Equity Screeners to view more equity screening toolsTwo Oaks fundamental analysis lookup allows you to check this and other indicators for Two Oaks Diversified Growth and or any other equity instrument. You can also select from a set of available indicators by clicking on the link to the right. Please note, not all equities are covered by this module due to inconsistencies in global equity categorizations. Please check also
Two Oaks Five Year Return AnalysisFive Year Return is considered as one of the best measures to evaluate fund performance especially from the mid and long term prospective. It shows the total annualized return generated from holding a fund for the last 5 years and represents capital appreciation of fund investments including all dividends, losses, and capital gains distributions.
Five Year Return
(Mean of Monthly Returns - 1)
|Two Oaks||Five Year Return||=|
About Five Year ReturnAlthough Five Year Fund Returns can give a sense of overall fund potential, it is recommended to compare fund performance with other similar funds for the same five year time interval. Similarly, comparing overall find performance over the last five year with appropriate market index is a great way to determine how this fund will perform during different market fluctuations.
|Compare to competition|
According to company disclosure Two Oaks Diversified Growth and has Five Year Return of 0.57%. This is much higher than that of the Category family, and significantly higher than that of Family category, The Five Year Return for all funds is notably lower than the firm.
Two Oaks Diversified Fundamental Drivers Relationships
Two Oaks Diversified Growth and is rated below average in last dividend paid among similar funds. It is rated fourth largest fund in price to earning among similar funds reporting about 471.75 of Price to Earning per Last Dividend Paid.
|Last Dividend Paid|
Analyze current equity momentum using Aroon Oscillator and other momentum ratios
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Fund Instrument Allocation for Two Oaks
The fund consists of 78.46% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.
Two Oaks current financial ratios
|Price to Earning||18.87X|
|Price to Book||2.20X|
|Price to Sales||1.70X|
|One Year Return||(1.52)%|
|Three Year Return||15.90%|
|Five Year Return||0.57%|
|Ten Year Return||3.20%|
|Minimum Initial Investment||2.5K|
|Last Dividend Paid||0.04|
|Cash Position Weight||3.87%|
|Equity Positions Weight||78.46%|
|Bond Positions Weight||16.98%|