OAKMARK EQUITY One Year Return vs. Cash Position Weight

OAKBX
 Fund
  

USD 31.16  0.02  0.06%   

For OAKMARK EQUITY profitability analysis, we use financial ratios and fundamental drivers that measure the ability of OAKMARK EQUITY to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well OAKMARK EQUITY AND utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between OAKMARK EQUITY's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of OAKMARK EQUITY AND over time as well as its relative position and ranking within its peers. Please check Your Equity Center.
  
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.

OAKMARK EQUITY AND Cash Position Weight vs. One Year Return Fundamental Analysis

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.
OAKMARK EQUITY AND is number one fund in one year return among similar funds. It is number one fund in cash position weight among similar funds . . 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.

OAKMARK Cash Position Weight vs. One Year Return

One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
OAKMARK EQUITY 
One Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
(1.09) %
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
OAKMARK EQUITY 
Cash Percentage 
 = 
% of Cash 
 
in the fund 
5.00 %
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.

OAKMARK Cash Position Weight Comparison

OAKMARK EQUITY is currently under evaluation in cash position weight among similar funds.

OAKMARK EQUITY Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in OAKMARK EQUITY, profitability is also one of the essential criteria for including it into their portfolios because, without profit, OAKMARK EQUITY will eventually generate negative long term returns. The profitability progress is the general direction of OAKMARK EQUITY's change in net profit over the period of time. It can combine multiple indicators of OAKMARK EQUITY, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The investment seeks income and preservation and growth of capital. Oakmark Equity is traded on NASDAQ Exchange in the United States.

OAKMARK Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on OAKMARK EQUITY. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of OAKMARK EQUITY position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the OAKMARK EQUITY's important profitability drivers and their relationship over time.

Use OAKMARK EQUITY in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if OAKMARK EQUITY position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in OAKMARK EQUITY will appreciate offsetting losses from the drop in the long position's value.

OAKMARK EQUITY Pair Trading

OAKMARK EQUITY AND Pair Trading Analysis

The ability to find closely correlated positions to OAKMARK EQUITY could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace OAKMARK EQUITY when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back OAKMARK EQUITY - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling OAKMARK EQUITY AND to buy it.
The correlation of OAKMARK EQUITY is a statistical measure of how it moves in relation to other equities. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as OAKMARK EQUITY moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if OAKMARK EQUITY AND moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for OAKMARK EQUITY can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your OAKMARK EQUITY position

In addition to having OAKMARK EQUITY in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Insurance Providers Thematic Idea Now

Insurance Providers
Insurance Providers Theme
Companies providing all types of insurance and insurance services. The Insurance Providers theme has 40 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Insurance Providers Theme or any other thematic opportunities.
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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 Analyst Recommendations module to analyst recommendations and target price estimates broken down by several categories.

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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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To fully project OAKMARK EQUITY's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of OAKMARK EQUITY AND at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include OAKMARK EQUITY's income statement, its balance sheet, and the statement of cash flows.
Potential OAKMARK EQUITY investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although OAKMARK EQUITY investors may work on 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. Please read more on our technical analysis and fundamental analysis pages.