Oakmark Mutual Fund Manager Performance Evaluation

OAKBX
 Fund
  

USD 29.70  0.63  2.17%   

The fund holds a Beta of 0.7788, which implies possible diversification benefits within a given portfolio. Let's try to break down what Oakmark's beta means in this case. As returns on the market increase, Oakmark Equity returns are expected to increase less than the market. However, during the bear market, the loss on holding Oakmark Equity will be expected to be smaller as well. Even though it is essential to pay attention to Oakmark Equity And current trending patterns, it is always good to be careful when utilizing equity existing price patterns. Our philosophy towards forecasting any fund's future performance is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Oakmark Equity And exposes twenty-six different technical indicators, which can help you to evaluate its performance.
  
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Oakmark Performance
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Over the last 90 days Oakmark Equity And has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's fundamental drivers remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
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Oakmark Price Channel

Fifty Two Week Low28.76
Fifty Two Week High37.73

Oakmark Equity Relative Risk vs. Return Landscape

If you would invest  3,318  in Oakmark Equity And on March 29, 2022 and sell it today you would lose (348.00)  from holding Oakmark Equity And or give up 10.49% of portfolio value over 90 days. Oakmark Equity And is currently producing negative expected returns and takes up 1.2142% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Oakmark, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming the 90 days horizon Oakmark Equity is expected to generate 0.84 times more return on investment than the market. However, the company is 1.19 times less risky than the market. It trades about -0.14 of its potential returns per unit of risk. The DOW is currently generating roughly -0.12 per unit of risk.

Oakmark Equity Current Valuation

Fairly Valued
Today 29.70
Please note that Oakmark Equity's price fluctuation is very steady at this time.
Oakmark Equity And holds a recent Real Value of $30.05 per share. The prevailing price of the fund is $29.7. At this time, the fund appears to be fairly valued. We determine the value of Oakmark Equity And from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued entities and dropping overvalued entities since, at some point, stock prices and their ongoing real values will merge together.
Our valuation method for Oakmark Equity And is useful when determining the fair value of the Oakmark mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Oakmark Equity. Since Oakmark Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Oakmark Mutual Fund. However, Oakmark Equity's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
30.05
Real Value
31.26
Upside
Estimating the potential upside or downside of Oakmark Equity And helps investors to forecast how Oakmark mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Oakmark Equity more accurately as focusing exclusively on Oakmark Equity's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
29.5230.5131.51
Details
Hype
Prediction
LowEstimated ValueHigh
28.5029.7130.92
Details
Potential
Annual Dividend
LowIncome Per ShareHigh
0.790.820.84
Details

Oakmark Equity Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Oakmark Equity's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Oakmark Equity And, and traders can use it to determine the average amount a Oakmark Equity's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = -0.141

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Negative ReturnsOAKBX
Estimated Market Risk
 1.21
  actual daily
 
 10 %
of total potential
 
1010
Expected Return
 -0.17
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 -0.14
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 0 %
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00
Based on monthly moving average Oakmark Equity is performing at about 0% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Oakmark Equity by adding it to a well-diversified portfolio.

About Oakmark Equity Performance

To evaluate Oakmark Equity And Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Oakmark Equity generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Oakmark Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Oakmark Equity And stock market performance in a much more refined way. At Macroaxis, we take it even further. The Macroaxis performance score is an integer between 0 and 100 that represents Oakmark's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
The investment seeks income and preservation and growth of capital. The fund invests primarily in a diversified portfolio of U.S. equity and debt securities. It is intended to present a balanced investment program between growth and income by investing approximately 40-75 percent of its total assets in common stock, including securities convertible into common stock, and up to 60 percent of its total assets in debt securities issued by U.S. government or any of its agencies or instrumentalities, non U.S. governments, and corporate entities rated at the time of purchase within the two highest ratings assigned by Moodys Investors Service, Inc. or by SP Global Ratings.

Things to note about Oakmark Equity And

Checking the ongoing alerts about Oakmark Equity for important developments is a great way to find new opportunities for your next move. Our stock alerts and notifications screener for Oakmark Equity And help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Oakmark Equity Alerts

Equity Alerts and Improvement Suggestions

Oakmark Equity And generated a negative expected return over the last 90 days
Oakmark Equity And is unlikely to experience financial distress in the next 2 years
The fund maintains about 7.75% of its assets in cash
Please check Your Equity Center. 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 Equity Search module to search for actively traded equities including funds and ETFs from over 30 global markets.

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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.