Oakmark International Financial Statements From 2010 to 2022

OAKEX
 Fund
  

USD 13.52  0.27  2.04%   

Oakmark International financial statements provide useful quarterly and yearly information to potential Oakmark International Small 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 International financial statements helps investors assess Oakmark International's valuation, profitability, and current liquidity needs.
Oakmark International Small does not presently have any trending fundamental ratios for analysis.
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Check Oakmark International 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 International Valuation or Volatility modules. It can also supplement various Oakmark International Technical models . Please check the analysis of Oakmark International Correlation against competitors.

Oakmark Five Year Return Analysis

Oakmark International's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Five Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Five Year Return | All Equity Analysis

Current Oakmark International Five Year Return

    
  (2.04) %  
Most of Oakmark International's fundamental indicators, such as Five 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 International Small is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Compare to competition

Oakmark International Five Year Return Component Assessment

According to the company disclosure, Oakmark International Small has a Five Year Return of -2.04%. This is much lower than that of the Oakmark family and significantly lower than that of the Family category. The five year return for all United States funds is notably higher than that of the company.

Oakmark International Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Oakmark International's current stock value. Our valuation model uses many indicators to compare Oakmark International value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Oakmark International competition to find correlations between indicators driving Oakmark International's intrinsic value. More Info.
Oakmark International Small is number one fund in three year return among similar funds. It is number one fund in last dividend paid among similar funds . . Comparative valuation analysis is a catch-all model that can be used if you cannot value Oakmark International by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Oakmark International'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 International's earnings, one of the primary drivers of an investment's value.

About Oakmark International Financial Statements

There are typically three primary documents that fall into the category of financial statements. These documents include Oakmark International income statement, its balance sheet, and the statement of cash flows. Oakmark International investors use historical funamental indicators, such as Oakmark International's revenue or net income, to determine how well the company is positioned to perform in the future. Although Oakmark International investors may use each financial statement separately, they are all related. The changes in Oakmark International's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Oakmark International'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 International Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Oakmark International. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in a diversified portfolio of common stocks of non-U.S. companies. Oakmark International is traded on NASDAQ Exchange in the United States.
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 International 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 International's short interest history, or implied volatility extrapolated from Oakmark International options trading.

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Please check the analysis of Oakmark International Correlation against competitors. Note that the Oakmark International information on this page should be used as a complementary analysis to other Oakmark International'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 Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.

Complementary Tools for Oakmark Mutual Fund analysis

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