Oppenheimer Equity's market value is the price at which a share of Oppenheimer Equity trades on a public exchange. It measures the collective expectations of Oppenheimer Equity A investors about its performance. Oppenheimer Equity is trading at 12.04 as of the 27th of February 2026; that is 0.99% down since the beginning of the trading day. The fund's open price was 12.16. With this module, you can estimate the performance of a buy and hold strategy of Oppenheimer Equity A and determine expected loss or profit from investing in Oppenheimer Equity over a given investment horizon. Check out Oppenheimer Equity Correlation, Oppenheimer Equity Volatility and Oppenheimer Equity Performance module to complement your research on Oppenheimer Equity.
It's important to distinguish between Oppenheimer Equity's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding Oppenheimer Equity should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. Meanwhile, Oppenheimer Equity's quoted price indicates the marketplace figure where supply meets demand through bilateral consent.
Oppenheimer Equity 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Oppenheimer Equity's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Oppenheimer Equity.
0.00
11/29/2025
No Change 0.00
0.0
In 3 months and 1 day
02/27/2026
0.00
If you would invest 0.00 in Oppenheimer Equity on November 29, 2025 and sell it all today you would earn a total of 0.00 from holding Oppenheimer Equity A or generate 0.0% return on investment in Oppenheimer Equity over 90 days. Oppenheimer Equity is related to or competes with Invesco Global, New World, Ab Global, Vanguard Small-cap, Jpmorgan Smartretirement, and Fidelity Freedom. Under normal market conditions, the fund invests at least 80 percent of its net assets, plus borrowings for investment p... More
Oppenheimer Equity Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Oppenheimer Equity's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Oppenheimer Equity A upside and downside potential and time the market with a certain degree of confidence.
Today, many novice investors tend to focus exclusively on investment returns with little concern for Oppenheimer Equity's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Oppenheimer Equity's standard deviation. In reality, there are many statistical measures that can use Oppenheimer Equity historical prices to predict the future Oppenheimer Equity's volatility.
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Oppenheimer Equity. Your research has to be compared to or analyzed against Oppenheimer Equity's peers to derive any actionable benefits. When done correctly, Oppenheimer Equity's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Oppenheimer Equity.
Oppenheimer Equity February 27, 2026 Technical Indicators
Oppenheimer Equity appears to be very steady, given 3 months investment horizon. Oppenheimer Equity maintains Sharpe Ratio (i.e., Efficiency) of 0.25, which implies the entity had a 0.25 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Oppenheimer Equity, which you can use to evaluate the volatility of the fund. Please evaluate Oppenheimer Equity's Risk Adjusted Performance of 0.2096, coefficient of variation of 371.61, and Semi Deviation of 0.9275 to confirm if our risk estimates are consistent with your expectations. The fund holds a Beta of -0.19, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Oppenheimer Equity are expected to decrease at a much lower rate. During the bear market, Oppenheimer Equity is likely to outperform the market.
Auto-correlation
0.67
Good predictability
Oppenheimer Equity A has good predictability. Overlapping area represents the amount of predictability between Oppenheimer Equity time series from 29th of November 2025 to 13th of January 2026 and 13th of January 2026 to 27th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Oppenheimer Equity price movement. The serial correlation of 0.67 indicates that around 67.0% of current Oppenheimer Equity price fluctuation can be explain by its past prices.
Correlation Coefficient
0.67
Spearman Rank Test
0.63
Residual Average
0.0
Price Variance
0.1
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
Other Information on Investing in Oppenheimer Mutual Fund
Oppenheimer Equity 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 Equity security.