Oppenheimer Value Fd Fund Market Value

OGRIX Fund  USD 32.92  0.48  1.48%   
Oppenheimer Value's market value is the price at which a share of Oppenheimer Value trades on a public exchange. It measures the collective expectations of Oppenheimer Value Fd investors about its performance. Oppenheimer Value is trading at 32.92 as of the 15th of March 2025; that is 1.48 percent increase since the beginning of the trading day. The fund's open price was 32.44.
With this module, you can estimate the performance of a buy and hold strategy of Oppenheimer Value Fd and determine expected loss or profit from investing in Oppenheimer Value over a given investment horizon. Check out Oppenheimer Value Correlation, Oppenheimer Value Volatility and Oppenheimer Value Alpha and Beta module to complement your research on Oppenheimer Value.
Symbol

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

Oppenheimer Value '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 Value'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 Value.
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 Oppenheimer Value on December 15, 2024 and sell it all today you would earn a total of 0.00 from holding Oppenheimer Value Fd or generate 0.0% return on investment in Oppenheimer Value over 90 days. Oppenheimer Value is related to or competes with Janus Global, Wells Fargo, Federated Hermes, Diversified Bond, John Hancock, Aqr Diversified, and Great-west Moderately. The fund invests, under normal circumstances, at least 80 percent of its net assets in common stocks, and in derivatives... More

Oppenheimer Value 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 Value'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 Value Fd upside and downside potential and time the market with a certain degree of confidence.

Oppenheimer Value Market Risk Indicators

Today, many novice investors tend to focus exclusively on investment returns with little concern for Oppenheimer Value's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Oppenheimer Value's standard deviation. In reality, there are many statistical measures that can use Oppenheimer Value historical prices to predict the future Oppenheimer Value's volatility.
Hype
Prediction
LowEstimatedHigh
32.0732.9233.77
Details
Intrinsic
Valuation
LowRealHigh
32.1733.0233.87
Details
Naive
Forecast
LowNextHigh
31.4632.3133.16
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
32.0733.2634.45
Details

Oppenheimer Value Backtested Returns

Oppenheimer Value maintains Sharpe Ratio (i.e., Efficiency) of -0.0158, which implies the entity had a -0.0158 % return per unit of risk over the last 3 months. Oppenheimer Value exposes twenty-one different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please check Oppenheimer Value's Variance of 3.04, risk adjusted performance of (0.11), and Coefficient Of Variation of (789.15) to confirm the risk estimate we provide. The fund holds a Beta of 0.68, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Oppenheimer Value's returns are expected to increase less than the market. However, during the bear market, the loss of holding Oppenheimer Value is expected to be smaller as well.

Auto-correlation

    
  -0.48  

Modest reverse predictability

Oppenheimer Value Fd has modest reverse predictability. Overlapping area represents the amount of predictability between Oppenheimer Value 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 Oppenheimer Value price movement. The serial correlation of -0.48 indicates that about 48.0% of current Oppenheimer Value price fluctuation can be explain by its past prices.
Correlation Coefficient-0.48
Spearman Rank Test-0.14
Residual Average0.0
Price Variance0.2

Oppenheimer Value lagged returns against current returns

Autocorrelation, which is Oppenheimer Value 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 Value's mutual fund expected returns. We can calculate the autocorrelation of Oppenheimer Value returns to help us make a trade decision. For example, suppose you find that Oppenheimer Value 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 Value 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 Value mutual fund is displaying a positive serial correlation, investors will expect a positive pattern to continue. However, if Oppenheimer Value 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 Value mutual fund over time.
   Current vs Lagged Prices   
       Timeline  

Oppenheimer Value Lagged Returns

When evaluating Oppenheimer Value's market value, investors can use the concept of autocorrelation to see how much of an impact past prices of Oppenheimer Value mutual fund have on its future price. Oppenheimer Value 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 Value autocorrelation shows the relationship between Oppenheimer Value mutual fund current value and its past values and can show if there is a momentum factor associated with investing in Oppenheimer Value Fd.
   Regressed Prices   
       Timeline  

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Other Information on Investing in Oppenheimer Mutual Fund

Oppenheimer Value 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 Value security.
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