Oppenheimer Moderate Competition
| OAMIX Fund | USD 12.09 -0.12 -0.98% |
Pair Correlation for Oppenheimer Moderate and QS US View
Poor diversification
OAMIX currently posts a 0.61 correlation with LMUSX, indicating a Poor diversification relationship for the active sample. The overlap area represents the portion of risk that may be diversified away when both instruments are held together and nothing else in the portfolio changes.
Moving together with Oppenheimer Mutual Fund
The mean reversion principle applied to Oppenheimer Moderate's suggests that neither prolonged outperformance nor underperformance is permanent. Investors exploit this by positioning against extremes in price relative to fundamental value.
Oppenheimer Moderate Competition Correlation Matrix
Studying peer correlation around Oppenheimer Moderate Investor gives investors a cleaner read on how much independent price behavior still exists across the competitive set. A reading near +1 usually means prices have moved in tandem, a reading near -1 suggests opposite movement, and a reading near zero points to weaker historical dependence.
| 0.44 | 0.77 | 0.0 | 0.67 | 0.02 | BBBMX | ||
| 0.44 | 0.74 | 0.0 | 0.22 | 0.73 | ACWDX | ||
| 0.77 | 0.74 | 0.0 | 0.41 | 0.35 | ABVCX | ||
| 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | SCPXX | ||
| 0.67 | 0.22 | 0.41 | 0.0 | -0.06 | FPDRXX | ||
| 0.02 | 0.73 | 0.35 | 0.0 | -0.06 | LMUSX | ||
High positive correlations
| High negative correlations
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Risk-Adjusted Indicators
There is a big difference between Oppenheimer Mutual Fund performing well and Oppenheimer Moderate Mutual Fund doing well as a business compared to the competition. Risk-adjusted metrics allow investors to compare Oppenheimer Moderate's efficiency and downside exposure against peers in a more meaningful way. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| BBBMX | 0.05 | 0.00 | 0.74 | 0.25 | 0.00 | 0.10 | 0.57 | |||
| ACWDX | 1.00 | 0.21 | 0.19 | 0.14 | 0.98 | 1.47 | 13.97 | |||
| ABVCX | 0.60 | 0.11 | 0.15 | 0.05 | 0.72 | 1.52 | 3.56 | |||
| SCPXX | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | |||
| FPDRXX | 0.59 | -0.03 | 0.00 | -0.36 | 0.00 | 1.09 | 2.62 | |||
| LMUSX | 0.67 | 0.05 | 0.00 | -0.02 | 0.00 | 1.06 | 4.94 |
Oppenheimer Moderate Competitive Analysis
| Better Than Average | Worse Than Peers | View Performance Chart |
Oppenheimer Moderate Competition Peer Performance Charts
How to Analyze Oppenheimer Moderate Against Peers
Oppenheimer Moderate's peer analysis compares Oppenheimer Moderate with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:- Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
- Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
- Check valuation dispersion: Review whether Oppenheimer Moderate trades at a premium or discount versus peers and why.
- Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
- Document the thesis: Record where Oppenheimer Moderate leads or lags and what catalysts could close or widen the gap.
Peer Comparison Metrics & Methodology
Peer analysis for Oppenheimer Moderate uses the most recent available fundamentals rather than static annual comparisons, improving relevance as conditions evolve. Relative analysis can highlight whether current pricing already reflects peer-group strengths or weaknesses.
Inputs for Oppenheimer Moderate Investor come from fund disclosures and market reference feeds and are mapped into a consistent schema for analysis. Some fields can appear with publication lag.