Oppenheimer Cap Apprec Fund Manager Performance Evaluation
| OTCNX Fund | USD 74.59 1.16 1.53% |
The fund holds a Beta of 0.2, which implies not very significant fluctuations relative to the market. As returns on the market increase, Oppenheimer Cap's returns are expected to increase less than the market. However, during the bear market, the loss of holding Oppenheimer Cap is expected to be smaller as well.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Oppenheimer Cap Apprec are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Oppenheimer Cap is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.2100 |
Oppenheimer |
Oppenheimer Cap Relative Risk vs. Return Landscape
If you would invest 7,031 in Oppenheimer Cap Apprec on October 1, 2024 and sell it today you would earn a total of 428.00 from holding Oppenheimer Cap Apprec or generate 6.09% return on investment over 90 days. Oppenheimer Cap Apprec is currently producing 0.1% returns and takes up 1.1133% volatility of returns over 90 trading days. Put another way, 9% 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 Cap Current Valuation
Fairly Valued
Today
Please note that Oppenheimer Cap's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Oppenheimer Cap Apprec holds a recent Real Value of $74.59 per share. The prevailing price of the fund is $74.59. We determine the value of Oppenheimer Cap Apprec 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 Cap is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Oppenheimer Mutual Fund. However, Oppenheimer Cap'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 74.59 | Real 74.59 | Hype 74.59 | Naive 74.17 |
The intrinsic value of Oppenheimer Cap'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 Cap'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 Cap Apprec 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 Cap more accurately as focusing exclusively on Oppenheimer Cap's fundamentals will not take into account other important factors: Oppenheimer Cap Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Oppenheimer Cap's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Oppenheimer Cap Apprec, and traders can use it to determine the average amount a Oppenheimer Cap'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 = 0.0898
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| Cash | OTCNX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.11 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 7 93% of assets perform better |
Based on monthly moving average Oppenheimer Cap is performing at about 7% 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 Cap by adding it to a well-diversified portfolio.
Oppenheimer Cap Fundamentals Growth
Oppenheimer Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Oppenheimer Cap, and Oppenheimer Cap 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 | 1.75 X | ||||
| Price To Book | 4.05 X | ||||
| Price To Sales | 2.74 X | ||||
| Total Asset | 116.6 M | ||||
About Oppenheimer Cap Performance
Evaluating Oppenheimer Cap's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Oppenheimer Cap 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 Cap 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 growth companies. Growth companies are companies that the portfolio managers expect to have above-average growth rates. The Advisor intends, under normal circumstances, to focus primarily on companies that are similar in size to companies in the Russell 1000 Growth Index. The fund invests primarily in U.S. companies but may also purchase securities of issuers in any country, including developed countries and emerging markets. It is non-diversified.Things to note about Oppenheimer Cap Apprec performance evaluation
Checking the ongoing alerts about Oppenheimer Cap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Oppenheimer Cap Apprec help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Oppenheimer Cap's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Oppenheimer Cap's mutual fund performance include:- Analyzing Oppenheimer Cap'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 Cap's stock is overvalued or undervalued compared to its peers.
- Examining Oppenheimer Cap'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 Cap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Oppenheimer Cap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Oppenheimer Cap's mutual fund. These opinions can provide insight into Oppenheimer Cap's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Oppenheimer Mutual Fund
Oppenheimer Cap 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 Cap security.
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