Oppenheimer Global Growth Fund Manager Performance Evaluation
| OPGIX Fund | USD 53.08 0.96 1.78% |
The fund holds a Beta of 0.8, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Oppenheimer Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Oppenheimer Global is expected to be smaller as well.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Oppenheimer Global Growth are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Oppenheimer Global may actually be approaching a critical reversion point that can send shares even higher in March 2026.
...more| Expense Ratio Date | 28th of February 2025 | |
| Expense Ratio | 1.1400 |
Oppenheimer |
Oppenheimer Global Relative Risk vs. Return Landscape
If you would invest 4,927 in Oppenheimer Global Growth on November 16, 2025 and sell it today you would earn a total of 381.00 from holding Oppenheimer Global Growth or generate 7.73% return on investment over 90 days. Oppenheimer Global Growth is currently producing 0.1268% returns and takes up 0.9726% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Oppenheimer, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Oppenheimer Global Current Valuation
Fairly Valued
Today
Please note that Oppenheimer Global's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Oppenheimer Global Growth holds a recent Real Value of $53.88 per share. The prevailing price of the fund is $53.08. We determine the value of Oppenheimer Global Growth 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 Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Oppenheimer Mutual Fund. However, Oppenheimer Global'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 53.08 | Real 53.88 | Hype 53.08 |
The intrinsic value of Oppenheimer Global'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 Global'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 Global Growth 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 Global more accurately as focusing exclusively on Oppenheimer Global's fundamentals will not take into account other important factors: Oppenheimer Global 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 |
| 53.08 | 90 days | 53.08 | about 9.48 |
Based on a normal probability distribution, the odds of Oppenheimer Global to move above the current price in 90 days from now is about 9.48 (This Oppenheimer Global Growth probability density function shows the probability of Oppenheimer Mutual Fund to fall within a particular range of prices over 90 days) .
Oppenheimer Global Price Density |
| Price |
Predictive Modules for Oppenheimer Global
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 Global Growth. 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.Oppenheimer Global Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Oppenheimer Global is not an exception. The market had few large corrections towards the Oppenheimer Global'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 Global Growth, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Oppenheimer Global within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.07 | |
β | Beta against Dow Jones | 0.80 | |
σ | Overall volatility | 1.25 | |
Ir | Information ratio | 0.06 |
Oppenheimer Global 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 Global for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Oppenheimer Global Growth 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 five year return of -8.0% | |
| Oppenheimer Global Growth maintains 95.1% of its assets in stocks |
Oppenheimer Global Fundamentals Growth
Oppenheimer Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Oppenheimer Global, and Oppenheimer Global 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 | 23.56 X | ||||
| Price To Book | 3.08 X | ||||
| Price To Sales | 2.21 X | ||||
| Total Asset | 1.3 B | ||||
About Oppenheimer Global Performance
Evaluating Oppenheimer Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Oppenheimer Global 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 Global 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 equity securities of issuers in the U.S. and foreign countries. Invesco Oppenheimer is traded on NASDAQ Exchange in the United States.Things to note about Oppenheimer Global Growth performance evaluation
Checking the ongoing alerts about Oppenheimer Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Oppenheimer Global Growth 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 five year return of -8.0% | |
| Oppenheimer Global Growth maintains 95.1% of its assets in stocks |
- Analyzing Oppenheimer Global'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 Global's stock is overvalued or undervalued compared to its peers.
- Examining Oppenheimer Global'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 Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Oppenheimer Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Oppenheimer Global's mutual fund. These opinions can provide insight into Oppenheimer Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Oppenheimer Mutual Fund
Oppenheimer Global 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 Global security.
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| USA ETFs Find actively traded Exchange Traded Funds (ETF) in USA | |
| Transaction History View history of all your transactions and understand their impact on performance |