Oppenheimer Rchster Amt Fund Manager Performance Evaluation
| OPNYX Fund | USD 10.69 0.02 0.19% |
The fund holds a Beta of -0.14, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Oppenheimer Rchster are expected to decrease at a much lower rate. During the bear market, Oppenheimer Rchster is likely to outperform the market.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Oppenheimer Rchster Amt are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Oppenheimer Rchster is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 28th of June 2023 | |
| Expense Ratio | 1.3500 |
Oppenheimer |
Oppenheimer Rchster Relative Risk vs. Return Landscape
If you would invest 1,057 in Oppenheimer Rchster Amt on September 4, 2024 and sell it today you would earn a total of 12.00 from holding Oppenheimer Rchster Amt or generate 1.14% return on investment over 90 days. Oppenheimer Rchster Amt is currently producing 0.0182% returns and takes up 0.3392% volatility of returns over 90 trading days. Put another way, 3% 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 |
| Risk |
Oppenheimer Rchster Current Valuation
Overvalued
Today
Please note that Oppenheimer Rchster's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Oppenheimer Rchster Amt holds a recent Real Value of $9.91 per share. The prevailing price of the fund is $10.69. We determine the value of Oppenheimer Rchster Amt 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 Rchster is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Oppenheimer Mutual Fund. However, Oppenheimer Rchster'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 10.69 | Real 9.91 | Hype 10.69 | Naive 10.67 |
The intrinsic value of Oppenheimer Rchster'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 Rchster'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 Rchster Amt 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 Rchster more accurately as focusing exclusively on Oppenheimer Rchster's fundamentals will not take into account other important factors: Oppenheimer Rchster Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Oppenheimer Rchster's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Oppenheimer Rchster Amt, and traders can use it to determine the average amount a Oppenheimer Rchster'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 = 0.0537
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| Negative Returns | OPNYX |
Estimated Market Risk
| 0.34 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 4 96% of assets perform better |
Based on monthly moving average Oppenheimer Rchster is performing at about 4% 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 Oppenheimer Rchster by adding it to a well-diversified portfolio.
Oppenheimer Rchster Fundamentals Growth
Oppenheimer Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Oppenheimer Rchster, and Oppenheimer Rchster 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 | 10.57 X | ||||
| Total Asset | 585.02 M | ||||
About Oppenheimer Rchster Performance
Evaluating Oppenheimer Rchster's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Oppenheimer Rchster 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 Rchster 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 invests at least 80 percent of its net assets in securities, the income from which, in the opinion of counsel to the issuer of each security, is exempt from regular federal individual and, as applicable, the funds state income tax. It will not invest in municipal securities the interest from which would be subject to the federal alternative minimum tax .Things to note about Oppenheimer Rchster Amt performance evaluation
Checking the ongoing alerts about Oppenheimer Rchster for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Oppenheimer Rchster Amt help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -1.0% | |
| Oppenheimer Rchster Amt maintains about 7.08% of its assets in bonds |
- Analyzing Oppenheimer Rchster'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 Rchster's stock is overvalued or undervalued compared to its peers.
- Examining Oppenheimer Rchster'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 Rchster's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Oppenheimer Rchster's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Oppenheimer Rchster's mutual fund. These opinions can provide insight into Oppenheimer Rchster's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Oppenheimer Mutual Fund
Oppenheimer Rchster 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 Rchster security.
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