Oppenheimer Capital Appreciation Fund Manager Performance Evaluation
| OTCYX Fund | USD 101.38 0.80 0.80% |
The fund holds a Beta of -0.0077, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Oppenheimer Capital are expected to decrease at a much lower rate. During the bear market, Oppenheimer Capital is likely to outperform the market.
Risk-Adjusted Performance
15 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Oppenheimer Capital Appreciation are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Oppenheimer Capital showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio | 0.7400 |
Oppenheimer |
Oppenheimer Capital Relative Risk vs. Return Landscape
If you would invest 8,956 in Oppenheimer Capital Appreciation on September 1, 2024 and sell it today you would earn a total of 1,182 from holding Oppenheimer Capital Appreciation or generate 13.2% return on investment over 90 days. Oppenheimer Capital Appreciation is currently producing 0.202% returns and takes up 1.0107% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Oppenheimer, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Oppenheimer Capital Current Valuation
Overvalued
Today
Please note that Oppenheimer Capital's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Oppenheimer Capital holds a recent Real Value of $94.28 per share. The prevailing price of the fund is $101.38. We determine the value of Oppenheimer Capital 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 Capital is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Oppenheimer Mutual Fund. However, Oppenheimer Capital'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 101.38 | Real 94.28 | Hype 101.38 | Naive 101.13 |
The intrinsic value of Oppenheimer Capital'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 Capital'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 Capital Appreciation 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 Capital more accurately as focusing exclusively on Oppenheimer Capital's fundamentals will not take into account other important factors: Oppenheimer Capital Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Oppenheimer Capital's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Oppenheimer Capital Appreciation, and traders can use it to determine the average amount a Oppenheimer Capital'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 = 0.1999
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | OTCYX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.01 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.2 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.2 actual daily | 15 85% of assets perform better |
Based on monthly moving average Oppenheimer Capital is performing at about 15% 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 Oppenheimer Capital by adding it to a well-diversified portfolio.
Oppenheimer Capital Fundamentals Growth
Oppenheimer Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Oppenheimer Capital, and Oppenheimer Capital 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 | 2.34 X | ||||
| Price To Book | 3.36 X | ||||
| Price To Sales | 2.59 X | ||||
| Total Asset | 5.84 B | ||||
About Oppenheimer Capital Performance
Evaluating Oppenheimer Capital's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Oppenheimer Capital 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 Capital 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 mainly invests in common stocks of growth companies. Growth companies are companies that the portfolio managers expect to have above-average growth rates. The Advisor intends, under normal circumstances, to focus primarily on companies that are similar in size to companies in the Russell 1000 Growth Index. The fund invests primarily in U.S. companies but may also purchase securities of issuers in any country, including developed countries and emerging markets. It is non-diversified.Things to note about Oppenheimer Capital performance evaluation
Checking the ongoing alerts about Oppenheimer Capital for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Oppenheimer Capital help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Oppenheimer Capital's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Oppenheimer Capital's mutual fund performance include:- Analyzing Oppenheimer Capital'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 Capital's stock is overvalued or undervalued compared to its peers.
- Examining Oppenheimer Capital'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 Capital's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Oppenheimer Capital's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Oppenheimer Capital's mutual fund. These opinions can provide insight into Oppenheimer Capital's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Oppenheimer Mutual Fund
Oppenheimer Capital 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 Capital security.
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