Black Oak Emerging Fund Manager Performance Evaluation
| BOGSX Fund | USD 6.97 0.03 0.43% |
The fund shows a Beta (market volatility) of 1.04, which signifies a somewhat significant risk relative to the market. Black Oak returns are very sensitive to returns on the market. As the market goes up or down, Black Oak is expected to follow.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Black Oak Emerging has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more| Expense Ratio Date | 28th of February 2023 |
Black |
Black Oak Relative Risk vs. Return Landscape
If you would invest 794.00 in Black Oak Emerging on December 23, 2024 and sell it today you would lose (97.00) from holding Black Oak Emerging or give up 12.22% of portfolio value over 90 days. Black Oak Emerging is currently producing negative expected returns and takes up 1.6832% volatility of returns over 90 trading days. Put another way, 15% of traded mutual funds are less volatile than Black, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Black Oak Current Valuation
Fairly Valued
Today
Please note that Black Oak's price fluctuation is not too volatile at this time. At this time, the entity appears to be fairly valued. Black Oak Emerging shows a prevailing Real Value of $7.07 per share. The current price of the fund is $6.97. We determine the value of Black Oak Emerging from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Black Oak is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Black Mutual Fund. However, Black Oak's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 6.97 | Real 7.07 | Hype 6.97 | Naive 7.15 |
The intrinsic value of Black Oak's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Black Oak's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Black Oak Emerging helps investors to forecast how Black mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Black Oak more accurately as focusing exclusively on Black Oak's fundamentals will not take into account other important factors: Black Oak Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Black Oak's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Black Oak Emerging, and traders can use it to determine the average amount a Black Oak's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1183
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BOGSX |
Estimated Market Risk
| 1.68 actual daily | 15 85% of assets are more volatile |
Expected Return
| -0.2 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.12 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Black Oak 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 Black Oak by adding Black Oak to a well-diversified portfolio.
Black Oak Fundamentals Growth
Black Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Black Oak, and Black Oak fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Black Mutual Fund performance.
| Price To Earning | 23.74 X | |||
| Price To Book | 3.49 X | |||
| Price To Sales | 1.65 X | |||
About Black Oak Performance
Evaluating Black Oak's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Black Oak has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Black Oak has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund will invest at least 80 percent of its net assets, under normal circumstances, in equity securities of emerging technology companies, as determined by the Adviser. It invests primarily in common stocks of companies that the Adviser considers to be well-positioned to become market leaders among emerging technology companies.Things to note about Black Oak Emerging performance evaluation
Checking the ongoing alerts about Black Oak for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Black Oak Emerging help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Black Oak Emerging generated a negative expected return over the last 90 days | |
| The fund holds 96.47% of its assets under management (AUM) in equities |
- Analyzing Black Oak's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Black Oak's stock is overvalued or undervalued compared to its peers.
- Examining Black Oak's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Black Oak's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Black Oak's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Black Oak's mutual fund. These opinions can provide insight into Black Oak's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Black Mutual Fund
Black Oak financial ratios help investors to determine whether Black 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 Black with respect to the benefits of owning Black Oak security.
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