Oppenheimer Gold Special Fund Manager Performance Evaluation
| OGMCX Fund | USD 61.18 1.73 2.75% |
The fund holds a Beta of 1.33, which implies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Oppenheimer Gold will likely underperform.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Oppenheimer Gold Special are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Oppenheimer Gold showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 28th of August 2025 | |
| Expense Ratio | 1.8100 |
Oppenheimer |
Oppenheimer Gold Relative Risk vs. Return Landscape
If you would invest 4,447 in Oppenheimer Gold Special on November 20, 2025 and sell it today you would earn a total of 1,671 from holding Oppenheimer Gold Special or generate 37.58% return on investment over 90 days. Oppenheimer Gold Special is currently producing 0.5862% returns and takes up 2.9609% volatility of returns over 90 trading days. Put another way, 26% of traded mutual funds are less volatile than Oppenheimer, and 89% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Oppenheimer Gold Current Valuation
Overvalued
Today
Please note that Oppenheimer Gold's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Oppenheimer Gold Special holds a recent Real Value of $54.45 per share. The prevailing price of the fund is $61.18. We determine the value of Oppenheimer Gold Special 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 Oppenheimer Gold is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Oppenheimer Mutual Fund. However, Oppenheimer Gold'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 61.18 | Real 54.45 | Hype 61.18 |
The intrinsic value of Oppenheimer Gold'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 Oppenheimer Gold'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 Oppenheimer Gold Special helps investors to forecast how Oppenheimer 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 Oppenheimer Gold more accurately as focusing exclusively on Oppenheimer Gold's fundamentals will not take into account other important factors: Oppenheimer Gold Target Price Odds to finish over Current Price
The tendency of Oppenheimer Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 61.18 | 90 days | 61.18 | about 12.75 |
Based on a normal probability distribution, the odds of Oppenheimer Gold to move above the current price in 90 days from now is about 12.75 (This Oppenheimer Gold Special probability density function shows the probability of Oppenheimer Mutual Fund to fall within a particular range of prices over 90 days) .
Oppenheimer Gold Price Density |
| Price |
Predictive Modules for Oppenheimer Gold
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Oppenheimer Gold Special. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Oppenheimer Gold's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Oppenheimer Gold Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Oppenheimer Gold is not an exception. The market had few large corrections towards the Oppenheimer Gold's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Oppenheimer Gold Special, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Oppenheimer Gold within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.39 | |
β | Beta against Dow Jones | 1.33 | |
σ | Overall volatility | 6.00 | |
Ir | Information ratio | 0.14 |
Oppenheimer Gold Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Oppenheimer Gold for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Oppenheimer Gold Special can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund generated-3.0 ten year return of -3.0% | |
| Oppenheimer Gold Special maintains 98.26% of its assets in stocks |
Oppenheimer Gold Fundamentals Growth
Oppenheimer Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Oppenheimer Gold, and Oppenheimer Gold 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 Oppenheimer Mutual Fund performance.
| Price To Earning | 17.05 X | ||||
| Price To Book | 1.39 X | ||||
| Price To Sales | 1.93 X | ||||
| Total Asset | 132.33 M | ||||
About Oppenheimer Gold Performance
Evaluating Oppenheimer Gold's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Oppenheimer Gold 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 Oppenheimer Gold 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 mainly in common stocks of companies that are involved in mining, processing or dealing in gold or other metals or minerals, gold bullion, other physical metals, and precious metals-related ETFs and may invest all of its assets in those securities. Under normal market conditions, at least 80 percent of the funds net assets, plus any borrowings, for investment purposes will be invested in those securities, and in derivatives and other instruments that have economic characteristics similar to such securities. The fund is non-diversified.Things to note about Oppenheimer Gold Special performance evaluation
Checking the ongoing alerts about Oppenheimer Gold for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Oppenheimer Gold Special help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated-3.0 ten year return of -3.0% | |
| Oppenheimer Gold Special maintains 98.26% of its assets in stocks |
- Analyzing Oppenheimer Gold'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 Oppenheimer Gold's stock is overvalued or undervalued compared to its peers.
- Examining Oppenheimer Gold'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 Oppenheimer Gold's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Oppenheimer Gold's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Oppenheimer Gold's mutual fund. These opinions can provide insight into Oppenheimer Gold's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Oppenheimer Mutual Fund
Oppenheimer Gold 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 Gold security.
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