Oppenheimer Russell 2000 Etf Performance
| OMFS Etf | USD 37.47 1.04 2.85% |
The etf holds a Beta of 0.94, which implies possible diversification benefits within a given portfolio. Oppenheimer Russell returns are very sensitive to returns on the market. As the market goes up or down, Oppenheimer Russell is expected to follow.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Oppenheimer Russell 2000 has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest conflicting performance, the Etf's technical and fundamental indicators remain stable and the newest uproar on Wall Street may also be a sign of mid-term gains for the exchange-traded fund private investors. ...more
1 | Long Term Investment Analysis - Stock Traders Daily | 01/29/2025 |
2 | When Moves Investors should Listen - Stock Traders Daily | 02/20/2025 |
3 | Trading Report - Stock Traders Daily | 03/14/2025 |
| In Threey Sharp Ratio | 0.02 |
Oppenheimer |
Oppenheimer Russell Relative Risk vs. Return Landscape
If you would invest 4,223 in Oppenheimer Russell 2000 on December 16, 2024 and sell it today you would lose (476.00) from holding Oppenheimer Russell 2000 or give up 11.27% of portfolio value over 90 days. Oppenheimer Russell 2000 is currently does not generate positive expected returns and assumes 1.2122% risk (volatility on return distribution) over the 90 days horizon. In different words, 10% of etfs are less volatile than Oppenheimer, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Oppenheimer Russell Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Oppenheimer Russell's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Oppenheimer Russell 2000, and traders can use it to determine the average amount a Oppenheimer Russell's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1556
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| Negative Returns | OMFS |
Estimated Market Risk
| 1.21 actual daily | 10 90% of assets are more volatile |
Expected Return
| -0.19 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.16 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Oppenheimer Russell 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 Oppenheimer Russell by adding Oppenheimer Russell to a well-diversified portfolio.
Oppenheimer Russell Fundamentals Growth
Oppenheimer Etf prices reflect investors' perceptions of the future prospects and financial health of Oppenheimer Russell, and Oppenheimer Russell fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Oppenheimer Etf performance.
| Total Asset | 157.01 M | |||
About Oppenheimer Russell Performance
Assessing Oppenheimer Russell's fundamental ratios provides investors with valuable insights into Oppenheimer Russell's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Oppenheimer Russell is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
The fund generally will invest at least 80 percent of its total assets in the securities that comprise the underlying index. Oppenheimer Russell is traded on BATS Exchange in the United States.| Oppenheimer Russell generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Trading Report - Stock Traders Daily | |
| The fund maintains 99.95% of its assets in stocks |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Oppenheimer Russell 2000. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in census. You can also try the USA ETFs module to find actively traded Exchange Traded Funds (ETF) in USA.
The market value of Oppenheimer Russell 2000 is measured differently than its book value, which is the value of Oppenheimer that is recorded on the company's balance sheet. Investors also form their own opinion of Oppenheimer Russell's value that differs from its market value or its book value, called intrinsic value, which is Oppenheimer Russell's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Oppenheimer Russell's market value can be influenced by many factors that don't directly affect Oppenheimer Russell's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Oppenheimer Russell's value and its price as these two are different measures arrived at by different means. Investors typically determine if Oppenheimer Russell is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Oppenheimer Russell'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.