Two Oaks Manager Performance Evaluation

TWOAX -- USA Fund  

USD 13.70  0.04  0.29%

The entity has beta of 0.6623 which indicates as returns on market increase, Two Oaks returns are expected to increase less than the market. However during bear market, the loss on holding Two Oaks will be expected to be smaller as well. Although it is extremely important to respect Two Oaks Diversified current price movements, it is better to be realistic regarding the information on equity historical returns. The philosophy towards measuring future performance of any fund is to evaluate the business as a whole together with its past performance including all available fundamental and technical indicators. By inspecting Two Oaks Diversified technical indicators you can presently evaluate if the expected return of 0.0614% will be sustainable into the future.
66

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Two Oaks Diversified Growth and are ranked lower than 6 (%) of all funds and portfolios of funds over the last 30 days. Inspite fairly strong basic indicators, Two Oaks is not utilizing all of its potentials. The current stock price disturbance, may contribute to short term losses for the investors.
Fifty Two Week Low11.16
Fifty Two Week High14.16
Annual Report Expense Ratio1.70%
Horizon     30 Days    Login   to change

Two Oaks Diversified Relative Risk vs. Return Landscape

If you would invest  1,316  in Two Oaks Diversified Growth and on August 21, 2019 and sell it today you would earn a total of  50.00  from holding Two Oaks Diversified Growth and or generate 3.8% return on investment over 30 days. Two Oaks Diversified Growth and is currently producing 0.0614% returns and takes up 0.6618% volatility of returns over 30 trading days. Put another way, 5% of traded equities are less volatile than the company and 99% of traded equity instruments are likely to generate higher returns over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming 30 trading days horizon, Two Oaks is expected to generate 0.72 times more return on investment than the market. However, the company is 1.39 times less risky than the market. It trades about 0.09 of its potential returns per unit of risk. The DOW is currently generating roughly 0.03 per unit of risk.

Two Oaks Current Valuation

Undervalued
September 20, 2019
13.70
Market Value
14.02
Real Value
16.00
Upside
Two Oaks is not too volatile asset. Two Oaks Diversified has current Real Value of $14.02 per share. The regular price of the fund is $13.7. At this time the fund appears to be undervalued. We determine the value of Two Oaks Diversified from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend to buy undervalued stocks and to dispose of overvalued stocks since at some point securities prices and their ongoing real values will draw towards each other.

Two Oaks Market Risk Analysis

Sharpe Ratio = 0.0927
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Two Oaks Relative Performance Indicators

Estimated Market Risk
 0.66
  actual daily
 
 5 %
of total potential
 
55
Expected Return
 0.06
  actual daily
 
 1 %
of total potential
 
11
Risk-Adjusted Return
 0.09
  actual daily
 
 6 %
of total potential
 
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Based on monthly moving average Two Oaks 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 Two Oaks by adding it to a well-diversified portfolio.

Two Oaks Alerts

Equity Alerts and Improvement Suggestions

Latest headline from MacroaxisInsider: Sale by Tevanian Avadis of 20000 shares of Apple
The fund maintains about 16.98% of its assets in bonds
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