Cavanal Hill Financials
| APLIX Fund | USD 11.64 0.01 0.09% |
Cavanal |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Cavanal Hill Fund Summary
Cavanal Hill competes with Bond Fund, Limited Duration, Cavanal Hill, and World Energy. The fund invests primarily in dividend paying equity securities, with at least 80 percent of its net assets in income generating equity securities and equity-related instruments traded on U.S. exchanges. The advisor includes common stocks and securities convertible into common stocks of companies with any market capitalization and sponsored or unsponsored American Depositary Receipts . The fund is non-diversified.Specialization | Options Trading, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Cavanal Hill Funds |
| Mutual Fund Family | Cavanal Hill funds |
| Mutual Fund Category | Options Trading |
| Benchmark | Dow Jones Industrial |
| Phone | 800 762 7085 |
| Currency | USD - US Dollar |
Cavanal Hill Key Financial Ratios
Cavanal Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Cavanal Hill's current stock value. Our valuation model uses many indicators to compare Cavanal Hill value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Cavanal Hill competition to find correlations between indicators driving Cavanal Hill's intrinsic value. More Info.Cavanal Hill Hedged is third largest fund in price to earning among similar funds. It also is third largest fund in price to book among similar funds fabricating about 0.19 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Cavanal Hill Hedged is roughly 5.25 . 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 Cavanal Hill's earnings, one of the primary drivers of an investment's value.Cavanal Hill Hedged Systematic Risk
Cavanal Hill's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Cavanal Hill volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Cavanal Hill Hedged correlated with the market. If Beta is less than 0 Cavanal Hill generally moves in the opposite direction as compared to the market. If Cavanal Hill Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Cavanal Hill Hedged is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Cavanal Hill is generally in the same direction as the market. If Beta > 1 Cavanal Hill moves generally in the same direction as, but more than the movement of the benchmark.
Cavanal Hill December 15, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Cavanal Hill help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Cavanal Hill Hedged. We use our internally-developed statistical techniques to arrive at the intrinsic value of Cavanal Hill Hedged based on widely used predictive technical indicators. In general, we focus on analyzing Cavanal Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Cavanal Hill's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.4397 | |||
| Information Ratio | (0.05) | |||
| Maximum Drawdown | 2.71 | |||
| Value At Risk | (0.70) | |||
| Potential Upside | 0.6195 |
Other Information on Investing in Cavanal Mutual Fund
Cavanal Hill financial ratios help investors to determine whether Cavanal 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 Cavanal with respect to the benefits of owning Cavanal Hill security.
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
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| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios |