Oshaughnessy Market Leaders Fund Manager Performance Evaluation
| OFVIX Fund | USD 18.86 0.02 0.11% |
The fund holds a Beta of 0.92, which implies possible diversification benefits within a given portfolio. Oshaughnessy Market returns are very sensitive to returns on the market. As the market goes up or down, Oshaughnessy Market is expected to follow.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Oshaughnessy Market Leaders are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Oshaughnessy Market is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 28th of November 2022 | |
| Expense Ratio | 0.5300 |
Oshaughnessy |
Oshaughnessy Market Relative Risk vs. Return Landscape
If you would invest 1,805 in Oshaughnessy Market Leaders on January 20, 2024 and sell it today you would earn a total of 81.00 from holding Oshaughnessy Market Leaders or generate 4.49% return on investment over 90 days. Oshaughnessy Market Leaders is currently producing 0.0718% returns and takes up 0.6471% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Oshaughnessy, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Oshaughnessy Market Current Valuation
Fairly Valued
Today
Please note that Oshaughnessy Market's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Oshaughnessy Market holds a recent Real Value of $18.87 per share. The prevailing price of the fund is $18.86. We determine the value of Oshaughnessy Market from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Our valuation method for Oshaughnessy Market Leaders is useful when determining the fair value of the Oshaughnessy mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Oshaughnessy Market. Since Oshaughnessy Market is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Oshaughnessy Mutual Fund. However, Oshaughnessy Market's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 18.86 | Real 18.87 | Hype 18.86 |
The real value of Oshaughnessy Mutual Fund, also known as its intrinsic value, is the underlying worth of Oshaughnessy Market Mutual Fund, which is reflected in its stock price. It is based on Oshaughnessy Market's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Oshaughnessy Market's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Oshaughnessy Market's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Oshaughnessy Market Leaders helps investors to forecast how Oshaughnessy mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Oshaughnessy Market more accurately as focusing exclusively on Oshaughnessy Market's fundamentals will not take into account other important factors: Oshaughnessy Market Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Oshaughnessy Market's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Oshaughnessy Market Leaders, and traders can use it to determine the average amount a Oshaughnessy Market's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1109
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| Cash | OFVIX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.65 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Oshaughnessy Market is performing at about 8% 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 Oshaughnessy Market by adding it to a well-diversified portfolio.
Oshaughnessy Market Fundamentals Growth
Oshaughnessy Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Oshaughnessy Market, and Oshaughnessy Market fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Oshaughnessy Mutual Fund performance.
About Oshaughnessy Market Performance
To evaluate Oshaughnessy Market Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Oshaughnessy Market generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Oshaughnessy Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Oshaughnessy Market market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Oshaughnessy's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.Under normal market conditions, the fund invests primarily in a diversified portfolio of common stocks and other equity securities of companies of all sizes, including but not limited to, American Depositary Receipts , preferred stocks, limited partnerships, and convertible securities. The adviser employs a bottom-up, quantitative, factor-based approach to security selection based on research and analysis of historical data. The adviser may eliminate or substitute factors at its discretion.Things to note about Oshaughnessy Market performance evaluation
Checking the ongoing alerts about Oshaughnessy Market for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Oshaughnessy Market help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Oshaughnessy Market's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Oshaughnessy Market's mutual fund performance include:- Analyzing Oshaughnessy Market's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Oshaughnessy Market's stock is overvalued or undervalued compared to its peers.
- Examining Oshaughnessy Market's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Oshaughnessy Market's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Oshaughnessy Market's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Oshaughnessy Market's mutual fund. These opinions can provide insight into Oshaughnessy Market's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Oshaughnessy Market Leaders. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Commodity Directory module to find actively traded commodities issued by global exchanges.