Optimum International Fund Buy Hold or Sell Recommendation
| OAIEX Fund | USD 11.93 0.08 0.67% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Optimum International Fund is 'Strong Hold'. Macroaxis provides Optimum International buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding OAIEX positions. The advice algorithm takes into account all of Optimum International's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Optimum International's buy or sell advice are summarized below:
Real Value 11.93 | Hype Value 11.93 | Market Value 11.93 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Optimum International Fund given historical horizon and risk tolerance towards Optimum International. When Macroaxis issues a 'buy' or 'sell' recommendation for Optimum International Fund, the advice is generated through an automated system that utilizes algorithms and statistical models.
OPTIMUM |
Execute Optimum International Buy or Sell Advice
The OPTIMUM recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Optimum International Fund. Macroaxis does not own or have any residual interests in Optimum International Fund or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Optimum International's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Analyst Consensus | Not Available | Details |
Optimum International Trading Alerts and Improvement Suggestions
| The fund generated three year return of -2.0% | |
| Optimum International maintains 98.96% of its assets in stocks |
Optimum International Returns Distribution Density
The distribution of Optimum International's historical returns is an attempt to chart the uncertainty of Optimum International's future price movements. The chart of the probability distribution of Optimum International daily returns describes the distribution of returns around its average expected value. We use Optimum International Fund price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Optimum International returns is essential to provide solid investment advice for Optimum International.
| Mean Return | 0.05 | Value At Risk | -1.29 | Potential Upside | 1.16 | Standard Deviation | 0.73 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Optimum International historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Optimum International Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Optimum International or Delaware Funds by Macquarie sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Optimum International's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a OPTIMUM fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | -0.01 | |
β | Beta against NYSE Composite | 0.99 | |
σ | Overall volatility | 0.71 | |
Ir | Information ratio | -0.02 |
Optimum International Volatility Alert
Optimum International Fund has low volatility with Treynor Ratio of 0.04, Maximum Drawdown of 3.57 and kurtosis of 0.48. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Optimum International's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Optimum International's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Optimum International Fundamentals Vs Peers
Comparing Optimum International's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Optimum International's direct or indirect competition across all of the common fundamentals between Optimum International and the related equities. This way, we can detect undervalued stocks with similar characteristics as Optimum International or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Optimum International's fundamental indicators could also be used in its relative valuation, which is a method of valuing Optimum International by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Optimum International to competition |
| Fundamentals | Optimum International | Peer Average |
| Price To Earning | 13.49 X | 6.53 X |
| Price To Book | 1.46 X | 0.74 X |
| Price To Sales | 0.90 X | 0.61 X |
| Annual Yield | 0.01 % | 0.29 % |
| Year To Date Return | 4.68 % | 0.39 % |
| One Year Return | 13.94 % | 4.15 % |
| Three Year Return | (2.14) % | 3.60 % |
| Five Year Return | 3.63 % | 3.24 % |
| Ten Year Return | 4.23 % | 1.79 % |
| Net Asset | 577.72 M | 4.11 B |
| Last Dividend Paid | 0.12 | 0.65 |
| Cash Position Weight | 1.02 % | 10.61 % |
| Equity Positions Weight | 98.96 % | 63.90 % |
Optimum International Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as OPTIMUM . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Daily Balance Of Power | (9,223,372,036,855) | |||
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 11.93 | |||
| Day Typical Price | 11.93 | |||
| Price Action Indicator | (0.04) | |||
| Period Momentum Indicator | (0.08) |
About Optimum International Buy or Sell Advice
When is the right time to buy or sell Optimum International Fund? Buying financial instruments such as OPTIMUM Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Optimum International 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?
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ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Broad Sovereign ETFs theme has 14 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 Broad Sovereign ETFs Theme or any other thematic opportunities.
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Check out Optimum International Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note that the Optimum International information on this page should be used as a complementary analysis to other Optimum International's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.