Oppenheimer Emerging One Year Return vs. Five Year Return
| EMVIXDelisted Fund | USD 7.99 0.00 0.00% |
For Oppenheimer Emerging profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Oppenheimer Emerging to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Oppenheimer Emerging Markets utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Oppenheimer Emerging's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Oppenheimer Emerging Markets over time as well as its relative position and ranking within its peers.
Oppenheimer |
Oppenheimer Emerging Five Year Return vs. One Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Oppenheimer Emerging's current stock value. Our valuation model uses many indicators to compare Oppenheimer Emerging value to that of its competitors to determine the firm's financial worth. Oppenheimer Emerging Markets is one of the top funds in one year return among similar funds. It also is one of the top funds in five year return among similar funds . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Oppenheimer Emerging's earnings, one of the primary drivers of an investment's value.Oppenheimer Five Year Return vs. One Year Return
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Oppenheimer Emerging |
| = | (1.02) % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Oppenheimer Emerging |
| = | 0.61 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Oppenheimer Five Year Return Comparison
Oppenheimer Emerging is currently under evaluation in five year return among similar funds.
Oppenheimer Emerging Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Oppenheimer Emerging, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Oppenheimer Emerging will eventually generate negative long term returns. The profitability progress is the general direction of Oppenheimer Emerging's change in net profit over the period of time. It can combine multiple indicators of Oppenheimer Emerging, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund mainly invests in equity securities of issuers in emerging and developing markets throughout the world. Invesco Oppenheimer is traded on NASDAQ Exchange in the United States.
Oppenheimer Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Oppenheimer Emerging. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Oppenheimer Emerging position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Oppenheimer Emerging's important profitability drivers and their relationship over time.
Use Oppenheimer Emerging in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Oppenheimer Emerging position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Oppenheimer Emerging will appreciate offsetting losses from the drop in the long position's value.Oppenheimer Emerging Pair Trading
Oppenheimer Emerging Markets Pair Trading Analysis
The ability to find closely correlated positions to Oppenheimer Emerging could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Oppenheimer Emerging when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Oppenheimer Emerging - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Oppenheimer Emerging Markets to buy it.
The correlation of Oppenheimer Emerging is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Oppenheimer Emerging moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Oppenheimer Emerging moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Oppenheimer Emerging can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Oppenheimer Emerging position
In addition to having Oppenheimer Emerging in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Small Value Funds Thematic Idea Now
Small Value Funds
Funds or Etfs that invest in the undervalued stocks of small to mid-sized companies. The Small Value Funds theme has 37 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Small Value Funds Theme or any other thematic opportunities.
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Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.
Other Consideration for investing in Oppenheimer Mutual Fund
If you are still planning to invest in Oppenheimer Emerging check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Oppenheimer Emerging's history and understand the potential risks before investing.
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