Oppenheimer International Bond Fund Manager Performance Evaluation

OIBYX Fund  USD 4.37  0.03  0.69%   
The fund holds a Beta of 0.0916, which implies not very significant fluctuations relative to the market. As returns on the market increase, Oppenheimer International's returns are expected to increase less than the market. However, during the bear market, the loss of holding Oppenheimer International is expected to be smaller as well.

Risk-Adjusted Performance

0 of 100

 
Weak
 
Strong
Very Weak
Over the last 90 days Oppenheimer International Bond has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Oppenheimer International is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more
1
Invesco International Bond Fund Q3 2024 Commentary - Seeking Alpha
11/27/2024
Expense Ratio0.8000
  

Oppenheimer International Relative Risk vs. Return Landscape

If you would invest  442.00  in Oppenheimer International Bond on September 17, 2024 and sell it today you would lose (5.00) from holding Oppenheimer International Bond or give up 1.13% of portfolio value over 90 days. Oppenheimer International Bond is currently producing negative expected returns and takes up 0.3958% volatility of returns over 90 trading days. Put another way, 3% of traded mutual funds are less volatile than Oppenheimer, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Oppenheimer International is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 1.84 times less risky than the market. the firm trades about -0.04 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.11 of returns per unit of risk over similar time horizon.

Oppenheimer International Current Valuation

Fairly Valued
Today
4.37
Please note that Oppenheimer International's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Oppenheimer International holds a recent Real Value of $4.37 per share. The prevailing price of the fund is $4.37. We determine the value of Oppenheimer 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 Oppenheimer International is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Oppenheimer Mutual Fund. However, Oppenheimer 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  4.37 Real  4.37 Hype  4.37
The intrinsic value of Oppenheimer 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 Oppenheimer 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.
4.37
Real Value
4.76
Upside
Estimating the potential upside or downside of Oppenheimer International Bond helps investors to forecast how Oppenheimer 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 Oppenheimer International more accurately as focusing exclusively on Oppenheimer International's fundamentals will not take into account other important factors:
Hype
Prediction
LowEstimatedHigh
3.984.374.76
Details

Oppenheimer International Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Oppenheimer International's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Oppenheimer International Bond, and traders can use it to determine the average amount a Oppenheimer 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 = -0.0429

Best PortfolioBest Equity
Good Returns
Average Returns
Small Returns
CashSmall RiskAverage RiskHigh RiskHuge Risk
Negative ReturnsOIBYX

Estimated Market Risk

 0.4
  actual daily
3
97% of assets are more volatile

Expected Return

 -0.02
  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 Oppenheimer 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 Oppenheimer International by adding Oppenheimer International to a well-diversified portfolio.

Oppenheimer International Fundamentals Growth

Oppenheimer Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Oppenheimer International, and Oppenheimer 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 Oppenheimer Mutual Fund performance.

About Oppenheimer International Performance

Evaluating Oppenheimer International's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Oppenheimer 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 Oppenheimer 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 mainly in debt securities of foreign government and corporate issuers. Under normal market conditions, it invests at least 80 percent of its net assets in debt securities, and in derivatives and other instruments that have economic characteristics similar to such securities. The fund typically invests in at least three countries other than the United States. It invests in debt securities of issuers in both developed and emerging markets throughout the world. It is non-diversified.

Things to note about Oppenheimer International performance evaluation

Checking the ongoing alerts about Oppenheimer International for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Oppenheimer International help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Oppenheimer International generated a negative expected return over the last 90 days
Latest headline from news.google.com: Invesco International Bond Fund Q3 2024 Commentary - Seeking Alpha
Oppenheimer International generated five year return of -1.0%
This fund maintains about 67.96% of its assets in cash
Evaluating Oppenheimer International's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Oppenheimer International's mutual fund performance include:
  • Analyzing Oppenheimer 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 Oppenheimer International's stock is overvalued or undervalued compared to its peers.
  • Examining Oppenheimer 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 Oppenheimer International's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Oppenheimer International's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Oppenheimer International's mutual fund. These opinions can provide insight into Oppenheimer International's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Oppenheimer International's mutual fund performance is not an exact science, and many factors can impact Oppenheimer International's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Oppenheimer Mutual Fund

Oppenheimer International 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 International security.
Instant Ratings
Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance
Pair Correlation
Compare performance and examine fundamental relationship between any two equity instruments
Piotroski F Score
Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals
USA ETFs
Find actively traded Exchange Traded Funds (ETF) in USA