Oak Harvest Longshrt Fund Manager Performance Evaluation
| OHFGX Fund | 11.49 0.07 0.61% |
The fund holds a Beta of 0.48, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Oak Harvest's returns are expected to increase less than the market. However, during the bear market, the loss of holding Oak Harvest is expected to be smaller as well.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Oak Harvest Longshrt are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Oak Harvest is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreOak |
Oak Harvest Relative Risk vs. Return Landscape
If you would invest 1,095 in Oak Harvest Longshrt on September 27, 2024 and sell it today you would earn a total of 54.00 from holding Oak Harvest Longshrt or generate 4.93% return on investment over 90 days. Oak Harvest Longshrt is currently producing 0.0777% returns and takes up 0.5122% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Oak, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Oak Harvest Current Valuation
Fairly Valued
Today
Please note that Oak Harvest's price fluctuation is very steady at this time. Oak Harvest Longshrt holds a recent Real Value of USD11.54 per share. The prevailing price of the fund is USD11.49. Our model determines the value of Oak Harvest Longshrt from analyzing the fund technical indicators and probability of bankruptcy. In general, investors 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 Oak Harvest is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Oak Mutual Fund. However, Oak Harvest'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 11.49 | Real 11.54 | Hype 11.49 | Naive 11.44 |
The intrinsic value of Oak Harvest'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 Oak Harvest'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 Oak Harvest Longshrt helps investors to forecast how Oak 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 Oak Harvest more accurately as focusing exclusively on Oak Harvest's fundamentals will not take into account other important factors: Oak Harvest Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Oak Harvest's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Oak Harvest Longshrt, and traders can use it to determine the average amount a Oak Harvest'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 = 0.1517
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| Cash | OHFGX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.51 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average Oak Harvest is performing at about 11% of its full potential. 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 Harvest by adding it to a well-diversified portfolio.
About Oak Harvest Performance
Evaluating Oak Harvest's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Oak Harvest 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 Oak Harvest 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 circumstances, the fund invests at least 80 percent of the value of its net assets in equity securities of domestic companies. The fund invests primarily in domestic companies that the adviser believes have exhibited an above-average rate of earnings growth over the past few years and that have prospects for above-average, sustainable growth in the future. The fund is non-diversified.Things to note about Oak Harvest Longshrt performance evaluation
Checking the ongoing alerts about Oak Harvest for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Oak Harvest Longshrt help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Oak Harvest's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Oak Harvest's mutual fund performance include:- Analyzing Oak Harvest'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 Oak Harvest's stock is overvalued or undervalued compared to its peers.
- Examining Oak Harvest'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 Oak Harvest's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Oak Harvest's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Oak Harvest's mutual fund. These opinions can provide insight into Oak Harvest's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Oak Mutual Fund
Oak Harvest 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 Harvest security.
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