Oppenheimer Aggrssv Annual Yield vs. Ten Year Return
OYAIX Fund | USD 14.40 0.11 0.77% |
For Oppenheimer Aggrssv profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Oppenheimer Aggrssv to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Oppenheimer Aggrssv Invstr utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Oppenheimer Aggrssv's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Oppenheimer Aggrssv Invstr over time as well as its relative position and ranking within its peers.
Oppenheimer |
Oppenheimer Aggrssv Ten Year Return vs. Annual Yield Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Oppenheimer Aggrssv's current stock value. Our valuation model uses many indicators to compare Oppenheimer Aggrssv value to that of its competitors to determine the firm's financial worth. Oppenheimer Aggrssv Invstr is number one fund in annual yield among similar funds. It also is number one fund in ten year return among similar funds reporting about 750.00 of Ten Year Return per Annual Yield. 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 Aggrssv's earnings, one of the primary drivers of an investment's value.Oppenheimer Ten Year Return vs. Annual Yield
Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Oppenheimer Aggrssv |
| = | 0.01 % |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Oppenheimer Aggrssv |
| = | 8.25 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Oppenheimer Ten Year Return Comparison
Oppenheimer Aggrssv is currently under evaluation in ten year return among similar funds.
Oppenheimer Aggrssv Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Oppenheimer Aggrssv, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Oppenheimer Aggrssv will eventually generate negative long term returns. The profitability progress is the general direction of Oppenheimer Aggrssv's change in net profit over the period of time. It can combine multiple indicators of Oppenheimer Aggrssv, 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.
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.
Oppenheimer Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Oppenheimer Aggrssv. 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 Aggrssv 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 Aggrssv's important profitability drivers and their relationship over time.
Use Oppenheimer Aggrssv 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 Aggrssv 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 Aggrssv will appreciate offsetting losses from the drop in the long position's value.Oppenheimer Aggrssv Pair Trading
Oppenheimer Aggrssv Invstr Pair Trading Analysis
The ability to find closely correlated positions to Oppenheimer Aggrssv 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 Aggrssv 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 Aggrssv - 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 Aggrssv Invstr to buy it.
The correlation of Oppenheimer Aggrssv 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 Aggrssv moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Oppenheimer Aggrssv 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 Aggrssv 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.Use Investing Themes to Complement your Oppenheimer Aggrssv position
In addition to having Oppenheimer Aggrssv 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 Machinery Thematic Idea Now
Machinery
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Machinery theme has 61 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 Machinery Theme or any other thematic opportunities.
View All Next | Launch |
Other Information on Investing in Oppenheimer Mutual Fund
To fully project Oppenheimer Aggrssv's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Oppenheimer Aggrssv 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 Aggrssv's income statement, its balance sheet, and the statement of cash flows.
Content Syndication Quickly integrate customizable finance content to your own investment portal | |
Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges |