Oakhurst Strategic Competition

OASDX Fund

USD 13.24 0.04 0.30%

Oakhurst Strategic competes with Barings Emerging, Aqr Long-short, Pace International, Artisan Emerging, and Ep Emerging; as well as few others. The fund is listed under Options Trading category and is part of Oakhurst family. Analyzing Oakhurst Strategic competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Oakhurst Strategic to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Oakhurst Strategic Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Oakhurst Strategic competition on your existing holdings.

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Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Oakhurst Strategic's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.

Hype

Prediction

Low	Estimated	High
12.68	13.24	13.80

Details

Intrinsic

Valuation

Low	Real	High
11.92	14.28	14.84

Details

Oakhurst Strategic Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Oakhurst Strategic and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Oakhurst and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Oakhurst Strategic does not affect the price movement of the other competitor.

	BXECX	QLERX	PWEAX	APDOX	XWDIX	EPASX	SPMIX
BXECX		-0.14	0.69	0.41	0.53	0.73	0.06	BXECX
QLERX	-0.14		0.01	0.74	-0.6	-0.11	0.85	QLERX
PWEAX	0.69	0.01		0.6	-0.08	0.94	0.32	PWEAX
APDOX	0.41	0.74	0.6		-0.43	0.51	0.82	APDOX
XWDIX	0.53	-0.6	-0.08	-0.43		0.02	-0.56	XWDIX
EPASX	0.73	-0.11	0.94	0.51	0.02		0.17	EPASX
SPMIX	0.06	0.85	0.32	0.82	-0.56	0.17		SPMIX
	BXECX	QLERX	PWEAX	APDOX	XWDIX	EPASX	SPMIX

Click cells to compare fundamentals

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High positive correlations

EPASX	+ 0.94	PWEAX
SPMIX	+ 0.85	QLERX
SPMIX	+ 0.82	APDOX
APDOX	+ 0.74	QLERX
EPASX	+ 0.73	BXECX
PWEAX	+ 0.69	BXECX

High negative correlations

XWDIX	- 0.6	QLERX
SPMIX	- 0.56	XWDIX
XWDIX	- 0.43	APDOX
QLERX	- 0.14	BXECX
EPASX	- 0.11	QLERX
XWDIX	- 0.08	PWEAX

Risk-Adjusted Indicators

There is a big difference between Oakhurst Mutual Fund performing well and Oakhurst Strategic Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Oakhurst Strategic's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
BXECX	0.26	0.01	(0.35)	(0.06)	0.24	(0.38)	0.67	(0.40)	1.45
QLERX	0.31	0.10	(0.05)	(2.12)	0.11	(0.37)	0.75	(0.61)	2.22
PWEAX	0.73	(0.02)	(0.10)	0.02	1.06	(0.70)	1.64	(1.76)	6.28
APDOX	0.14	0.03	(0.52)	3.35	0.00	(0.21)	0.39	(0.19)	0.78
XWDIX	0.17	(0.04)	0.00	38.96	0.00	0.00	0.32	(0.45)	1.39
EPASX	0.75	0.03	(0.10)	(0.09)	0.98	(0.82)	1.54	(1.67)	6.54
SPMIX	0.71	0.00	0.02	0.11	0.64	(0.74)	1.67	(1.19)	5.24

Unable to evaluate fundamental data of [BXECX, QLERX, PWEAX, APDOX, XWDIX, EPASX, SPMIX] at this time. Please try again later

All Fundamental Data

Oakhurst Strategic Competitive Analysis

The better you understand Oakhurst Strategic competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Oakhurst Strategic's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Oakhurst Strategic's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	OASDX	BXECX	QLERX	PWEAX	APDOX	XWDIX	EPASX	SPMIX
	0.30 13.24 Oakhurst	0.13 7.56 Barings	0.47 17.07 Aqr	0.15 13.34 Pace	0.1 10.40 Artisan	0.13 15.37 Western	0.80 9.87 EPASX	1.44 30.21 SPMIX
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Not too volatile	Very steady
Market Performance (90 Days Performance)	Good	Weak	Solid	Weak	Solid	Very Weak	Very Weak	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	About Average	Low	Low
Current Valuation (Equity Enterprise Value)	Under Valued	Fairly Valued	Fairly Valued	Fairly Valued	Over Valued	Under Valued	Over Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Buy	Sell	Cautious Hold	Cautious Hold	Strong Sell	Strong Buy	Strong Sell	Strong Hold
Net Asset	80.58 M	168.96 M	4.32 B	429.81 M	24.99 M	N/A	88.29 M	109.99 M
Minimum Initial Investment	25 K	N/A	N/A	N/A	N/A	N/A	N/A	N/A
Price To Book	N/A	N/A	1.99 X	1.95 X	N/A	N/A	3.63 X	2.10 X
Five Year Return	8.45 %	0.30 %	16.69 %	3.13 %	N/A	N/A	2.47 %	12.14 %
One Year Return	22.60 %	8.18 %	27.63 %	11.16 %	11.90 %	N/A	6.65 %	32.21 %
Last Dividend Paid	N/A	0.04	N/A	0.15	N/A	0.12	N/A	0.06
Price To Earning	N/A	N/A	16.64 X	14.38 X	N/A	N/A	21.68 X	19.29 X
Price To Sales	N/A	N/A	0.99 X	1.75 X	N/A	N/A	2.32 X	1.08 X
Cash Position Weight	6.81 %	3.17 %	33.58 %	0.72 %	N/A	N/A	8.98 %	(0.04) %
Equity Positions Weight	48.90 %	N/A	(10.89) %	99.29 %	N/A	N/A	91.72 %	100.04 %
Three Year Return	6.74 %	(3.16) %	27.07 %	(3.27) %	N/A	N/A	(8.07) %	6.25 %
Annual Yield	0.01 %	0.0005 %	0.17 %	0.01 %	0 %	N/A	0.01 %	0.01 %
Year To Date Return	18.49 %	2.69 %	28.35 %	5.82 %	9.28 %	N/A	2.69 %	20.94 %
Bond Positions Weight	42.94 %	161.41 %	N/A	N/A	N/A	N/A	N/A	N/A
Ten Year Return	N/A	N/A	N/A	1.38 %	N/A	N/A	N/A	10.17 %
Daily Balance Of Power	9.2 T	(9,223,372,036,855)	9.2 T	9.2 T	9.2 T	9.2 T	(9,223,372,036,855)	9.2 T
Day Typical Price	13.24	7.56	17.07	13.34	10.4	15.37	9.87	30.21
Period Momentum Indicator	0.04	(0.01)	0.08	0.02	0.01	0.02	(0.08)	0.43
Rate Of Daily Change	1.0	1.0	1.0	1.0	1.0	1.0	0.99	1.01
Day Median Price	13.24	7.56	17.07	13.34	10.4	15.37	9.87	30.21
Price Action Indicator	0.02	(0.01)	0.04	0.01	0.005	0.01	(0.04)	0.21
Coefficient Of Variation	673.82	2682.34	396.27	6628.53	402.74	(887.37)	4668.43	681.74
Mean Deviation	0.3941	0.2585	0.3057	0.73	0.1411	0.1725	0.7522	0.7068
Jensen Alpha	0.0012	0.0083	0.1041	(0.02)	0.0333	(0.04)	0.028	(0)
Total Risk Alpha	(0.01)	(0.05)	0.0318	(0.15)	0.0067	(0.08)	(0.15)	(0.02)
Sortino Ratio	(0.08)	(0.35)	(0.05)	(0.10)	(0.52)	N/A	(0.1)	0.0174
Downside Variance	0.3798	0.1097	0.1938	1.27	0.0259	N/A	1.2	0.7751
Standard Deviation	0.5485	0.339	0.4302	1.02	0.1793	0.257	1.04	0.9811
Kurtosis	1.75	(0.04)	2.6	1.74	0.5092	4.59	1.96	3.64
Potential Upside	0.9009	0.6667	0.7547	1.64	0.3925	0.3159	1.54	1.67
Treynor Ratio	0.1206	(0.06)	(2.12)	0.0232	3.35	38.96	(0.09)	0.1146
Maximum Drawdown	2.62	1.45	2.22	6.28	0.7801	1.39	6.54	5.24
Variance	0.3008	0.1149	0.185	1.04	0.0321	0.066	1.09	0.9625
Market Risk Adjusted Performance	0.1306	(0.05)	(2.11)	0.0332	3.36	38.97	(0.08)	0.1246
Risk Adjusted Performance	0.1095	0.0159	0.1851	0.014	0.1571	(0.11)	0.019	0.1143
Skewness	(0.27)	0.4672	0.045	(0.17)	0.6405	(1.68)	0.1219	0.8498
Semi Deviation	0.4357	0.2399	0.1097	1.06	0.0	N/A	0.9812	0.6435
Information Ratio	(0.09)	(0.34)	(0.05)	(0.11)	(0.47)	(0.61)	(0.10)	0.0156
Value At Risk	(0.84)	(0.40)	(0.61)	(1.76)	(0.19)	(0.45)	(1.67)	(1.19)
Expected Short fall	(0.43)	(0.38)	(0.37)	(0.70)	(0.21)	N/A	(0.82)	(0.74)
Downside Deviation	0.6163	0.3311	0.4402	1.13	0.161	N/A	1.09	0.8804
Semi Variance	0.1898	0.0576	0.012	1.13	(0.03)	N/A	0.9627	0.4141

Oakhurst Strategic Competition Performance Charts

Five steps to successful analysis of Oakhurst Strategic Competition

Oakhurst Strategic's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Oakhurst Strategic in relation to its competition. Oakhurst Strategic's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Oakhurst Strategic in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Oakhurst Strategic's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Oakhurst Strategic, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Oakhurst Strategic position

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Other Information on Investing in Oakhurst Mutual Fund

Oakhurst Strategic financial ratios help investors to determine whether Oakhurst Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Oakhurst with respect to the benefits of owning Oakhurst Strategic security.

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