Optimum Fixed Financials
| OCFIX Fund | USD 8.88 0.02 0.22% |
Optimum |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Optimum Fixed Fund Summary
Optimum Fixed competes with Ab Value, California Bond, Balanced Fund, Midas Fund, and T Rowe. Under normal circumstances, the fund will invest at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in fixed income securities . The adviser focuses on securities issued or guaranteed by the U.S. government or its agencies or instrumentalities, corporate debt securities, taxable and tax-exempt municipal securities, and mortgage-backed and asset-backed securities.Specialization | Intermediate Core-Plus Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US2461186650 |
| Business Address | Optimum Fund Trust |
| Mutual Fund Family | Delaware Funds by Macquarie |
| Mutual Fund Category | Intermediate Core-Plus Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 914 0278 |
| Currency | USD - US Dollar |
Optimum Fixed Key Financial Ratios
Optimum Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Optimum Fixed's current stock value. Our valuation model uses many indicators to compare Optimum Fixed value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Optimum Fixed competition to find correlations between indicators driving Optimum Fixed's intrinsic value. More Info.Optimum Fixed Income is number one fund in price to earning among similar funds. It also is number one fund in price to book among similar funds fabricating about 0.09 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Optimum Fixed Income is roughly 11.34 . 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 Optimum Fixed's earnings, one of the primary drivers of an investment's value.Optimum Fixed January 9, 2026 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Optimum Fixed help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Optimum Fixed Income. We use our internally-developed statistical techniques to arrive at the intrinsic value of Optimum Fixed Income based on widely used predictive technical indicators. In general, we focus on analyzing Optimum Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Optimum Fixed's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.2112 | |||
| Information Ratio | (0.39) | |||
| Maximum Drawdown | 0.789 | |||
| Value At Risk | (0.34) | |||
| Potential Upside | 0.339 |
Other Information on Investing in Optimum Mutual Fund
Optimum Fixed financial ratios help investors to determine whether Optimum 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 Optimum with respect to the benefits of owning Optimum Fixed security.
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