Oakmark Fund Institutional Fund Price on September 27, 2024
| OANMX Fund | USD 163.02 0.22 0.14% |
Below is the normalized historical share price chart for Oakmark Fund Institutional extending back to November 30, 2016. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Oakmark Fund stands at 163.02, as last reported on the 30th of November, with the highest price reaching 163.02 and the lowest price hitting 163.02 during the day.
If you're considering investing in Oakmark Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Oakmark Mutual Fund to be very steady. Oakmark Fund Institu maintains Sharpe Ratio (i.e., Efficiency) of 0.17, which implies the entity had a 0.17% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Oakmark Fund Institu, which you can use to evaluate the volatility of the fund. Please check Oakmark Fund's Risk Adjusted Performance of 0.1236, coefficient of variation of 623.14, and Semi Deviation of 0.5034 to confirm if the risk estimate we provide is consistent with the expected return of 0.14%.
Oakmark Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Oakmark |
Sharpe Ratio = 0.1706
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | OANMX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.84 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Oakmark Fund is performing at about 13% 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 Oakmark Fund by adding it to a well-diversified portfolio.
Oakmark Fund Valuation on September 27, 2024
It is possible to determine the worth of Oakmark Fund on a given historical date. On September 27, 2024 Oakmark was worth 150.6 at the beginning of the trading date compared to the closed value of 150.6. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Oakmark Fund mutual fund. Still, in general, we apply an absolute valuation method to find Oakmark Fund's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Oakmark Fund where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Oakmark Fund's related companies.
| Open | High | Low | Close | Volume | |
| 149.52 | 149.52 | 149.52 | 149.52 | 1.00 | |
09/27/2024 | 150.60 | 150.60 | 150.60 | 150.60 | 1.00 |
| 150.92 | 150.92 | 150.92 | 150.92 | 1.00 |
| Backtest Oakmark Fund | | | Oakmark Fund History | | | Oakmark Fund Valuation | Previous | Next |
Oakmark Fund Trading Date Momentum on September 27, 2024
| On September 30 2024 Oakmark Fund Institutional was traded for 150.92 at the closing time. The highest daily price throughout the period was 150.92 and the lowest price was 150.92 . There was no trading activity during the period 1.0. Lack of trading volume on 09/30/2024 added to the next day price jump. The trading delta at closing time to closing price of the next trading day was 0.21% . The trading delta at closing time to current closing price is 0.11% . |
Oakmark Fund Institu Fundamentals Correlations and Trends
By evaluating Oakmark Fund's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Oakmark Fund's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Oakmark financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Oakmark Fund Mutual Fund history
Oakmark Fund investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Oakmark is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Oakmark Fund Institu will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Oakmark Fund stock prices may prove useful in developing a viable investing in Oakmark Fund
The fund invests primarily in a diversified portfolio of common stocks of U.S. companies. It generally invests in the securities of larger capitalization companies. The fund uses a value investment philosophy in selecting equity securities. This value investment philosophy is based upon the belief that, over time, a companys stock price converges with the advisers estimate of the companys intrinsic value.
Oakmark Fund Mutual Fund Technical Analysis
Oakmark Fund technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Oakmark Fund Period Price Range
Low | November 30, 2024
| High |
0.00 | 0.00 |
Oakmark Fund Institutional cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Oakmark Fund November 30, 2024 Market Strength
Market strength indicators help investors to evaluate how Oakmark Fund mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Oakmark Fund shares will generate the highest return on investment. By undertsting and applying Oakmark Fund mutual fund market strength indicators, traders can identify Oakmark Fund Institutional entry and exit signals to maximize returns
Oakmark Fund Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Oakmark Fund's price direction in advance. Along with the technical and fundamental analysis of Oakmark Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Oakmark to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.1236 | |||
| Jensen Alpha | 0.0012 | |||
| Total Risk Alpha | (0.02) | |||
| Sortino Ratio | (0) | |||
| Treynor Ratio | 0.1288 |
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
Other Information on Investing in Oakmark Mutual Fund
Oakmark Fund financial ratios help investors to determine whether Oakmark 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 Oakmark with respect to the benefits of owning Oakmark Fund security.
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules | |
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences |