Oshaughnessy Market Leaders Fund Manager Performance Evaluation
| OFVIX Fund | USD 20.34 0.10 0.49% |
The fund holds a Beta of 0.8, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Oshaughnessy Market's returns are expected to increase less than the market. However, during the bear market, the loss of holding Oshaughnessy Market is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Oshaughnessy Market Leaders has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Oshaughnessy Market is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 28th of November 2022 | |
| Expense Ratio | 0.5400 |
Oshaughnessy |
Oshaughnessy Market Relative Risk vs. Return Landscape
If you would invest 2,150 in Oshaughnessy Market Leaders on October 24, 2024 and sell it today you would lose (116.00) from holding Oshaughnessy Market Leaders or give up 5.4% of portfolio value over 90 days. Oshaughnessy Market Leaders is currently producing negative expected returns and takes up 1.8449% volatility of returns over 90 trading days. Put another way, 16% of traded mutual funds are less volatile than Oshaughnessy, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Oshaughnessy Market Current Valuation
Fairly Valued
Today
Please note that Oshaughnessy Market's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Oshaughnessy Market holds a recent Real Value of $20.61 per share. The prevailing price of the fund is $20.34. We determine the value of Oshaughnessy Market from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Oshaughnessy Market is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Oshaughnessy Mutual Fund. However, Oshaughnessy Market'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 20.34 | Real 20.61 | Hype 20.34 |
The intrinsic value of Oshaughnessy Market'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 Oshaughnessy Market'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 Oshaughnessy Market Leaders helps investors to forecast how Oshaughnessy 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 Oshaughnessy Market more accurately as focusing exclusively on Oshaughnessy Market's fundamentals will not take into account other important factors: Oshaughnessy Market Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Oshaughnessy Market's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Oshaughnessy Market Leaders, and traders can use it to determine the average amount a Oshaughnessy Market'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 = -0.0405
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| Negative Returns | OFVIX |
Estimated Market Risk
| 1.84 actual daily | 16 84% of assets are more volatile |
Expected Return
| -0.07 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Oshaughnessy Market 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 Oshaughnessy Market by adding Oshaughnessy Market to a well-diversified portfolio.
Oshaughnessy Market Fundamentals Growth
Oshaughnessy Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Oshaughnessy Market, and Oshaughnessy Market 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 Oshaughnessy Mutual Fund performance.
About Oshaughnessy Market Performance
Evaluating Oshaughnessy Market's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Oshaughnessy Market 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 Oshaughnessy Market 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.
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. OShaughnessy Market is traded on NASDAQ Exchange in the United States.Things to note about Oshaughnessy Market performance evaluation
Checking the ongoing alerts about Oshaughnessy Market for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Oshaughnessy Market help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Oshaughnessy Market generated a negative expected return over the last 90 days | |
| The fund maintains 98.1% of its assets in stocks |
- Analyzing Oshaughnessy Market'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 Oshaughnessy Market's stock is overvalued or undervalued compared to its peers.
- Examining Oshaughnessy Market'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 Oshaughnessy Market's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Oshaughnessy Market's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Oshaughnessy Market's mutual fund. These opinions can provide insight into Oshaughnessy Market's potential for growth and whether the stock is currently undervalued or overvalued.
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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