Oakmark Select Last Dividend Paid vs. Three Year Return

OAKLX
 Fund
  

USD 56.86  0.58  1.03%   

For Oakmark Select profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Oakmark Select to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Oakmark Select utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Oakmark Select's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Oakmark Select 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 Select's value and its price as these two are different measures arrived at by different means. Investors typically determine Oakmark Select value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Oakmark Select'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 Select Three Year Return vs. Last Dividend Paid Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Oakmark Select's current stock value. Our valuation model uses many indicators to compare Oakmark Select value to that of its competitors to determine the firm's financial worth.
Oakmark Select is number one fund in last dividend paid among similar funds. It is number one fund in three year return among similar funds . . Comparative valuation analysis is a catch-all model that can be used if you cannot value Oakmark Select by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Oakmark Select'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 Select's earnings, one of the primary drivers of an investment's value.

Oakmark Three Year Return vs. Last Dividend Paid

Last Dividend Paid refers to dividend per share(DPS) paid to the shareholder the last time dividends were issued by a company. In its conventional sense, dividends refer to the distribution of some of a company's net earnings or capital gains decided by the board of directors.
Oakmark Select 
Last Dividend 
 = 
Last Profit Distribution Amount 
Total Shares 
0.29
Many stable companies today pay out dividends to their shareholders in the form of the income distribution, but high-growth firms rarely offer dividends because all of their earnings are reinvested back to the business.
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.
Oakmark Select 
Three Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
(4.05) %
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.

Oakmark Select Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Oakmark Select, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Oakmark Select will eventually generate negative long term returns. The profitability progress is the general direction of Oakmark Select's change in net profit over the period of time. It can combine multiple indicators of Oakmark Select, 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 fund invests primarily in common stocks of U.S. companies. Oakmark Select 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 Select. 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 Select 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 Select's important profitability drivers and their relationship over time.

Use Oakmark Select 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 Select 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 Select will appreciate offsetting losses from the drop in the long position's value.

Oakmark Select Pair Trading

Oakmark Select Pair Trading Analysis

The ability to find closely correlated positions to Oakmark Select 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 Select 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 Select - 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 Select to buy it.
The correlation of Oakmark Select 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 Select moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Oakmark Select 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 Select 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 Select position

In addition to having Oakmark Select 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 Convertibles Thematic Idea Now

Convertibles
Convertibles Theme
Funds or Etfs that invest in debt that is expected to be converted into a predetermined amount of the company equity at some future date. The Convertibles 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 Convertibles Theme or any other thematic opportunities.
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Please check Your Equity Center. Note that the Oakmark Select information on this page should be used as a complementary analysis to other Oakmark Select'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 Transaction History module to view history of all your transactions and understand their impact on performance.

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When running Oakmark Select price analysis, check to measure Oakmark Select'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 Select is operating at the current time. Most of Oakmark Select's value examination focuses on studying past and present price action to predict the probability of Oakmark Select's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Oakmark Select's price. Additionally, you may evaluate how the addition of Oakmark Select to your portfolios can decrease your overall portfolio volatility.
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To fully project Oakmark Select's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Oakmark Select 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 Select's income statement, its balance sheet, and the statement of cash flows.
Potential Oakmark Select investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Oakmark Select investors may work on each financial statement separately, they are all related. The changes in Oakmark Select's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Oakmark Select'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.