Oakmark Select Fund Price on March 27, 2024
| OAZLX Fund | USD 80.46 0.60 0.74% |
If you're considering investing in Oakmark Mutual Fund, it is important to understand the factors that can impact its price. As of today, the current price of Oakmark Select stands at 80.46, as last reported on the 29th of December, with the highest price reaching 80.46 and the lowest price hitting 80.46 during the day. At this stage we consider Oakmark Mutual Fund to be very steady. Oakmark Select maintains Sharpe Ratio (i.e., Efficiency) of 0.0987, which implies the entity had a 0.0987% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Oakmark Select, which you can use to evaluate the volatility of the fund. Please check Oakmark Select's Semi Deviation of 0.6961, risk adjusted performance of 0.097, and Coefficient Of Variation of 837.24 to confirm if the risk estimate we provide is consistent with the expected return of 0.097%.
Oakmark Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Oakmark |
Sharpe Ratio = 0.0987
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | OAZLX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.98 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 7 93% of assets perform better |
Based on monthly moving average Oakmark Select 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 Oakmark Select by adding it to a well-diversified portfolio.
Oakmark Select Valuation on March 27, 2024
It is possible to determine the worth of Oakmark Select on a given historical date. On March 27, 2024 Oakmark was worth 74.31 at the beginning of the trading date compared to the closed value of 74.31. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Oakmark Select mutual fund. Still, in general, we apply an absolute valuation method to find Oakmark Select'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 Select where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Oakmark Select's related companies.
| Open | High | Low | Close | Volume | |
| 73.36 | 73.36 | 73.36 | 73.36 | 1.00 | |
03/27/2024 | 74.31 | 74.31 | 74.31 | 74.31 | 1.00 |
| 74.72 | 74.72 | 74.72 | 74.72 | 1.00 |
| Backtest Oakmark Select | | | Oakmark Select History | | | Oakmark Select Valuation | Previous | Next |
Oakmark Select Trading Date Momentum on March 27, 2024
| On March 28 2024 Oakmark Select was traded for 74.72 at the closing time. The highest daily price throughout the period was 74.72 and the lowest price was 74.72 . There was no trading activity during the period 1.0. Lack of trading volume on 03/28/2024 added to the next day price jump. The trading delta at closing time to closing price of the next trading day was 0.55% . The trading delta at closing time to current closing price is 0.34% . |
Oakmark Select Fundamentals Correlations and Trends
By evaluating Oakmark Select'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 Select'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 Select Mutual Fund history
Oakmark Select 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 Select 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 Select stock prices may prove useful in developing a viable investing in Oakmark Select
The fund invests primarily in common stocks of U.S. companies. It could own as few as twelve securities, but generally will have approximately twenty securities in its portfolio and as a result, a higher percentage of the funds total assets may at times be invested in a particular sector or industry. It generally invests in the securities of large- and mid-capitalization companies. The fund uses a value investment philosophy in selecting equity securities. It is non-diversified.
Oakmark Select Mutual Fund Technical Analysis
Oakmark Select 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 Select Period Price Range
Low | December 29, 2024
| High |
0.00 | 0.00 |
Oakmark Select 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 Select December 29, 2024 Market Strength
Market strength indicators help investors to evaluate how Oakmark Select 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 Select shares will generate the highest return on investment. By undertsting and applying Oakmark Select mutual fund market strength indicators, traders can identify Oakmark Select entry and exit signals to maximize returns
Oakmark Select Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Oakmark Select'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 | 0.097 | |||
| Jensen Alpha | 0.1029 | |||
| Total Risk Alpha | 0.079 | |||
| Sortino Ratio | 0.0952 | |||
| Treynor Ratio | 0.761 |
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
Other Information on Investing in Oakmark Mutual Fund
Oakmark Select 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 Select security.
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Commodity Directory Find actively traded commodities issued by global exchanges |