Oppenheimer Roc Penn Fund Manager Performance Evaluation
| OPACX Fund | USD 10.02 0.01 0.1% |
The fund holds a Beta of 0.0337, which implies not very significant fluctuations relative to the market. As returns on the market increase, Oppenheimer Roc's returns are expected to increase less than the market. However, during the bear market, the loss of holding Oppenheimer Roc is expected to be smaller as well.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Oppenheimer Roc Penn has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Oppenheimer Roc 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 | 27th of June 2025 | |
| Expense Ratio | 1.5900 |
Oppenheimer |
Oppenheimer Roc Relative Risk vs. Return Landscape
If you would invest 1,003 in Oppenheimer Roc Penn on October 28, 2025 and sell it today you would lose (1.00) from holding Oppenheimer Roc Penn or give up 0.1% of portfolio value over 90 days. Oppenheimer Roc Penn is currently producing negative expected returns and takes up 0.1293% volatility of returns over 90 trading days. Put another way, 1% 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 Roc Current Valuation
Fairly Valued
Today
Please note that Oppenheimer Roc's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Oppenheimer Roc Penn holds a recent Real Value of $10.02 per share. The prevailing price of the fund is $10.02. We determine the value of Oppenheimer Roc Penn 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 Roc is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Oppenheimer Mutual Fund. However, Oppenheimer Roc'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 10.02 | Real 10.02 | Hype 10.02 | Naive 9.96 |
The intrinsic value of Oppenheimer Roc'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 Roc'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 Roc Penn 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 Roc more accurately as focusing exclusively on Oppenheimer Roc's fundamentals will not take into account other important factors: Oppenheimer Roc Target Price Odds to finish over Current Price
The tendency of Oppenheimer Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 10.02 | 90 days | 10.02 | about 65.54 |
Based on a normal probability distribution, the odds of Oppenheimer Roc to move above the current price in 90 days from now is about 65.54 (This Oppenheimer Roc Penn probability density function shows the probability of Oppenheimer Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Oppenheimer Roc has a beta of 0.0337. This indicates as returns on the market go up, Oppenheimer Roc average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Oppenheimer Roc Penn will be expected to be much smaller as well. Additionally Oppenheimer Roc Penn has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. Oppenheimer Roc Price Density |
| Price |
Predictive Modules for Oppenheimer Roc
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Oppenheimer Roc Penn. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Oppenheimer Roc's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Oppenheimer Roc Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Oppenheimer Roc is not an exception. The market had few large corrections towards the Oppenheimer Roc's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Oppenheimer Roc Penn, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Oppenheimer Roc within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.01 | |
β | Beta against Dow Jones | 0.03 | |
σ | Overall volatility | 0.03 | |
Ir | Information ratio | -0.62 |
Oppenheimer Roc Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Oppenheimer Roc for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Oppenheimer Roc Penn can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Oppenheimer Roc Penn generated a negative expected return over the last 90 days | |
| The fund maintains about 12.92% of its assets in bonds |
Oppenheimer Roc Fundamentals Growth
Oppenheimer Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Oppenheimer Roc, and Oppenheimer Roc 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.
| Total Asset | 38.24 M | |||
About Oppenheimer Roc Performance
Evaluating Oppenheimer Roc's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Oppenheimer Roc 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 Roc 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.
Under normal market conditions, and as a fundamental policy, the fund invests at least 80 percent of its net assets in securities the income from which, in the opinion of counsel to the issuer of each security, is exempt from regular federal individual and, as applicable, the funds state income tax. Invesco Oppenheimer is traded on NASDAQ Exchange in the United States.Things to note about Oppenheimer Roc Penn performance evaluation
Checking the ongoing alerts about Oppenheimer Roc for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Oppenheimer Roc Penn help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Oppenheimer Roc Penn generated a negative expected return over the last 90 days | |
| The fund maintains about 12.92% of its assets in bonds |
- Analyzing Oppenheimer Roc'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 Roc's stock is overvalued or undervalued compared to its peers.
- Examining Oppenheimer Roc'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 Roc's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Oppenheimer Roc's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Oppenheimer Roc's mutual fund. These opinions can provide insight into Oppenheimer Roc's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Oppenheimer Mutual Fund
Oppenheimer Roc 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 Roc security.
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