Oak Ridge Dividend Fund Price on December 11, 2024
| ORDNX Fund | USD 21.25 0.02 0.09% |
Below is the normalized historical share price chart for Oak Ridge Dividend extending back to June 28, 2013. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Oak Ridge stands at 21.25, as last reported on the 5th of January, with the highest price reaching 21.25 and the lowest price hitting 21.25 during the day.
If you're considering investing in Oak Mutual Fund, it is important to understand the factors that can impact its price. Oak Ridge Dividend maintains Sharpe Ratio (i.e., Efficiency) of -0.0581, which implies the entity had a -0.0581% return per unit of risk over the last 3 months. Oak Ridge Dividend exposes twenty-one different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please check Oak Ridge's Risk Adjusted Performance of (0.1), coefficient of variation of (1,181), and Variance of 0.0395 to confirm the risk estimate we provide.
Oak Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Oak |
Sharpe Ratio = -0.0581
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| Negative Returns | ORDNX |
Estimated Market Risk
| 0.2 actual daily | 1 99% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Oak Ridge is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Oak Ridge by adding Oak Ridge to a well-diversified portfolio.
Oak Ridge Valuation on December 11, 2024
It is possible to determine the worth of Oak Ridge on a given historical date. On December 11, 2024 Oak was worth 21.74 at the beginning of the trading date compared to the closed value of 21.74. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Oak Ridge mutual fund. Still, in general, we apply an absolute valuation method to find Oak Ridge's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Oak Ridge where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Oak Ridge's related companies.
| Open | High | Low | Close | Volume | |
| 21.73 | 21.73 | 21.73 | 21.73 | 1.00 | |
12/11/2024 | 21.74 | 21.74 | 21.74 | 21.74 | 1.00 |
| 21.74 | 21.74 | 21.74 | 21.74 | 1.00 |
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Oak Ridge Trading Date Momentum on December 11, 2024
| On December 12 2024 Oak Ridge Dividend was traded for 21.74 at the closing time. The highest daily price throughout the period was 21.74 and the lowest price was 21.74 . There was no trading activity during the period 1.0. Lack of trading volume on 12/12/2024 did not cause price change. The trading delta at closing time to current closing price is 2.02% . |
Oak Ridge Dividend Fundamentals Correlations and Trends
By evaluating Oak Ridge's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Oak Ridge's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Oak financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Oak Ridge Mutual Fund history
Oak Ridge investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Oak is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Oak Ridge Dividend will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Oak Ridge stock prices may prove useful in developing a viable investing in Oak Ridge
Under normal market conditions, the fund invests at least 80 percent of its net assets in a portfolio of preferred and debt securities issued by U.S. and non-U.S. companies, including traditional preferred securities. The fund may invest over 25 percent of its net assets in the financials sector, which is comprised of the bank, diversified financials, real estate and insurance industries. The adviser pursues its investment objective by primarily investing in preferred and debt securities and other income producing securities and securities of other investment companies.
Oak Ridge Mutual Fund Technical Analysis
Oak Ridge technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Oak Ridge Period Price Range
Low | January 5, 2025
| High |
0.00 | 0.00 |
Oak Ridge Dividend cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Oak Ridge January 5, 2025 Market Strength
Market strength indicators help investors to evaluate how Oak Ridge mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Oak Ridge shares will generate the highest return on investment. By undertsting and applying Oak Ridge mutual fund market strength indicators, traders can identify Oak Ridge Dividend entry and exit signals to maximize returns
Oak Ridge Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Oak Ridge's price direction in advance. Along with the technical and fundamental analysis of Oak Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Oak to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | (0.1) | |||
| Jensen Alpha | (0.03) | |||
| Total Risk Alpha | (0.03) | |||
| Treynor Ratio | (1.22) |
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| Volume Indicators |
Other Information on Investing in Oak Mutual Fund
Oak Ridge financial ratios help investors to determine whether Oak 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 Oak with respect to the benefits of owning Oak Ridge security.
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