Oak Ridge Financials
| ORIYX Fund | USD 11.80 0.19 1.64% |
OAK |
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.
Oak Ridge Fund Summary
Oak Ridge competes with North Square, Advisory Research, Api Efficient, Oak Ridge, and North Square. The fund is considered a fund of funds that invests primarily in affiliated mutual funds managed by the Adviser and its affiliates. Under normal conditions, through the underlying funds, the fund is expected to indirectly invest in the equity securities of U.S. and foreign micro-cap, small, and mid-sized companies among others. The fund uses a blend strategy to gain investment exposure to both growth and value stocks, or to stocks with characteristics of both.Specialization | Small Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US46141P1562 |
| Business Address | North Square Investments |
| Mutual Fund Family | North Square |
| Mutual Fund Category | Small Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 855 551 5521 |
| Currency | USD - US Dollar |
OAK Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Oak Ridge's current stock value. Our valuation model uses many indicators to compare Oak Ridge value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Oak Ridge competition to find correlations between indicators driving Oak Ridge's intrinsic value. More Info.Oak Ridge Small 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 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Oak Ridge Small is roughly 9.89 . 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 Oak Ridge's earnings, one of the primary drivers of an investment's value.Oak Ridge Small Systematic Risk
Oak Ridge's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Oak Ridge volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twelve with a total number of output elements of fourty-nine. The Beta measures systematic risk based on how returns on Oak Ridge Small correlated with the market. If Beta is less than 0 Oak Ridge generally moves in the opposite direction as compared to the market. If Oak Ridge Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Oak Ridge Small is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Oak Ridge is generally in the same direction as the market. If Beta > 1 Oak Ridge moves generally in the same direction as, but more than the movement of the benchmark.
Oak Ridge November 26, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Oak Ridge help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Oak Ridge Small. We use our internally-developed statistical techniques to arrive at the intrinsic value of Oak Ridge Small based on widely used predictive technical indicators. In general, we focus on analyzing OAK Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Oak Ridge's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.03 | |||
| Information Ratio | 0.0509 | |||
| Maximum Drawdown | 7.43 | |||
| Value At Risk | (1.45) | |||
| Potential Upside | 2.26 |
Other Information on Investing in OAK Mutual Fund
Oak Ridge financial ratios help investors to determine whether OAK 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 OAK with respect to the benefits of owning Oak Ridge security.
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