Oakmark Fund Investor Fund Market Value

OAKMX Fund  USD 151.69  3.07  2.07%   
Oakmark Fund's market value is the price at which a share of Oakmark Fund trades on a public exchange. It measures the collective expectations of Oakmark Fund Investor investors about its performance. Oakmark Fund is trading at 151.69 as of the 15th of March 2025; that is 2.07 percent up since the beginning of the trading day. The fund's open price was 148.62.
With this module, you can estimate the performance of a buy and hold strategy of Oakmark Fund Investor and determine expected loss or profit from investing in Oakmark Fund over a given investment horizon. Check out Oakmark Fund Correlation, Oakmark Fund Volatility and Oakmark Fund Alpha and Beta module to complement your research on Oakmark Fund.
Symbol

Please note, there is a significant difference between Oakmark Fund's value and its price as these two are different measures arrived at by different means. Investors typically determine if Oakmark Fund is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Oakmark Fund'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.

Oakmark Fund 'What if' Analysis

In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Oakmark Fund's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Oakmark Fund.
0.00
12/15/2024
No Change 0.00  0.0 
In 3 months and 1 day
03/15/2025
0.00
If you would invest  0.00  in Oakmark Fund on December 15, 2024 and sell it all today you would earn a total of 0.00 from holding Oakmark Fund Investor or generate 0.0% return on investment in Oakmark Fund over 90 days. Oakmark Fund is related to or competes with Oakmark Select, Oakmark International, Oakmark Equity, Oakmark Global, and Clipper Fund. The fund invests primarily in a diversified portfolio of common stocks of U.S More

Oakmark Fund Upside/Downside Indicators

Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Oakmark Fund's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Oakmark Fund Investor upside and downside potential and time the market with a certain degree of confidence.

Oakmark Fund Market Risk Indicators

Today, many novice investors tend to focus exclusively on investment returns with little concern for Oakmark Fund's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Oakmark Fund's standard deviation. In reality, there are many statistical measures that can use Oakmark Fund historical prices to predict the future Oakmark Fund's volatility.
Hype
Prediction
LowEstimatedHigh
150.74151.66152.58
Details
Intrinsic
Valuation
LowRealHigh
151.64152.56153.48
Details

Oakmark Fund Investor Backtested Returns

Oakmark Fund Investor maintains Sharpe Ratio (i.e., Efficiency) of -0.0434, which implies the entity had a -0.0434 % return per unit of risk over the last 3 months. Oakmark Fund Investor exposes twenty-one different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please check Oakmark Fund's Risk Adjusted Performance of (0.1), variance of 0.7158, and Coefficient Of Variation of (860.50) to confirm the risk estimate we provide. The fund holds a Beta of 0.75, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Oakmark Fund's returns are expected to increase less than the market. However, during the bear market, the loss of holding Oakmark Fund is expected to be smaller as well.

Auto-correlation

    
  -0.75  

Almost perfect reverse predictability

Oakmark Fund Investor has almost perfect reverse predictability. Overlapping area represents the amount of predictability between Oakmark Fund time series from 15th of December 2024 to 29th of January 2025 and 29th of January 2025 to 15th of March 2025. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Oakmark Fund Investor price movement. The serial correlation of -0.75 indicates that around 75.0% of current Oakmark Fund price fluctuation can be explain by its past prices.
Correlation Coefficient-0.75
Spearman Rank Test-0.38
Residual Average0.0
Price Variance6.68

Oakmark Fund Investor lagged returns against current returns

Autocorrelation, which is Oakmark Fund mutual fund's lagged correlation, explains the relationship between observations of its time series of returns over different periods of time. The observations are said to be independent if autocorrelation is zero. Autocorrelation is calculated as a function of mean and variance and can have practical application in predicting Oakmark Fund's mutual fund expected returns. We can calculate the autocorrelation of Oakmark Fund returns to help us make a trade decision. For example, suppose you find that Oakmark Fund has exhibited high autocorrelation historically, and you observe that the mutual fund is moving up for the past few days. In that case, you can expect the price movement to match the lagging time series.
   Current and Lagged Values   
       Timeline  

Oakmark Fund regressed lagged prices vs. current prices

Serial correlation can be approximated by using the Durbin-Watson (DW) test. The correlation can be either positive or negative. If Oakmark Fund mutual fund is displaying a positive serial correlation, investors will expect a positive pattern to continue. However, if Oakmark Fund mutual fund is observed to have a negative serial correlation, investors will generally project negative sentiment on having a locked-in long position in Oakmark Fund mutual fund over time.
   Current vs Lagged Prices   
       Timeline  

Oakmark Fund Lagged Returns

When evaluating Oakmark Fund's market value, investors can use the concept of autocorrelation to see how much of an impact past prices of Oakmark Fund mutual fund have on its future price. Oakmark Fund autocorrelation represents the degree of similarity between a given time horizon and a lagged version of the same horizon over the previous time interval. In other words, Oakmark Fund autocorrelation shows the relationship between Oakmark Fund mutual fund current value and its past values and can show if there is a momentum factor associated with investing in Oakmark Fund Investor.
   Regressed Prices   
       Timeline  

Also Currently Popular

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 Oakmark Mutual Fund

Oakmark Fund 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 Fund security.
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