Oakmark Global Fund Manager Performance Evaluation
| OAZGX Fund | USD 34.12 0.18 0.53% |
The fund holds a Beta of 0.76, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Oakmark Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Oakmark Global is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Oakmark Global has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Oakmark Global is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Oakmark Global Relative Risk vs. Return Landscape
If you would invest 3,420 in Oakmark Global on August 29, 2024 and sell it today you would lose (26.00) from holding Oakmark Global or give up 0.76% of portfolio value over 90 days. Oakmark Global is currently producing negative expected returns and takes up 0.8825% volatility of returns over 90 trading days. Put another way, 7% 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 Global Current Valuation
Fairly Valued
Today
Please note that Oakmark Global's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Oakmark Global holds a recent Real Value of $34.09 per share. The prevailing price of the fund is $34.12. We determine the value of Oakmark Global 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 Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Oakmark Mutual Fund. However, Oakmark Global'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 34.12 | Real 34.09 | Hype 34.12 | Naive 33.84 |
The intrinsic value of Oakmark Global'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 Global'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 Global 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 Global more accurately as focusing exclusively on Oakmark Global's fundamentals will not take into account other important factors: Oakmark Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Oakmark Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Oakmark Global, and traders can use it to determine the average amount a Oakmark Global'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 = -0.0092
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| Negative Returns | OAZGX |
Estimated Market Risk
| 0.88 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Oakmark Global is not performing at its full potential. However, 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 Global by adding Oakmark Global to a well-diversified portfolio.
Oakmark Global Fundamentals Growth
Oakmark Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Oakmark Global, and Oakmark Global 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 | 1.19 B | |||
About Oakmark Global Performance
Evaluating Oakmark Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Oakmark Global 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 Global 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 common stocks of U.S. and non-U.S. companies. It invests in the securities of companies located in at least three countries. The fund invests between 25-75 percent of its total assets in securities of U.S. companies and between 25-75 percent of its total assets in securities of non-U.S. companies. It may invest in the securities of large-, mid-, and small-capitalization companies. The fund uses a value investment philosophy in selecting equity securities.Things to note about Oakmark Global performance evaluation
Checking the ongoing alerts about Oakmark Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Oakmark Global help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Oakmark Global generated a negative expected return over the last 90 days | |
| The fund maintains 96.07% of its assets in stocks |
- Analyzing Oakmark Global'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 Global's stock is overvalued or undervalued compared to its peers.
- Examining Oakmark Global'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 Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Oakmark Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Oakmark Global's mutual fund. These opinions can provide insight into Oakmark Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Oakmark Mutual Fund
Oakmark Global 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 Global security.
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