Oppenheimer Strat Incm Fund Market Value
| OSINX Fund | USD 3.22 0.01 0.31% |
| Symbol | Oppenheimer |
Oppenheimer Strat 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Oppenheimer Strat's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Oppenheimer Strat.
| 04/26/2025 |
| 07/25/2025 |
If you would invest 0.00 in Oppenheimer Strat on April 26, 2025 and sell it all today you would earn a total of 0.00 from holding Oppenheimer Strat Incm or generate 0.0% return on investment in Oppenheimer Strat over 90 days. Oppenheimer Strat is related to or competes with Elfun Diversified, Timothy Plan, Lord Abbett, Invesco Diversified, Aqr Diversified, Harbor Diversified, and Tiaa-cref Lifestyle. The fund invests mainly in debt securities, including foreign and U.S More
Oppenheimer Strat Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Oppenheimer Strat's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Oppenheimer Strat Incm upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.3846 | |||
| Information Ratio | (0.59) | |||
| Maximum Drawdown | 1.56 | |||
| Value At Risk | (0.32) | |||
| Potential Upside | 0.6349 |
Oppenheimer Strat Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Oppenheimer Strat's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Oppenheimer Strat's standard deviation. In reality, there are many statistical measures that can use Oppenheimer Strat historical prices to predict the future Oppenheimer Strat's volatility.| Risk Adjusted Performance | 0.138 | |||
| Jensen Alpha | 0.0399 | |||
| Total Risk Alpha | (0.04) | |||
| Sortino Ratio | (0.48) | |||
| Treynor Ratio | 1.38 |
Oppenheimer Strat Incm Backtested Returns
At this stage we consider Oppenheimer Mutual Fund to be very steady. Oppenheimer Strat Incm maintains Sharpe Ratio (i.e., Efficiency) of 0.15, which implies the entity had a 0.15 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Oppenheimer Strat Incm, which you can use to evaluate the volatility of the fund. Please check Oppenheimer Strat's Downside Deviation of 0.3846, risk adjusted performance of 0.138, and Standard Deviation of 0.3123 to confirm if the risk estimate we provide is consistent with the expected return of 0.047%. The fund holds a Beta of 0.0349, which implies not very significant fluctuations relative to the market. As returns on the market increase, Oppenheimer Strat's returns are expected to increase less than the market. However, during the bear market, the loss of holding Oppenheimer Strat is expected to be smaller as well.
Auto-correlation | -0.11 |
Insignificant reverse predictability
Oppenheimer Strat Incm has insignificant reverse predictability. Overlapping area represents the amount of predictability between Oppenheimer Strat time series from 26th of April 2025 to 10th of June 2025 and 10th of June 2025 to 25th of July 2025. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Oppenheimer Strat Incm price movement. The serial correlation of -0.11 indicates that less than 11.0% of current Oppenheimer Strat price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.11 | |
| Spearman Rank Test | 0.21 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
Oppenheimer Strat Incm lagged returns against current returns
Autocorrelation, which is Oppenheimer Strat mutual fund's lagged correlation, explains the relationship between observations of its time series of returns over different periods of time. The observations are said to be independent if autocorrelation is zero. Autocorrelation is calculated as a function of mean and variance and can have practical application in predicting Oppenheimer Strat's mutual fund expected returns. We can calculate the autocorrelation of Oppenheimer Strat returns to help us make a trade decision. For example, suppose you find that Oppenheimer Strat has exhibited high autocorrelation historically, and you observe that the mutual fund is moving up for the past few days. In that case, you can expect the price movement to match the lagging time series.
Current and Lagged Values |
| Timeline |
Oppenheimer Strat regressed lagged prices vs. current prices
Serial correlation can be approximated by using the Durbin-Watson (DW) test. The correlation can be either positive or negative. If Oppenheimer Strat mutual fund is displaying a positive serial correlation, investors will expect a positive pattern to continue. However, if Oppenheimer Strat mutual fund is observed to have a negative serial correlation, investors will generally project negative sentiment on having a locked-in long position in Oppenheimer Strat mutual fund over time.
Current vs Lagged Prices |
| Timeline |
Oppenheimer Strat Lagged Returns
When evaluating Oppenheimer Strat's market value, investors can use the concept of autocorrelation to see how much of an impact past prices of Oppenheimer Strat mutual fund have on its future price. Oppenheimer Strat autocorrelation represents the degree of similarity between a given time horizon and a lagged version of the same horizon over the previous time interval. In other words, Oppenheimer Strat autocorrelation shows the relationship between Oppenheimer Strat mutual fund current value and its past values and can show if there is a momentum factor associated with investing in Oppenheimer Strat Incm.
Regressed Prices |
| Timeline |
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Other Information on Investing in Oppenheimer Mutual Fund
Oppenheimer Strat financial ratios help investors to determine whether Oppenheimer Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Oppenheimer with respect to the benefits of owning Oppenheimer Strat security.
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