Oppenheimer Main Street Fund Manager Performance Evaluation
| OSSIX Fund | USD 22.36 0.08 0.36% |
The fund holds a Beta of 0.21, which implies not very significant fluctuations relative to the market. As returns on the market increase, Oppenheimer Main's returns are expected to increase less than the market. However, during the bear market, the loss of holding Oppenheimer Main is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Oppenheimer Main Street has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Oppenheimer Main is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.7100 |
Oppenheimer |
Oppenheimer Main Relative Risk vs. Return Landscape
If you would invest 2,361 in Oppenheimer Main Street on September 22, 2024 and sell it today you would lose (125.00) from holding Oppenheimer Main Street or give up 5.29% of portfolio value over 90 days. Oppenheimer Main Street is currently producing negative expected returns and takes up 1.4658% volatility of returns over 90 trading days. Put another way, 13% 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 Main Current Valuation
Fairly Valued
Today
Please note that Oppenheimer Main's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Oppenheimer Main Street holds a recent Real Value of $22.78 per share. The prevailing price of the fund is $22.36. We determine the value of Oppenheimer Main Street 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 Main is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Oppenheimer Mutual Fund. However, Oppenheimer Main'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 22.36 | Real 22.78 | Hype 22.36 | Naive 21.02 |
The intrinsic value of Oppenheimer Main'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 Main'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 Main Street 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 Main more accurately as focusing exclusively on Oppenheimer Main's fundamentals will not take into account other important factors: Oppenheimer Main Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Oppenheimer Main's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Oppenheimer Main Street, and traders can use it to determine the average amount a Oppenheimer Main'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 = -0.0507
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | OSSIX |
Estimated Market Risk
| 1.47 actual daily | 13 87% of assets are more volatile |
Expected Return
| -0.07 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Oppenheimer Main 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 Main by adding Oppenheimer Main to a well-diversified portfolio.
Oppenheimer Main Fundamentals Growth
Oppenheimer Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Oppenheimer Main, and Oppenheimer Main 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 | 18.91 X | ||||
| Price To Book | 2.06 X | ||||
| Price To Sales | 1.09 X | ||||
| Total Asset | 1.53 B | ||||
About Oppenheimer Main Performance
Evaluating Oppenheimer Main's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Oppenheimer Main 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 Main 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 normally invests at least 80 percent of its net assets, including any borrowings for investment purposes, in securities of small-cap companies. The funds manager considers a small-cap company to be one that has a market capitalization in the range of market capitalizations of the largest and smallest capitalized companies included in the Russell 2000 Index. The fund primarily invests in common stock but may also invest in other types of securities that are consistent with its investment objective.Things to note about Oppenheimer Main Street performance evaluation
Checking the ongoing alerts about Oppenheimer Main for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Oppenheimer Main Street help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Oppenheimer Main generated a negative expected return over the last 90 days | |
| The fund maintains 98.59% of its assets in stocks |
- Analyzing Oppenheimer Main'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 Main's stock is overvalued or undervalued compared to its peers.
- Examining Oppenheimer Main'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 Main's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Oppenheimer Main's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Oppenheimer Main's mutual fund. These opinions can provide insight into Oppenheimer Main's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Oppenheimer Mutual Fund
Oppenheimer Main 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 Main security.
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