Oak Ridge Small Fund Market Value

ORIYX Fund  USD 10.76  0.11  1.03%   
Oak Ridge's market value is the price at which a share of Oak Ridge trades on a public exchange. It measures the collective expectations of Oak Ridge Small investors about its performance. Oak Ridge is trading at 10.76 as of the 2nd of March 2025; that is 1.03 percent increase since the beginning of the trading day. The fund's open price was 10.65.
With this module, you can estimate the performance of a buy and hold strategy of Oak Ridge Small and determine expected loss or profit from investing in Oak Ridge over a given investment horizon. Check out Oak Ridge Correlation, Oak Ridge Volatility and Oak Ridge Alpha and Beta module to complement your research on Oak Ridge.
Symbol

Please note, there is a significant difference between Oak Ridge's value and its price as these two are different measures arrived at by different means. Investors typically determine if Oak Ridge is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Oak Ridge's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Oak Ridge 'What if' Analysis

In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Oak Ridge's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Oak Ridge.
0.00
03/13/2023
No Change 0.00  0.0 
In 1 year 11 months and 21 days
03/02/2025
0.00
If you would invest  0.00  in Oak Ridge on March 13, 2023 and sell it all today you would earn a total of 0.00 from holding Oak Ridge Small or generate 0.0% return on investment in Oak Ridge over 720 days. Oak Ridge is related to or competes with T Rowe, Nuveen Global, Us Global, Doubleline Global, Mirova Global, Morningstar Global, and Gmo Global. The fund is considered a fund of funds that invests primarily in affiliated mutual funds managed by the Adviser and its ... More

Oak Ridge Upside/Downside Indicators

Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Oak Ridge's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Oak Ridge Small upside and downside potential and time the market with a certain degree of confidence.

Oak Ridge Market Risk Indicators

Today, many novice investors tend to focus exclusively on investment returns with little concern for Oak Ridge's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Oak Ridge's standard deviation. In reality, there are many statistical measures that can use Oak Ridge historical prices to predict the future Oak Ridge's volatility.
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Oak Ridge's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
9.6910.7511.81
Details
Intrinsic
Valuation
LowRealHigh
9.8110.8711.93
Details

Oak Ridge Small Backtested Returns

Oak Ridge Small maintains Sharpe Ratio (i.e., Efficiency) of -0.13, which implies the entity had a -0.13 % return per unit of risk over the last 3 months. Oak Ridge Small exposes twenty-two different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please check Oak Ridge's Coefficient Of Variation of (742.35), variance of 1.12, and Risk Adjusted Performance of (0.1) to confirm the risk estimate we provide. The fund holds a Beta of 0.87, which implies possible diversification benefits within a given portfolio. Oak Ridge returns are very sensitive to returns on the market. As the market goes up or down, Oak Ridge is expected to follow.

Auto-correlation

    
  0.59  

Modest predictability

Oak Ridge Small has modest predictability. Overlapping area represents the amount of predictability between Oak Ridge time series from 13th of March 2023 to 7th of March 2024 and 7th of March 2024 to 2nd of March 2025. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Oak Ridge Small price movement. The serial correlation of 0.59 indicates that roughly 59.0% of current Oak Ridge price fluctuation can be explain by its past prices.
Correlation Coefficient0.59
Spearman Rank Test0.62
Residual Average0.0
Price Variance0.46

Oak Ridge Small lagged returns against current returns

Autocorrelation, which is Oak Ridge mutual fund's lagged correlation, explains the relationship between observations of its time series of returns over different periods of time. The observations are said to be independent if autocorrelation is zero. Autocorrelation is calculated as a function of mean and variance and can have practical application in predicting Oak Ridge's mutual fund expected returns. We can calculate the autocorrelation of Oak Ridge returns to help us make a trade decision. For example, suppose you find that Oak Ridge has exhibited high autocorrelation historically, and you observe that the mutual fund is moving up for the past few days. In that case, you can expect the price movement to match the lagging time series.
   Current and Lagged Values   
       Timeline  

Oak Ridge regressed lagged prices vs. current prices

Serial correlation can be approximated by using the Durbin-Watson (DW) test. The correlation can be either positive or negative. If Oak Ridge mutual fund is displaying a positive serial correlation, investors will expect a positive pattern to continue. However, if Oak Ridge mutual fund is observed to have a negative serial correlation, investors will generally project negative sentiment on having a locked-in long position in Oak Ridge mutual fund over time.
   Current vs Lagged Prices   
       Timeline  

Oak Ridge Lagged Returns

When evaluating Oak Ridge's market value, investors can use the concept of autocorrelation to see how much of an impact past prices of Oak Ridge mutual fund have on its future price. Oak Ridge autocorrelation represents the degree of similarity between a given time horizon and a lagged version of the same horizon over the previous time interval. In other words, Oak Ridge autocorrelation shows the relationship between Oak Ridge mutual fund current value and its past values and can show if there is a momentum factor associated with investing in Oak Ridge Small.
   Regressed Prices   
       Timeline  

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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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