Optimum Small-mid Financials
| OCSVX Fund | USD 11.10 0.02 0.18% |
Optimum |
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.
Optimum Small-mid Fund Summary
Optimum Small-mid competes with Thornburg International, Janus Triton, Alger Capital, Invesco Comstock, and Blackrock Gbl. Under normal circumstances, the fund will invest at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in securities of small- and mid-market capitalization companies . For purposes of this fund, small-market capitalization companies are those companies whose market capitalization is similar to the market capitalization of companies in the Russell 2000 Value Index, and mid-market capitalization companies are those companies whose market capitalization is similar to the market capitalization of companies in the Russell Midcap Value Index.Specialization | Small Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Optimum Fund Trust |
| Mutual Fund Family | Delaware Funds by Macquarie |
| Mutual Fund Category | Small Value |
| Benchmark | Dow Jones Industrial |
| Phone | 800 914 0278 |
| Currency | USD - US Dollar |
Optimum Small-mid Key Financial Ratios
Optimum Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Optimum Small-mid's current stock value. Our valuation model uses many indicators to compare Optimum Small-mid value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Optimum Small-mid competition to find correlations between indicators driving Optimum Small-mid's intrinsic value. More Info.Optimum Small Mid Cap is number one fund in price to earning among similar funds. It also is number one fund in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Optimum Small Mid Cap is roughly 9.03 . 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 Optimum Small-mid's earnings, one of the primary drivers of an investment's value.Optimum Small Mid Systematic Risk
Optimum Small-mid's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Optimum Small-mid 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 twenty-one with a total number of output elements of fourty. The Beta measures systematic risk based on how returns on Optimum Small Mid correlated with the market. If Beta is less than 0 Optimum Small-mid generally moves in the opposite direction as compared to the market. If Optimum Small-mid Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Optimum Small Mid is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Optimum Small-mid is generally in the same direction as the market. If Beta > 1 Optimum Small-mid moves generally in the same direction as, but more than the movement of the benchmark.
Optimum Small-mid February 17, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Optimum Small-mid help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Optimum Small Mid Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Optimum Small Mid Cap based on widely used predictive technical indicators. In general, we focus on analyzing Optimum Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Optimum Small-mid's daily price indicators and compare them against related drivers.
| Information Ratio | (0.15) | |||
| Maximum Drawdown | 9.79 | |||
| Value At Risk | (1.51) | |||
| Potential Upside | 1.35 |
Other Information on Investing in Optimum Mutual Fund
Optimum Small-mid financial ratios help investors to determine whether Optimum 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 Optimum with respect to the benefits of owning Optimum Small-mid security.
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