Oppenheimer International Diversified Fund Manager Performance Evaluation
| OIDCX Fund | USD 14.98 0.10 0.67% |
The fund holds a Beta of 0.55, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Oppenheimer International's returns are expected to increase less than the market. However, during the bear market, the loss of holding Oppenheimer International is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Oppenheimer International Diversified has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Oppenheimer International 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 April 2023 | |
| Expense Ratio | 2.0400 |
Oppenheimer |
Oppenheimer International Relative Risk vs. Return Landscape
If you would invest 1,553 in Oppenheimer International Diversified on September 1, 2024 and sell it today you would lose (55.00) from holding Oppenheimer International Diversified or give up 3.54% of portfolio value over 90 days. Oppenheimer International Diversified is currently producing negative expected returns and takes up 0.7978% volatility of returns over 90 trading days. Put another way, 7% 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 International Current Valuation
Fairly Valued
Today
Please note that Oppenheimer International's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Oppenheimer International holds a recent Real Value of $15.11 per share. The prevailing price of the fund is $14.98. We determine the value of Oppenheimer International 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 International is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Oppenheimer Mutual Fund. However, Oppenheimer International'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 14.98 | Real 15.11 | Hype 14.98 | Naive 14.99 |
The intrinsic value of Oppenheimer International'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 International'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 International Diversified 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 International more accurately as focusing exclusively on Oppenheimer International's fundamentals will not take into account other important factors: Oppenheimer International Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Oppenheimer International's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Oppenheimer International Diversified, and traders can use it to determine the average amount a Oppenheimer International'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 = -0.0667
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | OIDCX |
Estimated Market Risk
| 0.8 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Oppenheimer International 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 Oppenheimer International by adding Oppenheimer International to a well-diversified portfolio.
Oppenheimer International Fundamentals Growth
Oppenheimer Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Oppenheimer International, and Oppenheimer International 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 | 19.21 X | ||||
| Price To Book | 2.43 X | ||||
| Price To Sales | 1.48 X | ||||
| Total Asset | 80.32 M | ||||
About Oppenheimer International Performance
Evaluating Oppenheimer International's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Oppenheimer International 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 International 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 special type of mutual fund known as a fund of funds because it primarily invests in other mutual funds. Certain underlying funds may invest 100 percent of their assets in securities of foreign companies. Some underlying funds may invest in emerging or developing markets as well as in developed markets throughout the world. It will typically invest in a minimum of three of the underlying funds and will not invest more than 50 percent of its net assets in any single underlying fund.Things to note about Oppenheimer International performance evaluation
Checking the ongoing alerts about Oppenheimer International for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Oppenheimer International help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Oppenheimer International generated a negative expected return over the last 90 days | |
| The fund generated three year return of -6.0% | |
| Oppenheimer International maintains 95.46% of its assets in stocks |
- Analyzing Oppenheimer International'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 International's stock is overvalued or undervalued compared to its peers.
- Examining Oppenheimer International'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 International's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Oppenheimer International's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Oppenheimer International's mutual fund. These opinions can provide insight into Oppenheimer International's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Oppenheimer Mutual Fund
Oppenheimer International 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 International security.
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance |