OAKMARK EQUITY Ten Year Return vs. Net Asset

OAKBX
 Fund
  

USD 30.45  0.20  0.65%   

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 Net Asset vs. Ten 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 ten year return among similar funds. It is number one fund in net asset among similar funds making up about  915,254,237  of Net Asset per Ten Year Return. . 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 Net Asset vs. Ten Year Return

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.
OAKMARK EQUITY 
Ten Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
6.49 %
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.
Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
OAKMARK EQUITY 
Net Asset 
 = 
Current Market Value 
Current Liabilities 
5.94 B
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.

OAKMARK Net Asset Comparison

OAKMARK EQUITY is currently under evaluation in net asset 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 Disruptive Technologies Thematic Idea Now

Disruptive Technologies
Disruptive Technologies Theme
New or established technology companies and funds across multiple sectors that are involved in development or marketing of products or services that experience disruptive trends and that are at the forefront of discussions on Wall Street. The Disruptive Technologies theme has 46 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 Disruptive Technologies 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 Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.

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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.