Orinda Income Opportunities Fund Manager Performance Evaluation
| OIODX Fund | USD 16.52 0.03 0.18% |
The fund holds a Beta of 0.13, which implies not very significant fluctuations relative to the market. As returns on the market increase, Orinda Income's returns are expected to increase less than the market. However, during the bear market, the loss of holding Orinda Income is expected to be smaller as well.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Orinda Income Opportunities are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Orinda Income 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 | 31st of December 2021 | |
| Expense Ratio | 3.2000 |
Orinda |
Orinda Income Relative Risk vs. Return Landscape
If you would invest 1,617 in Orinda Income Opportunities on September 12, 2024 and sell it today you would earn a total of 38.00 from holding Orinda Income Opportunities or generate 2.35% return on investment over 90 days. Orinda Income Opportunities is currently producing 0.0372% returns and takes up 0.4306% volatility of returns over 90 trading days. Put another way, 3% 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
Fairly Valued
Today
Please note that Orinda Income's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Orinda Income Opport holds a recent Real Value of $16.54 per share. The prevailing price of the fund is $16.52. 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 16.52 | Real 16.54 | Hype 16.52 | Naive 16.62 |
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 = 0.0864
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | OIODX |
Estimated Market Risk
| 0.43 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 6 94% of assets perform better |
Based on monthly moving average Orinda Income is performing at about 6% 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 Orinda Income by adding it 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 | 18.08 X | ||||
| Price To Book | 1.09 X | ||||
| Price To Sales | 4.12 X | ||||
| Total Asset | 8.46 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. It may invest up to 85 percent of its net assets in derivatives. The fund may invest without limit in debt securities, provided that no more than 30 percent of its net assets are invested in debt securities rated below investment grade.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.Evaluating Orinda Income's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Orinda Income's mutual fund performance include:- 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.
Other Information on Investing in Orinda Mutual Fund
Orinda Income financial ratios help investors to determine whether Orinda 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 Orinda with respect to the benefits of owning Orinda Income security.
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