Oakmark International Small Fund Manager Performance Evaluation
| OANEX Fund | USD 20.02 0.04 0.20% |
The fund holds a Beta of -0.0935, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Oakmark International are expected to decrease at a much lower rate. During the bear market, Oakmark International is likely to outperform the market.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Oakmark International Small has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Oakmark International is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.1000 |
Oakmark |
Oakmark International Relative Risk vs. Return Landscape
If you would invest 2,052 in Oakmark International Small on September 14, 2024 and sell it today you would lose (50.00) from holding Oakmark International Small or give up 2.44% of portfolio value over 90 days. Oakmark International Small is currently producing negative expected returns and takes up 0.8391% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Oakmark, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Oakmark International Current Valuation
Overvalued
Today
Please note that Oakmark International's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Oakmark International holds a recent Real Value of $18.76 per share. The prevailing price of the fund is $20.02. We determine the value of Oakmark International from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Oakmark International is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Oakmark Mutual Fund. However, Oakmark International's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 20.02 | Real 18.76 | Hype 20.02 |
The intrinsic value of Oakmark International's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Oakmark International's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Oakmark International Small helps investors to forecast how Oakmark mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Oakmark International more accurately as focusing exclusively on Oakmark International's fundamentals will not take into account other important factors: Oakmark International Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Oakmark International's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Oakmark International Small, and traders can use it to determine the average amount a Oakmark International'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 = -0.0425
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | OANEX |
Estimated Market Risk
| 0.84 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Oakmark International 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 Oakmark International by adding Oakmark International to a well-diversified portfolio.
Oakmark International Fundamentals Growth
Oakmark Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Oakmark International, and Oakmark International 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 Oakmark Mutual Fund performance.
| Price To Earning | 2.61 X | ||||
| Total Asset | 1.17 B | ||||
About Oakmark International Performance
Evaluating Oakmark International's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Oakmark International has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Oakmark International has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests primarily in a diversified portfolio of common stocks of non-U.S. companies. It invests at least 80 percent of its net assets in the stocks of small cap companies. A small cap company is one whose market capitalization is no greater than the largest market capitalization of any company included in the SP EPAC Small Cap Index. The fund may invest in non-U.S. markets throughout the world, including emerging markets. It will invest in the securities of at least five countries outside the U.S.Things to note about Oakmark International performance evaluation
Checking the ongoing alerts about Oakmark International for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Oakmark International help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Oakmark International generated a negative expected return over the last 90 days | |
| The fund maintains 97.08% of its assets in stocks |
- Analyzing Oakmark International's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Oakmark International's stock is overvalued or undervalued compared to its peers.
- Examining Oakmark International's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Oakmark International's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Oakmark International's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Oakmark International's mutual fund. These opinions can provide insight into Oakmark International's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Oakmark Mutual Fund
Oakmark International 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 International security.
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments |