Oakmark International Small Fund Price on April 9, 2024
| OANEX Fund | USD 18.58 0.08 0.43% |
Below is the normalized historical share price chart for Oakmark International Small extending back to November 30, 2016. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Oakmark International stands at 18.58, as last reported on the 14th of December 2024, with the highest price reaching 18.58 and the lowest price hitting 18.58 during the day.
If you're considering investing in Oakmark Mutual Fund, it is important to understand the factors that can impact its price. Oakmark International maintains Sharpe Ratio (i.e., Efficiency) of -0.12, which implies the entity had a -0.12% return per unit of risk over the last 3 months. Oakmark International exposes twenty-one different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please check Oakmark International's Risk Adjusted Performance of (0.07), coefficient of variation of (1,048), and Variance of 1.48 to confirm the risk estimate we provide.
Oakmark Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Oakmark |
Sharpe Ratio = -0.1195
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| Negative Returns | OANEX |
Estimated Market Risk
| 1.21 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.15 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.12 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Oakmark International 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 Oakmark International by adding Oakmark International to a well-diversified portfolio.
Oakmark International Valuation on April 9, 2024
It is possible to determine the worth of Oakmark International on a given historical date. On April 9, 2024 Oakmark was worth 19.79 at the beginning of the trading date compared to the closed value of 19.79. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Oakmark International mutual fund. Still, in general, we apply an absolute valuation method to find Oakmark International's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Oakmark International where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Oakmark International's related companies.
| Open | High | Low | Close | Volume | |
| 19.82 | 19.82 | 19.82 | 19.82 | 1.00 | |
04/09/2024 | 19.79 | 19.79 | 19.79 | 19.79 | 1.00 |
| 19.61 | 19.61 | 19.61 | 19.61 | 1.00 |
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Oakmark International Trading Date Momentum on April 9, 2024
| On April 10 2024 Oakmark International Small was traded for 19.61 at the closing time. The highest daily price throughout the period was 19.61 and the lowest price was 19.61 . There was no trading activity during the period 1.0. Lack of trading volume on 04/10/2024 added to the next day price reduction. The trading delta at closing time to closing price of the next trading day was 0.91% . The trading delta at closing time to current closing price is 5.10% . |
Oakmark International Fundamentals Correlations and Trends
By evaluating Oakmark International's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Oakmark International's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Oakmark financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Oakmark International Mutual Fund history
Oakmark International investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Oakmark is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Oakmark International will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Oakmark International stock prices may prove useful in developing a viable investing in Oakmark International
The fund invests primarily in a diversified portfolio of common stocks of non-U.S. companies. It invests at least 80 percent of its net assets in the stocks of small cap companies. A small cap company is one whose market capitalization is no greater than the largest market capitalization of any company included in the SP EPAC Small Cap Index. The fund may invest in non-U.S. markets throughout the world, including emerging markets. It will invest in the securities of at least five countries outside the U.S.
Oakmark International Mutual Fund Technical Analysis
Oakmark International technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Oakmark International Period Price Range
Low | December 14, 2024
| High |
0.00 | 0.00 |
Oakmark International Small cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Oakmark International December 14, 2024 Market Strength
Market strength indicators help investors to evaluate how Oakmark International mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Oakmark International shares will generate the highest return on investment. By undertsting and applying Oakmark International mutual fund market strength indicators, traders can identify Oakmark International Small entry and exit signals to maximize returns
Oakmark International Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Oakmark International's price direction in advance. Along with the technical and fundamental analysis of Oakmark Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Oakmark to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | (0.07) | |||
| Jensen Alpha | (0.12) | |||
| Total Risk Alpha | (0.28) | |||
| Treynor Ratio | 4.06 |
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Other Information on Investing in Oakmark Mutual Fund
Oakmark International financial ratios help investors to determine whether Oakmark 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 Oakmark with respect to the benefits of owning Oakmark International security.
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk |