Oakmark Equity Financial Statements From 2010 to 2022

OAKBX
 Fund
  

USD 31.41  0.51  1.60%   

Oakmark Equity financial statements provide useful quarterly and yearly information to potential Oakmark Equity And investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Oakmark Equity financial statements helps investors assess Oakmark Equity's valuation, profitability, and current liquidity needs.
Oakmark Equity And does not presently have any trending fundamental ratios for analysis.
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Check Oakmark Equity financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Oakmark main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Oakmark financial statements analysis is a perfect complement when working with Oakmark Equity Valuation or Volatility modules. It can also supplement various Oakmark Equity Technical models . Please check the analysis of Oakmark Equity Correlation against competitors.

Oakmark Ten Year Return Analysis

Oakmark Equity's 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.
Ten Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Ten Year Return | All Equity Analysis

Current Oakmark Equity Ten Year Return

    
  6.49 %  
Most of Oakmark Equity's fundamental indicators, such as Ten Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Oakmark Equity And is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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.
Compare to competition

Oakmark Equity Ten Year Return Component Assessment

Based on the latest financial disclosure, Oakmark Equity And has a Ten Year Return of 6.49%. This is much higher than that of the Oakmark family and significantly higher than that of the Family category. The ten year return for all United States funds is notably lower than that of the firm.

Oakmark Equity And Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Oakmark Equity's current stock value. Our valuation model uses many indicators to compare Oakmark Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Oakmark Equity competition to find correlations between indicators driving Oakmark Equity's intrinsic value. More Info.
Oakmark Equity And is number one fund in price to book among similar funds. It is number one fund in equity positions weight among similar funds making about  31.86  of Equity Positions Weight per Price to Book. . Comparative valuation analysis is a catch-all model that can be used if you cannot value Oakmark Equity by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Oakmark Equity's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Oakmark Equity's earnings, one of the primary drivers of an investment's value.

About Oakmark Equity Financial Statements

There are typically three primary documents that fall into the category of financial statements. These documents include Oakmark Equity income statement, its balance sheet, and the statement of cash flows. Oakmark Equity investors use historical funamental indicators, such as Oakmark Equity's revenue or net income, to determine how well the company is positioned to perform in the future. Although Oakmark Equity investors may use each financial statement separately, they are all related. The changes in Oakmark Equity's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Oakmark Equity's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Oakmark Equity Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Oakmark Equity. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in a diversified portfolio of U.S. equity and debt securities. Oakmark Equity is traded on NASDAQ Exchange in the United States.

Oakmark Equity Investors Sentiment

The influence of Oakmark Equity's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Oakmark. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock markets does not have a solid backing from leading economists and market statisticians.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Oakmark Equity in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Oakmark Equity's short interest history, or implied volatility extrapolated from Oakmark Equity options trading.

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Please check the analysis of Oakmark Equity Correlation against competitors. Note that the Oakmark Equity And information on this page should be used as a complementary analysis to other Oakmark Equity's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Fund Screener module to find actively-traded funds from around the world traded on over 30 global exchanges.

Complementary Tools for Oakmark Mutual Fund analysis

When running Oakmark Equity And price analysis, check to measure Oakmark Equity's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Oakmark Equity is operating at the current time. Most of Oakmark Equity's value examination focuses on studying past and present price action to predict the probability of Oakmark Equity's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Oakmark Equity's price. Additionally, you may evaluate how the addition of Oakmark Equity to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Oakmark Equity's value and its price as these two are different measures arrived at by different means. Investors typically determine Oakmark Equity value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Oakmark Equity'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.