Oppenheimer Moderate Semi Variance
| OAMIX Fund | | | USD 12.25 -0.01 -0.08% |
The Semi Variance technical lookup provides context for Oppenheimer Moderate Investor and related instruments. Coverage varies by data normalization and availability; see
Equity Screeners for broader screening context.
Your Equity Center provides context for diversified portfolio construction. Such insight adds context to allocation decisions within a diversified portfolio. This reflects a position in Oppenheimer Moderate Investor within the portfolio mix. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as
signals in gross domestic product.
Oppenheimer Moderate Investor has current Semi Variance of 0.2218. Semi-variance provides a good measure of downside volatility for equity or a portfolio. It is similar to variance, but it only looks at periods where the returns are less than the target or average level.
Semi Variance | = | SUM(RET DEV)2N(ZERO) |
| = | 0.2218 | |
| SUM | = | Summation notation |
| RET DEV | = | Actual return deviation over selected period |
| N(ZERO) | = | Number of points with returns less than zero |
Oppenheimer Moderate Semi Variance Peers Comparison
Oppenheimer Semi Variance Relative To Other Indicators
Oppenheimer Moderate Investor is rated
below average in semi variance among similar funds. It is currently under evaluation in maximum drawdown among similar funds reporting about
16.93 of Maximum Drawdown per Semi Variance. At
16.93 , Oppenheimer Moderate Investor's Maximum Drawdown-to-Semi Variance multiple reflects the spread between these metrics
Semi-variance is the square of semi-deviation. Semi-variance is calculated by averaging the deviations of returns that have a result that is less than the mean.
Build portfolios using Macroaxis predefined set of investing ideas. Many of Macroaxis investing ideas can easily outperform a given market. Ideas can also be optimized per your risk profile before portfolio origination is invoked. Macroaxis thematic optimization helps investors identify companies most likely to benefit from changes or shifts in various micro-economic or local macro-level trends. Originating optimal thematic portfolios involves aligning investors' personal views, ideas, and beliefs with their actual investments.