Oshaughnessy Market Financials
| OFVIX Fund | USD 19.61 0.23 1.19% |
Oshaughnessy |
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.
Oshaughnessy Market Fund Summary
Oshaughnessy Market competes with Intermediate Bond, Nationwide Government, Doubleline Total, Flexible Bond, and Community Reinvestment. Under normal market conditions, the fund invests primarily in a diversified portfolio of common stocks and other equity securities of companies of all sizes, including but not limited to, American Depositary Receipts , preferred stocks, limited partnerships, and convertible securities. The adviser employs a bottom-up, quantitative, factor-based approach to security selection based on research and analysis of historical data. The adviser may eliminate or substitute factors at its discretion.Specialization | Large Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Advisors Series Trust |
| Mutual Fund Family | O'Shaughnessy Mutual Funds |
| Mutual Fund Category | Large Value |
| Benchmark | Dow Jones Industrial |
| Phone | 877 291 7827 |
| Currency | USD - US Dollar |
Oshaughnessy Market Key Financial Ratios
Oshaughnessy Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Oshaughnessy Market's current stock value. Our valuation model uses many indicators to compare Oshaughnessy Market value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Oshaughnessy Market competition to find correlations between indicators driving Oshaughnessy Market's intrinsic value. More Info.Oshaughnessy Market Leaders 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 78.23 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 Oshaughnessy Market's earnings, one of the primary drivers of an investment's value.Oshaughnessy Market Systematic Risk
Oshaughnessy Market's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Oshaughnessy Market 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 function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Oshaughnessy Market correlated with the market. If Beta is less than 0 Oshaughnessy Market generally moves in the opposite direction as compared to the market. If Oshaughnessy Market Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Oshaughnessy Market is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Oshaughnessy Market is generally in the same direction as the market. If Beta > 1 Oshaughnessy Market moves generally in the same direction as, but more than the movement of the benchmark.
Oshaughnessy Market March 17, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Oshaughnessy Market help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Oshaughnessy Market Leaders. We use our internally-developed statistical techniques to arrive at the intrinsic value of Oshaughnessy Market Leaders based on widely used predictive technical indicators. In general, we focus on analyzing Oshaughnessy Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Oshaughnessy Market's daily price indicators and compare them against related drivers.
| Information Ratio | (0.10) | |||
| Maximum Drawdown | 11.98 | |||
| Value At Risk | (1.99) | |||
| Potential Upside | 1.72 |
Other Information on Investing in Oshaughnessy Mutual Fund
Oshaughnessy Market financial ratios help investors to determine whether Oshaughnessy 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 Oshaughnessy with respect to the benefits of owning Oshaughnessy Market security.
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