Oppenheimer Global Multi Asset Fund Manager Performance Evaluation
| QMGCX Fund | USD 10.57 0.02 0.19% |
The fund holds a Beta of -0.0679, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Oppenheimer Global are expected to decrease at a much lower rate. During the bear market, Oppenheimer Global is likely to outperform the market.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Oppenheimer Global Multi Asset has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Oppenheimer Global is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.9400 |
Oppenheimer |
Oppenheimer Global Relative Risk vs. Return Landscape
If you would invest 1,095 in Oppenheimer Global Multi Asset on August 25, 2024 and sell it today you would lose (38.00) from holding Oppenheimer Global Multi Asset or give up 3.47% of portfolio value over 90 days. Oppenheimer Global Multi Asset is currently producing negative expected returns and takes up 0.904% volatility of returns over 90 trading days. Put another way, 8% 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 Global Current Valuation
Overvalued
Today
Please note that Oppenheimer Global's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Oppenheimer Global holds a recent Real Value of $10.07 per share. The prevailing price of the fund is $10.57. We determine the value of Oppenheimer 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 Oppenheimer Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Oppenheimer Mutual Fund. However, Oppenheimer 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 10.57 | Real 10.07 | Hype 10.57 | Naive 10.38 |
The intrinsic value of Oppenheimer 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 Oppenheimer 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 Oppenheimer Global Multi Asset 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 Global more accurately as focusing exclusively on Oppenheimer Global's fundamentals will not take into account other important factors: Oppenheimer Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Oppenheimer Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Oppenheimer Global Multi Asset, and traders can use it to determine the average amount a Oppenheimer 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 = -0.0566
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | QMGCX |
Estimated Market Risk
| 0.9 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Oppenheimer 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 Oppenheimer Global by adding Oppenheimer Global to a well-diversified portfolio.
Oppenheimer Global Fundamentals Growth
Oppenheimer Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Oppenheimer Global, and Oppenheimer 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 Oppenheimer Mutual Fund performance.
| Price To Earning | 18.81 X | ||||
| Price To Book | 2.30 X | ||||
| Price To Sales | 1.59 X | ||||
| Total Asset | 21.12 M | ||||
About Oppenheimer Global Performance
Evaluating Oppenheimer Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Oppenheimer 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 Oppenheimer 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 seeks to achieve its investment objective by investing mainly in a broad range of international equity securities and other types of investments, including derivatives. It may invest without limit in all types of equity securities, including common stock, depositary receipts, and other securities or instruments whose prices are linked to the value of common stock. The fund may gain exposure to equity investments through listed and over-the-counter options.Things to note about Oppenheimer Global performance evaluation
Checking the ongoing alerts about Oppenheimer Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Oppenheimer Global help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Oppenheimer Global generated a negative expected return over the last 90 days | |
| The fund generated three year return of -2.0% | |
| Oppenheimer Global maintains about 25.67% of its assets in cash |
- Analyzing Oppenheimer 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 Oppenheimer Global's stock is overvalued or undervalued compared to its peers.
- Examining Oppenheimer 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 Oppenheimer Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Oppenheimer Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Oppenheimer Global's mutual fund. These opinions can provide insight into Oppenheimer Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Oppenheimer Mutual Fund
Oppenheimer Global 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 Global security.
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