Black Oak Financial Statements From 2010 to 2025

BOGSX Fund  USD 7.45  0.09  1.19%   
Black Oak financial statements provide useful quarterly and yearly information to potential Black Oak Emerging investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Black Oak financial statements helps investors assess Black Oak's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Black Oak's valuation are summarized below:
Black Oak Emerging does not presently have any fundamental signals for analysis.
Check Black Oak financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Black Oak's main balance sheet or income statement drivers, such as , as well as many indicators such as . Black financial statements analysis is a perfect complement when working with Black Oak Valuation or Volatility modules.
  
This module can also supplement various Black Oak Technical models . Check out the analysis of Black Oak Correlation against competitors.

Black Oak Emerging Mutual Fund Year To Date Return Analysis

Black Oak's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.

YTD Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Year To Date Return | All Equity Analysis

Current Black Oak Year To Date Return

    
  4.29 %  
Most of Black Oak's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Black Oak Emerging is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Competition

In accordance with the company's disclosures, Black Oak Emerging has a Year To Date Return of 4.2877%. This is much higher than that of the Oak Associates family and significantly higher than that of the Technology category. The year to date return for all United States funds is notably lower than that of the firm.

Black Oak Emerging Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Black Oak's current stock value. Our valuation model uses many indicators to compare Black Oak value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Black Oak competition to find correlations between indicators driving Black Oak's intrinsic value. More Info.
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Black Oak Emerging is second largest fund in price to earning among similar funds. It also is second largest fund in price to book among similar funds fabricating about  0.15  of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Black Oak Emerging is roughly  6.80 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Black Oak's earnings, one of the primary drivers of an investment's value.

About Black Oak Financial Statements

Black Oak investors use historical fundamental indicators, such as Black Oak's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Black Oak. Please read more on our technical analysis and fundamental analysis pages.
The fund will invest at least 80 percent of its net assets, under normal circumstances, in equity securities of emerging technology companies, as determined by the Adviser. It invests primarily in common stocks of companies that the Adviser considers to be well-positioned to become market leaders among emerging technology companies.

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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

Other Information on Investing in Black Mutual Fund

Black Oak financial ratios help investors to determine whether Black 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 Black with respect to the benefits of owning Black Oak security.
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