fund 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 U.S. companies. It generally invests in the securities of larger capitalization companies. The fund uses a value investment philosophy in selecting equity securities. This value investment philosophy is based upon the belief that, over time, a companys stock price converges with the advisers estimate of the companys intrinsic value.Things to note about Oakmark Fund R6 performance evaluation
Checking the ongoing alerts about Oakmark Fund for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Oakmark Fund R6 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Oakmark Fund's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Oakmark Fund's mutual fund performance include:- Analyzing Oakmark Fund'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 Oakmark Fund's stock is overvalued or undervalued compared to its peers.
- Examining Oakmark Fund'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 Oakmark Fund's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Oakmark Fund's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Oakmark Fund's mutual fund. These opinions can provide insight into Oakmark Fund's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Oakmark Mutual Fund
Oakmark Fund 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 Fund security.
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