OAKMARK Ten Year Return

OAYMX
 Fund
  

USD 104.71  1.88  1.76%   

OAKMARK FUND ADVISOR fundamentals help investors to digest information that contributes to OAKMARK FUND's financial success or failures. It also enables traders to predict the movement of OAKMARK Mutual Fund. The fundamental analysis module provides a way to measure OAKMARK FUND's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to OAKMARK FUND mutual fund.
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  

OAKMARK Ten Year Return Analysis

OAKMARK FUND'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 FUND Ten Year Return

    
  10.49 %  
Most of OAKMARK FUND'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 FUND ADVISOR 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 FUND Ten Year Return Component Assessment

Based on the latest financial disclosure, OAKMARK FUND ADVISOR has a Ten Year Return of 10.49%. This is much higher than that of the Oakmark family and significantly higher than that of the Large Value category. The ten year return for all United States funds is notably lower than that of the firm.

OAKMARK Ten Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses OAKMARK FUND's direct or indirect competition against its Ten Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of OAKMARK FUND could also be used in its relative valuation, which is a method of valuing OAKMARK FUND by comparing valuation metrics of similar companies.
OAKMARK FUND is currently under evaluation in ten year return among similar funds.

Fund Asset Allocation for OAKMARK FUND

The fund consists of 94.58% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.
   Value   
       Instrument Type  

OAKMARK Fundamentals

About OAKMARK FUND Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze OAKMARK FUND ADVISOR's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of OAKMARK FUND using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of OAKMARK FUND ADVISOR based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
The fund invests primarily in a diversified portfolio of common stocks of U.S. companies. Oakmark Fund 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 FUND 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 FUND's short interest history, or implied volatility extrapolated from OAKMARK FUND options trading.

Becoming a Better Investor with Macroaxis

Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as OAKMARK FUND ADVISOR using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.

Build Optimal Portfolios

Align your risk with return expectations

Fix your portfolio
By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations
Please check OAKMARK FUND Piotroski F Score and OAKMARK FUND Altman Z Score analysis. You can also try Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.

Complementary Tools for analysis

When running OAKMARK FUND ADVISOR price analysis, check to measure OAKMARK FUND'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 FUND is operating at the current time. Most of OAKMARK FUND's value examination focuses on studying past and present price action to predict the probability of OAKMARK FUND's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move OAKMARK FUND's price. Additionally, you may evaluate how the addition of OAKMARK FUND to your portfolios can decrease your overall portfolio volatility.
Alpha Finder
Use alpha and beta coefficients to find investment opportunities after accounting for the risk
Go
Share Portfolio
Track or share privately all of your investments from the convenience of any device
Go
Theme Ratings
Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance
Go
Portfolio Anywhere
Track or share privately all of your investments from the convenience of any device
Go
Idea Optimizer
Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio
Go
Performance Analysis
Check effects of mean-variance optimization against your current asset allocation
Go
Global Correlations
Find global opportunities by holding instruments from different markets
Go
Piotroski F Score
Get Piotroski F Score based on binary analysis strategy of nine different fundamentals
Go
Stock Screener
Find equities using custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook.
Go
Equity Analysis
Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities
Go
Equity Valuation
Check real value of public entities based on technical and fundamental data
Go
Idea Analyzer
Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas
Go
Please note, there is a significant difference between OAKMARK FUND's value and its price as these two are different measures arrived at by different means. Investors typically determine OAKMARK FUND value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, OAKMARK FUND'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.