Oppenheimer Active Allctn Fund Manager Performance Evaluation
| OAAYX Fund | USD 14.97 0.07 0.47% |
The fund holds a Beta of 0.17, which implies not very significant fluctuations relative to the market. As returns on the market increase, Oppenheimer Active's returns are expected to increase less than the market. However, during the bear market, the loss of holding Oppenheimer Active is expected to be smaller as well.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Oppenheimer Active Allctn are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Oppenheimer Active is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.7400 |
Oppenheimer |
Oppenheimer Active Relative Risk vs. Return Landscape
If you would invest 1,448 in Oppenheimer Active Allctn on August 25, 2024 and sell it today you would earn a total of 49.00 from holding Oppenheimer Active Allctn or generate 3.38% return on investment over 90 days. Oppenheimer Active Allctn is currently producing 0.0538% returns and takes up 0.5945% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Oppenheimer, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Oppenheimer Active Current Valuation
Overvalued
Today
Please note that Oppenheimer Active's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Oppenheimer Active Allctn holds a recent Real Value of $14.5 per share. The prevailing price of the fund is $14.97. We determine the value of Oppenheimer Active Allctn 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 Active is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Oppenheimer Mutual Fund. However, Oppenheimer Active'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 14.97 | Real 14.5 | Hype 14.97 | Naive 14.77 |
The intrinsic value of Oppenheimer Active'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 Active'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 Active Allctn 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 Active more accurately as focusing exclusively on Oppenheimer Active's fundamentals will not take into account other important factors: Oppenheimer Active Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Oppenheimer Active's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Oppenheimer Active Allctn, and traders can use it to determine the average amount a Oppenheimer Active'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 = 0.0904
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| Cash | OAAYX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.59 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 7 93% of assets perform better |
Based on monthly moving average Oppenheimer Active is performing at about 7% 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 Active by adding it to a well-diversified portfolio.
Oppenheimer Active Fundamentals Growth
Oppenheimer Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Oppenheimer Active, and Oppenheimer Active 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 | 19.60 X | ||||
| Price To Book | 2.34 X | ||||
| Price To Sales | 1.64 X | ||||
| Total Asset | 1.71 B | ||||
About Oppenheimer Active Performance
Evaluating Oppenheimer Active's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Oppenheimer Active 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 Active 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 is a fund of funds, and invests its assets in other underlying mutual funds advised by the Adviser and exchange-traded funds and other pooled investment vehicles advised by Invesco Capital or mutual funds, ETFs and other pooled investment vehicles advised by unaffiliated advisers . It may use derivatives to seek income or capital gain, hedge against the risks of other investments, equitize its cash position and manage the duration of its portfolio.Things to note about Oppenheimer Active Allctn performance evaluation
Checking the ongoing alerts about Oppenheimer Active for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Oppenheimer Active Allctn help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Oppenheimer Active's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Oppenheimer Active's mutual fund performance include:- Analyzing Oppenheimer Active'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 Active's stock is overvalued or undervalued compared to its peers.
- Examining Oppenheimer Active'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 Active's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Oppenheimer Active's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Oppenheimer Active's mutual fund. These opinions can provide insight into Oppenheimer Active's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Oppenheimer Mutual Fund
Oppenheimer Active 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 Active security.
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