Vy Oppenheimer One Year Return vs. Ten Year Return
| IOGPX Fund | USD 6.99 0.12 1.75% |
For Vy Oppenheimer profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Vy Oppenheimer to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Vy Oppenheimer Global utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Vy Oppenheimer's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Vy Oppenheimer Global over time as well as its relative position and ranking within its peers.
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Vy Oppenheimer Global Ten Year Return vs. One Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Vy Oppenheimer's current stock value. Our valuation model uses many indicators to compare Vy Oppenheimer value to that of its competitors to determine the firm's financial worth. Vy Oppenheimer Global is rated below average in one year return among similar funds. It is rated fourth overall fund in ten year return among similar funds reporting about 1.02 of Ten Year Return per One Year Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Vy Oppenheimer's earnings, one of the primary drivers of an investment's value.IOGPX Ten Year Return vs. One Year Return
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Vy Oppenheimer |
| = | 9.94 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Vy Oppenheimer |
| = | 10.18 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
IOGPX Ten Year Return Comparison
Vy Oppenheimer is rated third overall fund in ten year return among similar funds.
Vy Oppenheimer Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Vy Oppenheimer, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Vy Oppenheimer will eventually generate negative long term returns. The profitability progress is the general direction of Vy Oppenheimer's change in net profit over the period of time. It can combine multiple indicators of Vy Oppenheimer, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Under normal market conditions, the Portfolio invests mainly in common stocks of U.S. and foreign companies and normally will invest in at least three countries. It is not required to allocate any set percentage of its investments in any particular country and can invest, without limit, in foreign securities of any country, including countries with developing or emerging markets. The Portfolio may invest in real estate-related securities, including real estate investment trusts .
IOGPX Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Vy Oppenheimer. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Vy Oppenheimer position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Vy Oppenheimer's important profitability drivers and their relationship over time.
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Our tools can tell you how much better you can do entering a position in Vy Oppenheimer without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Use Investing Themes to Complement your Vy Oppenheimer position
In addition to having Vy Oppenheimer in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Petroleum and Natural Gas Thematic Idea Now
Petroleum and Natural Gas
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Petroleum and Natural Gas theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Petroleum and Natural Gas Theme or any other thematic opportunities.
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Other Information on Investing in IOGPX Mutual Fund
To fully project Vy Oppenheimer's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Vy Oppenheimer Global at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Vy Oppenheimer's income statement, its balance sheet, and the statement of cash flows.
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