Oppenheimer Rchstr Shrt Fund Manager Performance Evaluation
| ORSTX Fund | USD 3.72 0.00 0.00% |
The fund holds a Beta of -0.0087, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Oppenheimer Rchstr are expected to decrease at a much lower rate. During the bear market, Oppenheimer Rchstr is likely to outperform the market.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Oppenheimer Rchstr Shrt are ranked lower than 17 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Oppenheimer Rchstr is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Soros fund goes for this legacy automaker and sells off Tesla and Rivian stakes - MarketWatch | 11/14/2025 |
2 | Vanguard Ends Ban on Crypto ETFs and Mutual Funds. You Can Invest Right Now. - Barrons | 12/02/2025 |
| Expense Ratio Date | 20th of December 2024 | |
| Expense Ratio | 0.7700 |
Oppenheimer |
Oppenheimer Rchstr Relative Risk vs. Return Landscape
If you would invest 369.00 in Oppenheimer Rchstr Shrt on September 25, 2025 and sell it today you would earn a total of 3.00 from holding Oppenheimer Rchstr Shrt or generate 0.81% return on investment over 90 days. Oppenheimer Rchstr Shrt is currently producing 0.0129% returns and takes up 0.058% volatility of returns over 90 trading days. Put another way, 0% 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 Rchstr Current Valuation
Overvalued
Today
Please note that Oppenheimer Rchstr's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Oppenheimer Rchstr Shrt holds a recent Real Value of $3.64 per share. The prevailing price of the fund is $3.72. We determine the value of Oppenheimer Rchstr Shrt 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 Rchstr is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Oppenheimer Mutual Fund. However, Oppenheimer Rchstr'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 3.72 | Real 3.64 | Hype 3.72 | Naive 3.72 |
The intrinsic value of Oppenheimer Rchstr'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 Rchstr'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 Rchstr Shrt 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 Rchstr more accurately as focusing exclusively on Oppenheimer Rchstr's fundamentals will not take into account other important factors: Oppenheimer Rchstr Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Oppenheimer Rchstr's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Oppenheimer Rchstr Shrt, and traders can use it to determine the average amount a Oppenheimer Rchstr'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 = 0.2218
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| ORSTX |
Based on monthly moving average Oppenheimer Rchstr is performing at about 17% 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 Oppenheimer Rchstr by adding it to a well-diversified portfolio.
Oppenheimer Rchstr Fundamentals Growth
Oppenheimer Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Oppenheimer Rchstr, and Oppenheimer Rchstr 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 | 507.13 M | ||||
About Oppenheimer Rchstr Performance
Evaluating Oppenheimer Rchstr's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Oppenheimer Rchstr 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 Rchstr 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 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 invests in municipal securities issued by the governments of states, their political subdivisions and the District of Columbia, U.S. territories, commonwealths and possessions or by their agencies, instrumentalities and authorities.Things to note about Oppenheimer Rchstr Shrt performance evaluation
Checking the ongoing alerts about Oppenheimer Rchstr for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Oppenheimer Rchstr Shrt 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: Vanguard Ends Ban on Crypto ETFs and Mutual Funds. You Can Invest Right Now. - Barrons | |
| The fund maintains about 16.5% of its assets in cash |
- Analyzing Oppenheimer Rchstr'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 Rchstr's stock is overvalued or undervalued compared to its peers.
- Examining Oppenheimer Rchstr'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 Rchstr's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Oppenheimer Rchstr's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Oppenheimer Rchstr's mutual fund. These opinions can provide insight into Oppenheimer Rchstr's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Oppenheimer Mutual Fund
Oppenheimer Rchstr 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 Rchstr security.
| 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 | |
| Stocks Directory Find actively traded stocks across global markets | |
| Stock Screener Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. |