Orinda Income Opportunities Manager Performance
| OIOAXDelisted Fund | USD 15.97 0.00 0.00% |
The fund holds a Beta of -0.013, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Orinda Income are expected to decrease at a much lower rate. During the bear market, Orinda Income is likely to outperform the market.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Orinda Income Opportunities 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 | 31st of December 2021 | |
| Expense Ratio | 2.4500 |
Orinda |
Orinda Income Relative Risk vs. Return Landscape
If you would invest 1,630 in Orinda Income Opportunities on December 23, 2024 and sell it today you would lose (33.00) from holding Orinda Income Opportunities or give up 2.02% of portfolio value over 90 days. Orinda Income Opportunities is currently producing negative expected returns and takes up 0.5728% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Orinda, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Orinda Income Current Valuation
Overvalued
Today
Please note that Orinda Income's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Orinda Income Opport holds a recent Real Value of $14.88 per share. The prevailing price of the fund is $15.97. We determine the value of Orinda Income Opport 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 Orinda Income is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Orinda Mutual Fund. However, Orinda Income'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 15.97 | Real 14.88 | Hype 15.97 | Naive 16.13 |
The intrinsic value of Orinda Income'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 Orinda Income'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 Orinda Income Opportunities helps investors to forecast how Orinda 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 Orinda Income more accurately as focusing exclusively on Orinda Income's fundamentals will not take into account other important factors: Orinda Income Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Orinda Income's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Orinda Income Opportunities, and traders can use it to determine the average amount a Orinda Income'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 = -0.2718
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | OIOAX |
Estimated Market Risk
| 0.57 actual daily | 5 95% of assets are more volatile |
Expected Return
| -0.16 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.27 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Orinda Income 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 Orinda Income by adding Orinda Income to a well-diversified portfolio.
Orinda Income Fundamentals Growth
Orinda Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Orinda Income, and Orinda Income 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 Orinda Mutual Fund performance.
| Price To Earning | 19.17 X | |||
| Price To Book | 1.08 X | |||
| Price To Sales | 3.82 X | |||
| Total Asset | 4.93 M | |||
About Orinda Income Performance
Evaluating Orinda Income's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Orinda Income 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 Orinda Income 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 in U.S. and non-U.S. securities and investment instruments including, but not limited to, equity securities, debt securities, and derivatives. Orinda Income is traded on NASDAQ Exchange in the United States.Things to note about Orinda Income Opport performance evaluation
Checking the ongoing alerts about Orinda Income for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Orinda Income Opport help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Orinda Income Opport is not yet fully synchronised with the market data | |
| Orinda Income Opport generated a negative expected return over the last 90 days | |
| Orinda Income Opport has a very high chance of going through financial distress in the upcoming years |
- Analyzing Orinda Income'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 Orinda Income's stock is overvalued or undervalued compared to its peers.
- Examining Orinda Income'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 Orinda Income's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Orinda Income's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Orinda Income's mutual fund. These opinions can provide insight into Orinda Income's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Equity Center to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in nation. You can also try the Funds Screener module to find actively-traded funds from around the world traded on over 30 global exchanges.
Other Consideration for investing in Orinda Mutual Fund
If you are still planning to invest in Orinda Income Opport check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Orinda Income's history and understand the potential risks before investing.
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