Oakhurst Strategic Financials
| OASDX Fund | USD 11.80 0.07 0.60% |
Oakhurst |
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.
Oakhurst Strategic Fund Summary
Oakhurst Strategic competes with Oakhurst Fixed, Oakhurst Short, Oakhurst Short, Vanguard Small, and Fidelity Advisor. Under normal circumstances, the fund invests in a portfolio of equity securities of companies that are representative of the SP 500 Index or in exchange-traded funds that are designed to replicate the performance of the index or whose holdings are representative of the index. It simultaneously uses options on ETFs in which the fund may invest and invests in ETFs that invest in debt securities and U.S. Treasury securities to enhance its potential returns during up markets while seeking to limit losses during down markets.Specialization | Options Trading, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Series Portfolios Trust |
| Mutual Fund Family | Oakhurst |
| Mutual Fund Category | Options Trading |
| Benchmark | Dow Jones Industrial |
| Phone | 844 625 4778 |
| Currency | USD - US Dollar |
Oakhurst Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Oakhurst Strategic's current stock value. Our valuation model uses many indicators to compare Oakhurst Strategic value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Oakhurst Strategic competition to find correlations between indicators driving Oakhurst Strategic's intrinsic value. More Info.Oakhurst Strategic Defined is number one fund in annual yield among similar funds. It also is number one fund in year to date return among similar funds creating about 1,382 of Year To Date Return per Annual Yield. 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 Oakhurst Strategic's earnings, one of the primary drivers of an investment's value.Oakhurst Strategic Systematic Risk
Oakhurst Strategic's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Oakhurst Strategic 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.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Oakhurst Strategic correlated with the market. If Beta is less than 0 Oakhurst Strategic generally moves in the opposite direction as compared to the market. If Oakhurst Strategic Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Oakhurst Strategic is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Oakhurst Strategic is generally in the same direction as the market. If Beta > 1 Oakhurst Strategic moves generally in the same direction as, but more than the movement of the benchmark.
Oakhurst Strategic December 22, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Oakhurst Strategic help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Oakhurst Strategic Defined. We use our internally-developed statistical techniques to arrive at the intrinsic value of Oakhurst Strategic Defined based on widely used predictive technical indicators. In general, we focus on analyzing Oakhurst Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Oakhurst Strategic's daily price indicators and compare them against related drivers.
| Information Ratio | (0.09) | |||
| Maximum Drawdown | 12.45 | |||
| Value At Risk | (0.84) | |||
| Potential Upside | 0.7087 |
Other Information on Investing in Oakhurst Mutual Fund
Oakhurst Strategic financial ratios help investors to determine whether Oakhurst 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 Oakhurst with respect to the benefits of owning Oakhurst Strategic security.
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