Oakmark Equity And Fund Manager Performance Evaluation
| OAYBX Fund | USD 36.97 0.19 0.51% |
The fund holds a Beta of -0.0392, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Oakmark Equity are expected to decrease at a much lower rate. During the bear market, Oakmark Equity is likely to outperform the market.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Oakmark Equity And are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental drivers, Oakmark Equity is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 28th of January 2023 | |
| Expense Ratio | 0.6100 |
Oakmark |
Oakmark Equity Relative Risk vs. Return Landscape
If you would invest 3,565 in Oakmark Equity And on August 26, 2024 and sell it today you would earn a total of 132.00 from holding Oakmark Equity And or generate 3.7% return on investment over 90 days. Oakmark Equity And is currently producing 0.0572% returns and takes up 0.5052% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Oakmark, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Oakmark Equity Current Valuation
Fairly Valued
Today
Please note that Oakmark Equity's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Oakmark Equity And holds a recent Real Value of $36.57 per share. The prevailing price of the fund is $36.97. We determine the value of Oakmark Equity And 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 Oakmark Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Oakmark Mutual Fund. However, Oakmark Equity'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 36.97 | Real 36.57 | Hype 36.97 | Naive 36.54 |
The intrinsic value of Oakmark Equity'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 Oakmark Equity'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 Oakmark Equity And helps investors to forecast how Oakmark 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 Oakmark Equity more accurately as focusing exclusively on Oakmark Equity's fundamentals will not take into account other important factors: Oakmark Equity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Oakmark Equity's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Oakmark Equity And, and traders can use it to determine the average amount a Oakmark Equity'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 = 0.1132
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| Cash | OAYBX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.51 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
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Oakmark Equity is performing at about 8% 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 Fundamentals Growth
Oakmark Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Oakmark Equity, and Oakmark Equity 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 Oakmark Mutual Fund performance.
| Total Asset | 570.34 M | ||||
About Oakmark Equity Performance
Evaluating Oakmark Equity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Oakmark Equity 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 Oakmark Equity 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 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.Things to note about Oakmark Equity And performance evaluation
Checking the ongoing alerts about Oakmark Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Oakmark Equity And help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Oakmark Equity's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Oakmark Equity's mutual fund performance include:- Analyzing Oakmark Equity'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 Oakmark Equity's stock is overvalued or undervalued compared to its peers.
- Examining Oakmark Equity'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 Oakmark Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Oakmark Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Oakmark Equity's mutual fund. These opinions can provide insight into Oakmark Equity's potential for growth and whether the stock is currently undervalued or overvalued.
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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