Oakmark Global Fund Price on September 4, 3124
| OAZGX Fund | USD 34.10 0.05 0.15% |
If you're considering investing in Oakmark Mutual Fund, it is important to understand the factors that can impact its price. As of today, the current price of Oakmark Global stands at 34.10, as last reported on the 12th of December 2024, with the highest price reaching 34.10 and the lowest price hitting 34.10 during the day. At this stage we consider Oakmark Mutual Fund to be very steady. Oakmark Global maintains Sharpe Ratio (i.e., Efficiency) of 0.0487, which implies the entity had a 0.0487% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Oakmark Global, which you can use to evaluate the volatility of the fund. Please check Oakmark Global's Risk Adjusted Performance of 0.0466, coefficient of variation of 1587.69, and Semi Deviation of 0.766 to confirm if the risk estimate we provide is consistent with the expected return of 0.0394%.
Oakmark Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Oakmark |
Sharpe Ratio = 0.0487
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| Negative Returns | OAZGX |
Estimated Market Risk
| 0.81 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 3 97% of assets perform better |
Based on monthly moving average Oakmark Global is performing at about 3% 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 Global by adding it to a well-diversified portfolio.
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
About Oakmark Global Mutual Fund history
Oakmark Global 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 Global 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 Global stock prices may prove useful in developing a viable investing in Oakmark Global
The fund invests primarily in a diversified portfolio of common stocks of U.S. and non-U.S. companies. It invests in the securities of companies located in at least three countries. The fund invests between 25-75 percent of its total assets in securities of U.S. companies and between 25-75 percent of its total assets in securities of non-U.S. companies. It may invest in the securities of large-, mid-, and small-capitalization companies. The fund uses a value investment philosophy in selecting equity securities.
Oakmark Global Mutual Fund Technical Analysis
Oakmark Global 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 Global Period Price Range
Low | December 12, 2024
| High |
0.00 | 0.00 |
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Oakmark Global December 12, 2024 Market Strength
Market strength indicators help investors to evaluate how Oakmark Global 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 Global shares will generate the highest return on investment. By undertsting and applying Oakmark Global mutual fund market strength indicators, traders can identify Oakmark Global entry and exit signals to maximize returns
Oakmark Global Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Oakmark Global'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 | 0.0466 | |||
| Jensen Alpha | 0.0517 | |||
| Total Risk Alpha | (0.09) | |||
| Sortino Ratio | (0.09) | |||
| Treynor Ratio | (0.44) |
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| Math Transform | ||
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| Overlap Studies | ||
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| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
Other Information on Investing in Oakmark Mutual Fund
Oakmark Global 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 Global security.
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