Oppnhmr Rochester Arizona Fund Manager Performance Evaluation
| ORBZX Fund | USD 13.46 0.02 0.15% |
The fund holds a Beta of 0.061, which implies not very significant fluctuations relative to the market. As returns on the market increase, Oppnhmr Rochester's returns are expected to increase less than the market. However, during the bear market, the loss of holding Oppnhmr Rochester is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Oppnhmr Rochester Arizona are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Oppnhmr Rochester is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Why This CEO Wont Let Private Funds Near His Companys 401 - The Wall Street Journal | 01/16/2026 |
Oppnhmr |
Oppnhmr Rochester Relative Risk vs. Return Landscape
If you would invest 1,301 in Oppnhmr Rochester Arizona on November 6, 2025 and sell it today you would earn a total of 45.00 from holding Oppnhmr Rochester Arizona or generate 3.46% return on investment over 90 days. Oppnhmr Rochester Arizona is currently producing 0.0566% returns and takes up 0.4038% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Oppnhmr, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Oppnhmr Rochester Current Valuation
Fairly Valued
Today
Please note that Oppnhmr Rochester's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Oppnhmr Rochester Arizona holds a recent Real Value of $13.4 per share. The prevailing price of the fund is $13.46. We determine the value of Oppnhmr Rochester Arizona 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 Oppnhmr Rochester is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Oppnhmr Mutual Fund. However, Oppnhmr Rochester'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 13.46 | Real 13.4 | Hype 13.46 | Naive 13.4 |
The intrinsic value of Oppnhmr Rochester'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 Oppnhmr Rochester'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 Oppnhmr Rochester Arizona helps investors to forecast how Oppnhmr 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 Oppnhmr Rochester more accurately as focusing exclusively on Oppnhmr Rochester's fundamentals will not take into account other important factors: Oppnhmr Rochester Target Price Odds to finish over Current Price
The tendency of Oppnhmr 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 |
| 13.46 | 90 days | 13.46 | about 11.08 |
Based on a normal probability distribution, the odds of Oppnhmr Rochester to move above the current price in 90 days from now is about 11.08 (This Oppnhmr Rochester Arizona probability density function shows the probability of Oppnhmr Mutual Fund to fall within a particular range of prices over 90 days) .
Oppnhmr Rochester Price Density |
| Price |
Predictive Modules for Oppnhmr Rochester
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Oppnhmr Rochester Arizona. 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.Oppnhmr Rochester Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Oppnhmr Rochester is not an exception. The market had few large corrections towards the Oppnhmr Rochester'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 Oppnhmr Rochester Arizona, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Oppnhmr Rochester within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.02 | |
β | Beta against Dow Jones | 0.06 | |
σ | Overall volatility | 0.18 | |
Ir | Information ratio | -0.08 |
Oppnhmr Rochester 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 Oppnhmr Rochester for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Oppnhmr Rochester Arizona can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Why This CEO Wont Let Private Funds Near His Companys 401 - The Wall Street Journal | |
| This fund yields 0.0% to date and shows negative annual yield of 0.0% | |
| Oppnhmr Rochester maintains about 66.65% of its assets in bonds |
Oppnhmr Rochester Fundamentals Growth
Oppnhmr Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Oppnhmr Rochester, and Oppnhmr Rochester 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 Oppnhmr Mutual Fund performance.
| Total Asset | 13.71 M | ||||
About Oppnhmr Rochester Performance
Evaluating Oppnhmr Rochester's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Oppnhmr Rochester 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 Oppnhmr Rochester 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 investment seeks tax-free income. 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. It selects investments without regard to the alternative minimum tax . Additionally, under normal market conditions, the fund invests at least 80 percent of its net assets in Arizona municipal securities.Things to note about Oppnhmr Rochester Arizona performance evaluation
Checking the ongoing alerts about Oppnhmr Rochester for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Oppnhmr Rochester Arizona help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Why This CEO Wont Let Private Funds Near His Companys 401 - The Wall Street Journal | |
| This fund yields 0.0% to date and shows negative annual yield of 0.0% | |
| Oppnhmr Rochester maintains about 66.65% of its assets in bonds |
- Analyzing Oppnhmr Rochester'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 Oppnhmr Rochester's stock is overvalued or undervalued compared to its peers.
- Examining Oppnhmr Rochester'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 Oppnhmr Rochester's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Oppnhmr Rochester's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Oppnhmr Rochester's mutual fund. These opinions can provide insight into Oppnhmr Rochester's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Oppnhmr Mutual Fund
Oppnhmr Rochester financial ratios help investors to determine whether Oppnhmr 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 Oppnhmr with respect to the benefits of owning Oppnhmr Rochester security.
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