Oppenheimer Rochester Financial Statements From 2010 to 2025
| LTNCX Fund | USD 2.77 0.01 0.36% |
Check Oppenheimer Rochester financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Oppenheimer Rochester's main balance sheet or income statement drivers, such as , as well as many indicators such as . Oppenheimer financial statements analysis is a perfect complement when working with Oppenheimer Rochester Valuation or Volatility modules.
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Oppenheimer Rochester Ltdterm Mutual Fund Year To Date Return Analysis
Oppenheimer Rochester's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Oppenheimer Rochester Year To Date Return | 0.01 % |
Most of Oppenheimer Rochester's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Oppenheimer Rochester Ltdterm is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
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Based on the company's disclosures, Oppenheimer Rochester Ltdterm has a Year To Date Return of 0.0072%. This is much higher than that of the Invesco family and significantly higher than that of the Muni Single State Short category. The year to date return for all United States funds is notably lower than that of the firm.
Oppenheimer Rochester Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Oppenheimer Rochester's current stock value. Our valuation model uses many indicators to compare Oppenheimer Rochester value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Oppenheimer Rochester competition to find correlations between indicators driving Oppenheimer Rochester's intrinsic value. More Info.Oppenheimer Rochester Ltdterm is number one fund in annual yield among similar funds. It is rated second overall fund in year to date return among similar funds creating about 1.85 of Year To Date 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 Rochester's earnings, one of the primary drivers of an investment's value.About Oppenheimer Rochester Financial Statements
Oppenheimer Rochester investors use historical fundamental indicators, such as Oppenheimer Rochester's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Oppenheimer Rochester. Please read more on 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 federal and, as applicable, the funds state income tax. The adviser selects investments without regard to the federal alternative minimum tax . Additionally, under normal market conditions, the fund invests at least 80 percent of its net assets in New York municipal securities, and in derivatives and other instruments that have economic characteristics similar to such securities.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Oppenheimer Mutual Fund
Oppenheimer Rochester 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 Rochester security.
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