Oakmark Equity And Fund Price History
OAKBX Fund | USD 37.18 0.18 0.49% |
Below is the normalized historical share price chart for Oakmark Equity And extending back to June 25, 1996. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Oakmark Equity stands at 37.18, as last reported on the 23rd of November, with the highest price reaching 37.18 and the lowest price hitting 37.18 during the day.
If you're considering investing in Oakmark Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Oakmark Mutual Fund to be very steady. Oakmark Equity And maintains Sharpe Ratio (i.e., Efficiency) of 0.13, which implies the entity had a 0.13% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Oakmark Equity And, which you can use to evaluate the volatility of the fund. Please check Oakmark Equity's Risk Adjusted Performance of 0.1176, semi deviation of 0.3183, and Coefficient Of Variation of 625.55 to confirm if the risk estimate we provide is consistent with the expected return of 0.0642%.
Oakmark Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Oakmark |
Sharpe Ratio = 0.1288
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Cash | OAKBX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
0.5 actual daily | 4 96% of assets are more volatile |
Expected Return
0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Oakmark Equity is performing at about 10% 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 Equity by adding it to a well-diversified portfolio.
Oakmark Equity Mutual Fund Price History Chart
There are several ways to analyze Oakmark Equity And Fund price data. The simplest method is using a basic Oakmark candlestick price chart, which shows Oakmark Equity price history and the buying and selling dynamics of a specified period. Many traders also use subjective judgment to their trading calls, avoiding the need to trade based on technical analysis.
Highest Price | November 11, 2024 | 37.29 |
Lowest Price | September 10, 2024 | 34.97 |
Oakmark Equity November 23, 2024 Mutual Fund Price Synopsis
Various analyses of Oakmark Equity's daily price changes, such as its Balance Of Power or Price Action, are crucial when deciding whether to buy, hold, or sell Oakmark Mutual Fund. It can be used to describe the percentage change in the price of Oakmark Equity from one trading day to the next and could be a valuable metric for traders and investors to gauge the volatility and momentum of Oakmark Mutual Fund.Oakmark Equity Price Rate Of Daily Change | 1.00 | |
Oakmark Equity Price Action Indicator | 0.09 |
Oakmark Equity November 23, 2024 Mutual Fund Price Analysis
Oakmark Mutual Fund Price History Data
The price series of Oakmark Equity for the period between Sun, Aug 25, 2024 and Sat, Nov 23, 2024 has a statistical range of 2.32 with a coefficient of variation of 1.56. The daily prices for the period are spread out with arithmetic mean of 36.09. The median price for the last 90 days is 36.06. The company issued dividends to stockholders on December 12, 2019.Open | High | Low | Close | Volume | ||
11/23/2024 | 37.18 | 37.18 | 37.18 | 37.18 | ||
11/22/2024 | 37.18 | 37.18 | 37.18 | 37.18 | 1.00 | |
11/21/2024 | 37.00 | 37.00 | 37.00 | 37.00 | 1.00 | |
11/20/2024 | 36.82 | 36.82 | 36.82 | 36.82 | 1.00 | |
11/19/2024 | 36.74 | 36.74 | 36.74 | 36.74 | 1.00 | |
11/18/2024 | 36.81 | 36.81 | 36.81 | 36.81 | 1.00 | |
11/15/2024 | 36.71 | 36.71 | 36.71 | 36.71 | 1.00 | |
11/14/2024 | 36.92 | 36.92 | 36.92 | 36.92 | 1.00 | |
11/13/2024 | 37.05 | 37.05 | 37.05 | 37.05 | 1.00 | |
11/12/2024 | 37.01 | 37.01 | 37.01 | 37.01 | 1.00 | |
11/11/2024 | 37.29 | 37.29 | 37.29 | 37.29 | 1.00 | |
11/08/2024 | 37.10 | 37.10 | 37.10 | 37.10 | 1.00 | |
11/07/2024 | 37.15 | 37.15 | 37.15 | 37.15 | 1.00 | |
11/06/2024 | 37.14 | 37.14 | 37.14 | 37.14 | 1.00 | |
11/05/2024 | 36.38 | 36.38 | 36.38 | 36.38 | 1.00 | |
11/04/2024 | 36.17 | 36.17 | 36.17 | 36.17 | 1.00 | |
11/01/2024 | 36.11 | 36.11 | 36.11 | 36.11 | 1.00 | |
10/31/2024 | 35.96 | 35.96 | 35.96 | 35.96 | 1.00 | |
10/30/2024 | 36.23 | 36.23 | 36.23 | 36.23 | 1.00 | |
10/29/2024 | 36.16 | 36.16 | 36.16 | 36.16 | 1.00 | |
10/28/2024 | 36.21 | 36.21 | 36.21 | 36.21 | 1.00 | |
10/25/2024 | 36.06 | 36.06 | 36.06 | 36.06 | 1.00 | |
10/24/2024 | 36.07 | 36.07 | 36.07 | 36.07 | 1.00 | |
10/23/2024 | 36.03 | 36.03 | 36.03 | 36.03 | 1.00 | |
10/22/2024 | 36.05 | 36.05 | 36.05 | 36.05 | 1.00 | |
10/21/2024 | 36.10 | 36.10 | 36.10 | 36.10 | 1.00 | |
10/18/2024 | 36.40 | 36.40 | 36.40 | 36.40 | 1.00 | |
10/17/2024 | 36.36 | 36.36 | 36.36 | 36.36 | 1.00 | |
10/16/2024 | 36.46 | 36.46 | 36.46 | 36.46 | 1.00 | |
10/15/2024 | 36.22 | 36.22 | 36.22 | 36.22 | 1.00 | |
10/14/2024 | 36.24 | 36.24 | 36.24 | 36.24 | 1.00 | |
10/11/2024 | 36.08 | 36.08 | 36.08 | 36.08 | 1.00 | |
10/10/2024 | 35.85 | 35.85 | 35.85 | 35.85 | 1.00 | |
10/09/2024 | 35.91 | 35.91 | 35.91 | 35.91 | 1.00 | |
10/08/2024 | 35.79 | 35.79 | 35.79 | 35.79 | 1.00 | |
10/07/2024 | 35.77 | 35.77 | 35.77 | 35.77 | 1.00 | |
10/04/2024 | 36.02 | 36.02 | 36.02 | 36.02 | 1.00 | |
10/03/2024 | 35.83 | 35.83 | 35.83 | 35.83 | 1.00 | |
10/02/2024 | 36.00 | 36.00 | 36.00 | 36.00 | 1.00 | |
10/01/2024 | 36.12 | 36.12 | 36.12 | 36.12 | 1.00 | |
09/30/2024 | 36.20 | 36.20 | 36.20 | 36.20 | 1.00 | |
09/27/2024 | 36.20 | 36.20 | 36.20 | 36.20 | 1.00 | |
09/26/2024 | 36.04 | 36.04 | 36.04 | 36.04 | 1.00 | |
09/25/2024 | 35.84 | 35.84 | 35.84 | 35.84 | 1.00 | |
09/24/2024 | 36.06 | 36.06 | 36.06 | 36.06 | 1.00 | |
09/23/2024 | 36.03 | 36.03 | 36.03 | 36.03 | 1.00 | |
09/20/2024 | 35.95 | 35.95 | 35.95 | 35.95 | 1.00 | |
09/19/2024 | 36.09 | 36.09 | 36.09 | 36.09 | 1.00 | |
09/18/2024 | 35.77 | 35.77 | 35.77 | 35.77 | 1.00 | |
09/17/2024 | 35.75 | 35.75 | 35.75 | 35.75 | 1.00 | |
09/16/2024 | 35.67 | 35.67 | 35.67 | 35.67 | 1.00 | |
09/13/2024 | 35.48 | 35.48 | 35.48 | 35.48 | 1.00 | |
09/12/2024 | 35.22 | 35.22 | 35.22 | 35.22 | 1.00 | |
09/11/2024 | 35.00 | 35.00 | 35.00 | 35.00 | 1.00 | |
09/10/2024 | 34.97 | 34.97 | 34.97 | 34.97 | 1.00 | |
09/09/2024 | 35.18 | 35.18 | 35.18 | 35.18 | 1.00 | |
09/06/2024 | 35.06 | 35.06 | 35.06 | 35.06 | 1.00 | |
09/05/2024 | 35.41 | 35.41 | 35.41 | 35.41 | 1.00 | |
09/04/2024 | 35.50 | 35.50 | 35.50 | 35.50 | 1.00 | |
09/03/2024 | 35.58 | 35.58 | 35.58 | 35.58 | 1.00 | |
08/30/2024 | 35.82 | 35.82 | 35.82 | 35.82 | 1.00 |
About Oakmark Equity Mutual Fund history
Oakmark Equity investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Oakmark is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Oakmark Equity And will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Oakmark Equity stock prices may prove useful in developing a viable investing in Oakmark Equity
The fund invests primarily in a diversified portfolio of U.S. equity and debt securities. It is intended to present a balanced investment program between growth and income by investing approximately 40-75 percent of its total assets in common stock, including securities convertible into common stock, and up to 60 percent of its total assets in debt securities issued by U.S. government or any of its agencies or instrumentalities, non U.S. governments, and corporate entities rated at the time of purchase within the two highest ratings assigned by Moodys Investors Service, Inc. or by SP Global Ratings.
Oakmark Equity Mutual Fund Technical Analysis
Oakmark Equity technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
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Oakmark Equity Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Oakmark Equity's price direction in advance. Along with the technical and fundamental analysis of Oakmark Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Oakmark to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
Risk Adjusted Performance | 0.1176 | |||
Jensen Alpha | 0.0012 | |||
Total Risk Alpha | (0.01) | |||
Sortino Ratio | (0.10) | |||
Treynor Ratio | 0.1228 |
Cycle Indicators | ||
Math Operators | ||
Math Transform | ||
Momentum Indicators | ||
Overlap Studies | ||
Pattern Recognition | ||
Price Transform | ||
Statistic Functions | ||
Volatility Indicators | ||
Volume Indicators |
Other Information on Investing in Oakmark Mutual Fund
Oakmark Equity 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 Equity security.
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