Optimum Large Cap Fund Manager Performance Evaluation
| OILGX Fund | USD 22.41 0.12 0.54% |
The fund holds a Beta of 1.02, which implies a somewhat significant risk relative to the market. Optimum Large returns are very sensitive to returns on the market. As the market goes up or down, Optimum Large is expected to follow.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Optimum Large Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's technical and fundamental indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...moreOptimum |
Optimum Large Relative Risk vs. Return Landscape
If you would invest 2,505 in Optimum Large Cap on December 21, 2024 and sell it today you would lose (264.00) from holding Optimum Large Cap or give up 10.54% of portfolio value over 90 days. Optimum Large Cap is currently producing negative expected returns and takes up 1.4181% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than Optimum, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Optimum Large Current Valuation
Overvalued
Today
Please note that Optimum Large's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Optimum Large Cap holds a recent Real Value of $20.77 per share. The prevailing price of the fund is $22.41. We determine the value of Optimum Large Cap 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 Optimum Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Optimum Mutual Fund. However, Optimum Large'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 22.41 | Real 20.77 | Hype 22.29 | Naive 22.9 |
The intrinsic value of Optimum Large'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 Optimum Large'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 Optimum Large Cap helps investors to forecast how Optimum 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 Optimum Large more accurately as focusing exclusively on Optimum Large's fundamentals will not take into account other important factors: Optimum Large Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Optimum Large's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Optimum Large Cap, and traders can use it to determine the average amount a Optimum Large'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 = -0.1238
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | OILGX |
Estimated Market Risk
| 1.42 actual daily | 12 88% of assets are more volatile |
Expected Return
| -0.18 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 Optimum Large 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 Optimum Large by adding Optimum Large to a well-diversified portfolio.
Optimum Large Fundamentals Growth
Optimum Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Optimum Large, and Optimum Large 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 Optimum Mutual Fund performance.
| Price To Earning | 22.89 X | ||||
| Price To Book | 3.50 X | ||||
| Price To Sales | 2.26 X | ||||
| Total Asset | 2.24 B | ||||
About Optimum Large Performance
Evaluating Optimum Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Optimum Large 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 Optimum Large 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, plus the amount of any borrowings for investment purposes, if any, in equity securities of large market capitalization companies. For purposes of this fund, large market capitalization companies are those companies whose market capitalization is similar to the market capitalization of companies in the Russell 1000 Growth Index. It may also invest in foreign securities, including ADRs and other depositary receipts and shares derivatives, including futures and options and fixed income securities, including those rated below investment grade.Things to note about Optimum Large Cap performance evaluation
Checking the ongoing alerts about Optimum Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Optimum Large Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Optimum Large Cap generated a negative expected return over the last 90 days | |
| The fund maintains 98.51% of its assets in stocks |
- Analyzing Optimum Large'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 Optimum Large's stock is overvalued or undervalued compared to its peers.
- Examining Optimum Large'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 Optimum Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Optimum Large's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Optimum Large's mutual fund. These opinions can provide insight into Optimum Large's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Optimum Mutual Fund
Optimum Large financial ratios help investors to determine whether Optimum 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 Optimum with respect to the benefits of owning Optimum Large security.
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