Oppenheimer Aggrssv Invstr Fund Manager Performance Evaluation
| ONAIX Fund | USD 14.25 0.11 0.78% |
The fund holds a Beta of -0.0397, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Oppenheimer Aggrssv are expected to decrease at a much lower rate. During the bear market, Oppenheimer Aggrssv is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days Oppenheimer Aggrssv Invstr has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Oppenheimer Aggrssv is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Kcell repays debt, strengthens balance sheet by placing bonds on AIX - Kursiv Media | 10/29/2024 |
| Expense Ratio | 1.1600 |
Oppenheimer |
Oppenheimer Aggrssv Relative Risk vs. Return Landscape
If you would invest 1,492 in Oppenheimer Aggrssv Invstr on September 21, 2024 and sell it today you would lose (67.00) from holding Oppenheimer Aggrssv Invstr or give up 4.49% of portfolio value over 90 days. Oppenheimer Aggrssv Invstr is currently producing negative expected returns and takes up 0.965% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Oppenheimer, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
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Oppenheimer Aggrssv Current Valuation
Fairly Valued
Today
Please note that Oppenheimer Aggrssv's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Oppenheimer Aggrssv holds a recent Real Value of $14.41 per share. The prevailing price of the fund is $14.25. We determine the value of Oppenheimer Aggrssv 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 Oppenheimer Aggrssv is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Oppenheimer Mutual Fund. However, Oppenheimer Aggrssv'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 14.25 | Real 14.41 | Hype 14.25 | Naive 13.93 |
The intrinsic value of Oppenheimer Aggrssv'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 Oppenheimer Aggrssv'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 Oppenheimer Aggrssv Invstr helps investors to forecast how Oppenheimer 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 Oppenheimer Aggrssv more accurately as focusing exclusively on Oppenheimer Aggrssv's fundamentals will not take into account other important factors: Oppenheimer Aggrssv Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Oppenheimer Aggrssv's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Oppenheimer Aggrssv Invstr, and traders can use it to determine the average amount a Oppenheimer Aggrssv'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 = -0.0695
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | ONAIX |
Estimated Market Risk
| 0.97 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.07 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Oppenheimer Aggrssv is not performing at its full potential. However, 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 Oppenheimer Aggrssv by adding Oppenheimer Aggrssv to a well-diversified portfolio.
Oppenheimer Aggrssv Fundamentals Growth
Oppenheimer Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Oppenheimer Aggrssv, and Oppenheimer Aggrssv 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 Oppenheimer Mutual Fund performance.
| Price To Earning | 18.81 X | ||||
| Price To Book | 2.30 X | ||||
| Price To Sales | 1.57 X | ||||
| Total Asset | 62.67 M | ||||
About Oppenheimer Aggrssv Performance
Evaluating Oppenheimer Aggrssv's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Oppenheimer Aggrssv 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 Oppenheimer Aggrssv 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 is a fund of funds, and invests its assets in other underlying mutual funds advised by the Adviser and exchange-traded funds and other pooled investment vehicles advised by Invesco Capital or mutual funds, ETFs and other pooled investment vehicles advised by unaffiliated advisers . The fund generally invests between 85 percent and 100 percent of its assets in equity funds. It may invest directly in derivatives to hedge its cash position and manage the duration of the funds portfolio, including but not limited to futures, total return swaps, and forward contracts.Things to note about Oppenheimer Aggrssv performance evaluation
Checking the ongoing alerts about Oppenheimer Aggrssv for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Oppenheimer Aggrssv help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Oppenheimer Aggrssv generated a negative expected return over the last 90 days | |
| The fund maintains 89.17% of its assets in stocks |
- Analyzing Oppenheimer Aggrssv'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 Oppenheimer Aggrssv's stock is overvalued or undervalued compared to its peers.
- Examining Oppenheimer Aggrssv'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 Oppenheimer Aggrssv's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Oppenheimer Aggrssv's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Oppenheimer Aggrssv's mutual fund. These opinions can provide insight into Oppenheimer Aggrssv's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Oppenheimer Mutual Fund
Oppenheimer Aggrssv financial ratios help investors to determine whether Oppenheimer 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 Oppenheimer with respect to the benefits of owning Oppenheimer Aggrssv security.
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets |