Oppenheimer Global Net Asset vs. Year To Date Return

OGIIX Fund  USD 50.24  0.04  0.08%   
Taking into consideration Oppenheimer Global's profitability measurements, Oppenheimer Global Opportunities may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in March. Profitability indicators assess Oppenheimer Global's ability to earn profits and add value for shareholders.
For Oppenheimer Global profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Oppenheimer Global to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Oppenheimer Global Opportunities utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Oppenheimer Global's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Oppenheimer Global Opportunities over time as well as its relative position and ranking within its peers.
  
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Please note, there is a significant difference between Oppenheimer Global's value and its price as these two are different measures arrived at by different means. Investors typically determine if Oppenheimer Global is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Oppenheimer Global's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Oppenheimer Global Year To Date Return vs. Net Asset Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Oppenheimer Global's current stock value. Our valuation model uses many indicators to compare Oppenheimer Global value to that of its competitors to determine the firm's financial worth.
Oppenheimer Global Opportunities is number one fund in net asset among similar funds. It also is number one fund in year to date return among similar funds . The ratio of Net Asset to Year To Date Return for Oppenheimer Global Opportunities is about  3,020,607,726 . 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 Global's earnings, one of the primary drivers of an investment's value.

Oppenheimer Year To Date Return vs. Net Asset

Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.

Oppenheimer Global

Net Asset

 = 

Current Market Value

-

Current Liabilities

 = 
9.81 B
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.

Oppenheimer Global

YTD Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
3.25 %
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.

Oppenheimer Year To Date Return Comparison

Oppenheimer Global is currently under evaluation in year to date return among similar funds.

Oppenheimer Global Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Oppenheimer Global, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Oppenheimer Global will eventually generate negative long term returns. The profitability progress is the general direction of Oppenheimer Global's change in net profit over the period of time. It can combine multiple indicators of Oppenheimer Global, 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 invests mainly in equity securities of issuers in the U.S. and foreign countries. 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 Global. 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 Global 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 Global's important profitability drivers and their relationship over time.

Learn to be your own money manager

Our tools can tell you how much better you can do entering a position in Oppenheimer Global without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Use Investing Themes to Complement your Oppenheimer Global position

In addition to having Oppenheimer Global 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.

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Transportation
Transportation Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Transportation theme has 61 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 Transportation Theme or any other thematic opportunities.
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Other Information on Investing in Oppenheimer Mutual Fund

To fully project Oppenheimer Global's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Oppenheimer Global at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Oppenheimer Global's income statement, its balance sheet, and the statement of cash flows.
Potential Oppenheimer Global investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Oppenheimer Global investors may work on each financial statement separately, they are all related. The changes in Oppenheimer Global's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Oppenheimer Global's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
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