OAKMARK Three Year Return

OAYMX
 Fund
  

USD 106.82  2.98  2.71%   

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 Three Year Return Analysis

OAKMARK FUND's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Three Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Three Year Return | All Equity Analysis

Current OAKMARK FUND Three Year Return

    
  2.37 %  
Most of OAKMARK FUND's fundamental indicators, such as Three 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 Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
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OAKMARK FUND Three Year Return Component Assessment

Based on the latest financial disclosure, OAKMARK FUND ADVISOR has a Three Year Return of 2.37%. This is much higher than that of the Oakmark family and significantly higher than that of the Large Value category. The three year return for all United States funds is notably lower than that of the firm.

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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.

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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 Transaction History module to view history of all your transactions and understand their impact on performance.

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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.