Oaktree Iii Fund Manager Performance Evaluation
| 0P0001GXZ7 | 136.07 0.18 0.13% |
The fund holds a Beta of 0.0112, which implies not very significant fluctuations relative to the market. As returns on the market increase, Oaktree (lux)'s returns are expected to increase less than the market. However, during the bear market, the loss of holding Oaktree (lux) is expected to be smaller as well.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Oaktree Iii are ranked lower than 31 (%) of all funds and portfolios of funds over the last 90 days. Despite nearly stable basic indicators, Oaktree (lux) is not utilizing all of its potentials. The current stock price disturbance, may contribute to mid-run losses for the stockholders.
...moreOaktree |
Oaktree (lux) Relative Risk vs. Return Landscape
If you would invest 13,351 in Oaktree Iii on October 25, 2024 and sell it today you would earn a total of 256.00 from holding Oaktree Iii or generate 1.92% return on investment over 90 days. Oaktree Iii is generating 0.0322% of daily returns and assumes 0.0804% volatility on return distribution over the 90 days horizon. Simply put, 0% of otc funds are less volatile than Oaktree, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Oaktree (lux) Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Oaktree (lux)'s investment risk. Standard deviation is the most common way to measure market volatility of otc funds, such as Oaktree Iii , and traders can use it to determine the average amount a Oaktree (lux)'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 = 0.401
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| 0P0001GXZ7 |
Based on monthly moving average Oaktree (lux) is performing at about 31% 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 Oaktree (lux) by adding it to a well-diversified portfolio.
Things to note about Oaktree (lux) performance evaluation
Checking the ongoing alerts about Oaktree (lux) for important developments is a great way to find new opportunities for your next move. OTC Fund alerts and notifications screener for Oaktree (lux) help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Oaktree (lux)'s performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Oaktree (lux)'s otc fund performance include:- Analyzing Oaktree (lux)'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 Oaktree (lux)'s stock is overvalued or undervalued compared to its peers.
- Examining Oaktree (lux)'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 Oaktree (lux)'s management team can have a significant impact on its success or failure. Reviewing the track record and experience of Oaktree (lux)'s management team can help you assess the OTC Fund's leadership.
- Pay attention to analyst opinions and ratings of Oaktree (lux)'s otc fund. These opinions can provide insight into Oaktree (lux)'s potential for growth and whether the stock is currently undervalued or overvalued.
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