Oak Ridge One Year Return vs. Ten Year Return
Based on the measurements of profitability obtained from Oak Ridge's financial statements, Oak Ridge Multi may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Oak Ridge's ability to earn profits and add value for shareholders.
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 various price indices.
Please note, there is a significant difference between Oak Ridge's value and its price as these two are different measures arrived at by different means. Investors typically determine if Oak Ridge is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Oak Ridge's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
For Oak Ridge profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Oak Ridge to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Oak Ridge Multi utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Oak Ridge's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Oak Ridge Multi over time as well as its relative position and ranking within its peers.
Oak |
Oak Ridge Multi Ten Year Return vs. One Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Oak Ridge's current stock value. Our valuation model uses many indicators to compare Oak Ridge value to that of its competitors to determine the firm's financial worth. Oak Ridge Multi is rated top fund in one year return among similar funds. It also is rated top fund in ten year return among similar funds reporting about 0.40 of Ten Year Return per One Year Return. The ratio of One Year Return to Ten Year Return for Oak Ridge Multi is roughly 2.52 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Oak Ridge's earnings, one of the primary drivers of an investment's value.Oak Ten Year Return vs. One Year Return
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Oak Ridge |
| = | 25.09 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Oak Ridge |
| = | 9.94 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Oak Ten Year Return Comparison
Oak Ridge is currently under evaluation in ten year return among similar funds.
Oak Ridge Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Oak Ridge, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Oak Ridge will eventually generate negative long term returns. The profitability progress is the general direction of Oak Ridge's change in net profit over the period of time. It can combine multiple indicators of Oak Ridge, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund is a fund of funds that seeks to achieve its investment objective by primarily investing in other mutual funds . North Square is traded on NASDAQ Exchange in the United States.
Oak Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Oak Ridge. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Oak Ridge position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Oak Ridge's important profitability drivers and their relationship over time.
Use Oak Ridge in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Oak Ridge position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Oak Ridge will appreciate offsetting losses from the drop in the long position's value.Oak Ridge Pair Trading
Oak Ridge Multi Pair Trading Analysis
The ability to find closely correlated positions to Microsoft could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Microsoft when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Microsoft - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Microsoft to buy it.
The correlation of Microsoft is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Microsoft moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Microsoft moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Microsoft can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Oak Ridge position
In addition to having Oak Ridge in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Compulsion Thematic Idea Now
Compulsion
Companies involved in research, development, and manufacturing of products with compulsion characteristics such as cigarettes, addictive drugs and alcohol. The Compulsion theme has 40 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Compulsion Theme or any other thematic opportunities.
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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 various price indices. You can also try the Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.
Other Tools for Oak Mutual Fund
When running Oak Ridge's price analysis, check to measure Oak Ridge's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Oak Ridge is operating at the current time. Most of Oak Ridge's value examination focuses on studying past and present price action to predict the probability of Oak Ridge's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Oak Ridge's price. Additionally, you may evaluate how the addition of Oak Ridge to your portfolios can decrease your overall portfolio volatility.
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