Oppenheimer Intl One Year Return vs. Five Year Return

OSMYX Fund  USD 36.35  0.11  0.30%   
Taking into consideration Oppenheimer Intl's profitability measurements, Oppenheimer Intl Small may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Oppenheimer Intl's ability to earn profits and add value for shareholders.
For Oppenheimer Intl profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Oppenheimer Intl to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Oppenheimer Intl Small utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Oppenheimer Intl's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Oppenheimer Intl Small over time as well as its relative position and ranking within its peers.
  
Check out Your Equity Center.
Please note, there is a significant difference between Oppenheimer Intl's value and its price as these two are different measures arrived at by different means. Investors typically determine if Oppenheimer Intl is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Oppenheimer Intl's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Oppenheimer Intl Small Five Year Return vs. One Year Return Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Oppenheimer Intl's current stock value. Our valuation model uses many indicators to compare Oppenheimer Intl value to that of its competitors to determine the firm's financial worth.
Oppenheimer Intl Small is number one fund in one year return among similar funds. It also is number one fund in five year return among similar funds reporting about  0.65  of Five Year Return per One Year Return. The ratio of One Year Return to Five Year Return for Oppenheimer Intl Small is roughly  1.54 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Oppenheimer Intl's earnings, one of the primary drivers of an investment's value.

Oppenheimer Five Year Return vs. One Year Return

One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.

Oppenheimer Intl

One Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
2.63 %
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.

Oppenheimer Intl

Five Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
1.71 %
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.

Oppenheimer Five Year Return Comparison

Oppenheimer Intl is currently under evaluation in five year return among similar funds.

Oppenheimer Intl Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Oppenheimer Intl, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Oppenheimer Intl will eventually generate negative long term returns. The profitability progress is the general direction of Oppenheimer Intl's change in net profit over the period of time. It can combine multiple indicators of Oppenheimer Intl, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Under normal market conditions, the fund will invest at least 80 percent of its net assets, plus borrowings for investment purposes, in equity securities of small- and mid-cap companies, and in derivatives and other instruments that have economic characteristics similar to such securities. The funds manager considers small- and mid-cap companies to be those having a market capitalization in the range of the MSCI ACWI ex USA SMID Cap Index. The capitalization range of the index is subject to change at any time due to market activity or changes in its composition.

Oppenheimer Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Oppenheimer Intl. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Oppenheimer Intl position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Oppenheimer Intl's important profitability drivers and their relationship over time.

Use Oppenheimer Intl in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Oppenheimer Intl position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Oppenheimer Intl will appreciate offsetting losses from the drop in the long position's value.

Oppenheimer Intl Pair Trading

Oppenheimer Intl Small Pair Trading Analysis

The ability to find closely correlated positions to Oppenheimer Intl could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Oppenheimer Intl when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Oppenheimer Intl - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Oppenheimer Intl Small to buy it.
The correlation of Oppenheimer Intl is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Oppenheimer Intl moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Oppenheimer Intl Small moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Oppenheimer Intl can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Oppenheimer Intl position

In addition to having Oppenheimer Intl in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Baby Boomer Prospects Thematic Idea Now

Baby Boomer Prospects
Baby Boomer Prospects Theme
Equities with large market capitalization that account for significant contribution to overall economic growth especially within dividend-paying instruments and stocks from healthcare and financial sectors. The Baby Boomer Prospects theme has 99 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Baby Boomer Prospects Theme or any other thematic opportunities.
View All  Next Launch

Other Information on Investing in Oppenheimer Mutual Fund

To fully project Oppenheimer Intl's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Oppenheimer Intl Small at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Oppenheimer Intl's income statement, its balance sheet, and the statement of cash flows.
Potential Oppenheimer Intl investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Oppenheimer Intl investors may work on each financial statement separately, they are all related. The changes in Oppenheimer Intl's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Oppenheimer Intl's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
Balance Of Power
Check stock momentum by analyzing Balance Of Power indicator and other technical ratios
Idea Breakdown
Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes