River Oak Discovery Fund Buy Hold or Sell Recommendation
| RIVSX Fund | USD 17.23 0.02 0.12% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding River Oak Discovery is 'Sell'. Macroaxis provides River Oak buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding RIVSX positions. The advice algorithm takes into account all of River Oak's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting River Oak's buy or sell advice are summarized below:
Real Value 16.95 | Hype Value 17.23 | Market Value 17.23 | Naive Value 16.58 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell River Oak Discovery given historical horizon and risk tolerance towards River Oak. When Macroaxis issues a 'buy' or 'sell' recommendation for River Oak Discovery, the advice is generated through an automated system that utilizes algorithms and statistical models.
River |
Execute River Oak Buy or Sell Advice
The River recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on River Oak Discovery. Macroaxis does not own or have any residual interests in River Oak Discovery or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute River Oak's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Sell
Market Performance | Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Analyst Consensus | Not Available | Details |
River Oak Trading Alerts and Improvement Suggestions
| The fund maintains about 5.18% of its assets in cash |
River Oak Returns Distribution Density
The distribution of River Oak's historical returns is an attempt to chart the uncertainty of River Oak's future price movements. The chart of the probability distribution of River Oak daily returns describes the distribution of returns around its average expected value. We use River Oak Discovery price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of River Oak returns is essential to provide solid investment advice for River Oak.
| Mean Return | 0.01 | Value At Risk | -1.58 | Potential Upside | 1.70 | Standard Deviation | 1.01 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of River Oak 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.
River Oak 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 River Oak or Oak Associates 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 River Oak'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 River 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 | |
β | Beta against NYSE Composite | 0.11 | |
σ | Overall volatility | 1.03 | |
Ir | Information ratio | -0.02 |
River Oak Volatility Alert
River Oak Discovery has relatively low volatility with skewness of 0.07 and kurtosis of 0.57. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure River Oak'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 River Oak'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.River Oak Fundamentals Vs Peers
Comparing River Oak'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 River Oak's direct or indirect competition across all of the common fundamentals between River Oak and the related equities. This way, we can detect undervalued stocks with similar characteristics as River Oak or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of River Oak's fundamental indicators could also be used in its relative valuation, which is a method of valuing River Oak by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare River Oak to competition |
| Fundamentals | River Oak | Peer Average |
| Price To Earning | 19.76 X | 6.53 X |
| Price To Book | 1.50 X | 0.74 X |
| Price To Sales | 1.30 X | 0.61 X |
| Year To Date Return | 0.35 % | 0.39 % |
| One Year Return | 11.51 % | 4.15 % |
| Three Year Return | 0.53 % | 3.60 % |
| Five Year Return | 12.72 % | 3.24 % |
| Ten Year Return | 7.73 % | 1.79 % |
| Net Asset | 23.79 M | 4.11 B |
| Minimum Initial Investment | 2 K | 976.16 K |
| Cash Position Weight |