Oppenheimer Cnsrvtv Invstr Fund Market Value
| OCCIX Fund | USD 8.47 0.02 0.24% |
| Symbol | Oppenheimer |
Oppenheimer Cnsrvtv '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 Oppenheimer Cnsrvtv'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 Oppenheimer Cnsrvtv.
| 12/31/2024 |
| 03/31/2025 |
If you would invest 0.00 in Oppenheimer Cnsrvtv on December 31, 2024 and sell it all today you would earn a total of 0.00 from holding Oppenheimer Cnsrvtv Invstr or generate 0.0% return on investment in Oppenheimer Cnsrvtv over 90 days. Oppenheimer Cnsrvtv is related to or competes with Blackrock Global, Rbc Short, Touchstone Ultra, Cmg Ultra, Angel Oak, Blackrock Short-term, and Transamerica Short-term. The fund is a fund of funds, and invests its assets in other underlying mutual funds advised by the Adviser and exchange... More
Oppenheimer Cnsrvtv 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 Oppenheimer Cnsrvtv'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 Oppenheimer Cnsrvtv Invstr upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.2994 | |||
| Information Ratio | 0.2085 | |||
| Maximum Drawdown | 1.19 | |||
| Value At Risk | (0.36) | |||
| Potential Upside | 0.4706 |
Oppenheimer Cnsrvtv Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Oppenheimer Cnsrvtv's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Oppenheimer Cnsrvtv's standard deviation. In reality, there are many statistical measures that can use Oppenheimer Cnsrvtv historical prices to predict the future Oppenheimer Cnsrvtv's volatility.| Risk Adjusted Performance | 0.0158 | |||
| Jensen Alpha | 0.0037 | |||
| Total Risk Alpha | 0.0185 | |||
| Sortino Ratio | 0.1858 | |||
| Treynor Ratio | 0.0514 |
Oppenheimer Cnsrvtv Backtested Returns
At this stage we consider Oppenheimer Mutual Fund to be very steady. Oppenheimer Cnsrvtv maintains Sharpe Ratio (i.e., Efficiency) of 0.052, which implies the entity had a 0.052 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Oppenheimer Cnsrvtv, which you can use to evaluate the volatility of the fund. Please check Oppenheimer Cnsrvtv's Risk Adjusted Performance of 0.0158, coefficient of variation of 2258.58, and Semi Deviation of 0.2029 to confirm if the risk estimate we provide is consistent with the expected return of 0.014%. The fund holds a Beta of 0.0353, which implies not very significant fluctuations relative to the market. As returns on the market increase, Oppenheimer Cnsrvtv's returns are expected to increase less than the market. However, during the bear market, the loss of holding Oppenheimer Cnsrvtv is expected to be smaller as well.
Auto-correlation | -0.69 |
Very good reverse predictability
Oppenheimer Cnsrvtv Invstr has very good reverse predictability. Overlapping area represents the amount of predictability between Oppenheimer Cnsrvtv time series from 31st of December 2024 to 14th of February 2025 and 14th of February 2025 to 31st 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 Oppenheimer Cnsrvtv price movement. The serial correlation of -0.69 indicates that around 69.0% of current Oppenheimer Cnsrvtv price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.69 | |
| Spearman Rank Test | -0.64 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
Oppenheimer Cnsrvtv lagged returns against current returns
Autocorrelation, which is Oppenheimer Cnsrvtv 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 Oppenheimer Cnsrvtv's mutual fund expected returns. We can calculate the autocorrelation of Oppenheimer Cnsrvtv returns to help us make a trade decision. For example, suppose you find that Oppenheimer Cnsrvtv 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 |
Oppenheimer Cnsrvtv 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 Oppenheimer Cnsrvtv mutual fund is displaying a positive serial correlation, investors will expect a positive pattern to continue. However, if Oppenheimer Cnsrvtv mutual fund is observed to have a negative serial correlation, investors will generally project negative sentiment on having a locked-in long position in Oppenheimer Cnsrvtv mutual fund over time.
Current vs Lagged Prices |
| Timeline |
Oppenheimer Cnsrvtv Lagged Returns
When evaluating Oppenheimer Cnsrvtv's market value, investors can use the concept of autocorrelation to see how much of an impact past prices of Oppenheimer Cnsrvtv mutual fund have on its future price. Oppenheimer Cnsrvtv 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, Oppenheimer Cnsrvtv autocorrelation shows the relationship between Oppenheimer Cnsrvtv mutual fund current value and its past values and can show if there is a momentum factor associated with investing in Oppenheimer Cnsrvtv Invstr.
Regressed Prices |
| Timeline |
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Other Information on Investing in Oppenheimer Mutual Fund
Oppenheimer Cnsrvtv 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 Cnsrvtv security.
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