Oppenhmr Discovery Mid Fund Manager Performance Evaluation
| OEGIX Fund | USD 34.54 0.05 0.14% |
The fund holds a Beta of 0.1, which implies not very significant fluctuations relative to the market. As returns on the market increase, Oppenhmr Discovery's returns are expected to increase less than the market. However, during the bear market, the loss of holding Oppenhmr Discovery is expected to be smaller as well.
Risk-Adjusted Performance
1 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Oppenhmr Discovery Mid are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Oppenhmr Discovery is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.6600 |
Oppenhmr |
Oppenhmr Discovery Relative Risk vs. Return Landscape
If you would invest 3,418 in Oppenhmr Discovery Mid on September 22, 2024 and sell it today you would earn a total of 36.00 from holding Oppenhmr Discovery Mid or generate 1.05% return on investment over 90 days. Oppenhmr Discovery Mid is currently producing 0.0242% returns and takes up 1.2537% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Oppenhmr, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Oppenhmr Discovery Current Valuation
Fairly Valued
Today
Please note that Oppenhmr Discovery's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Oppenhmr Discovery Mid holds a recent Real Value of $35.08 per share. The prevailing price of the fund is $34.54. We determine the value of Oppenhmr Discovery Mid 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 Oppenhmr Discovery is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Oppenhmr Mutual Fund. However, Oppenhmr Discovery'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 34.54 | Real 35.08 | Hype 34.54 | Naive 32.98 |
The intrinsic value of Oppenhmr Discovery'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 Oppenhmr Discovery'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 Oppenhmr Discovery Mid helps investors to forecast how Oppenhmr 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 Oppenhmr Discovery more accurately as focusing exclusively on Oppenhmr Discovery's fundamentals will not take into account other important factors: Oppenhmr Discovery Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Oppenhmr Discovery's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Oppenhmr Discovery Mid, and traders can use it to determine the average amount a Oppenhmr Discovery'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 = 0.0193
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | OEGIX |
Estimated Market Risk
| 1.25 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average Oppenhmr Discovery is performing at about 1% 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 Oppenhmr Discovery by adding it to a well-diversified portfolio.
Oppenhmr Discovery Fundamentals Growth
Oppenhmr Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Oppenhmr Discovery, and Oppenhmr Discovery 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 Oppenhmr Mutual Fund performance.
| Price To Earning | 24.22 X | ||||
| Price To Book | 4.45 X | ||||
| Price To Sales | 2.00 X | ||||
| Total Asset | 5.32 B | ||||
About Oppenhmr Discovery Performance
Evaluating Oppenhmr Discovery's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Oppenhmr Discovery 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 Oppenhmr Discovery 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 mainly invests in common stocks of U.S. companies that the portfolio managers expect to have above-average growth rates. It seeks to invest in newer companies or in more established companies that are in the early growth phase of their business cycle, which is typically marked by above average growth rates. The fund will normally invest at least 80 percent of its net assets in equity securities of mid-cap issuers.Things to note about Oppenhmr Discovery Mid performance evaluation
Checking the ongoing alerts about Oppenhmr Discovery for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Oppenhmr Discovery Mid help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Oppenhmr Discovery's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Oppenhmr Discovery's mutual fund performance include:- Analyzing Oppenhmr Discovery'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 Oppenhmr Discovery's stock is overvalued or undervalued compared to its peers.
- Examining Oppenhmr Discovery'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 Oppenhmr Discovery's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Oppenhmr Discovery's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Oppenhmr Discovery's mutual fund. These opinions can provide insight into Oppenhmr Discovery's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Oppenhmr Mutual Fund
Oppenhmr Discovery financial ratios help investors to determine whether Oppenhmr 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 Oppenhmr with respect to the benefits of owning Oppenhmr Discovery security.
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