Optimum Small Mid Cap Fund Price on March 23, 3124
| OASGX Fund | USD 12.60 0.04 0.32% |
Below is the normalized historical share price chart for Optimum Small Mid Cap extending back to July 23, 2003. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Optimum Small stands at 12.60, as last reported on the 27th of November, with the highest price reaching 12.60 and the lowest price hitting 12.60 during the day.
If you're considering investing in Optimum Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Optimum Mutual Fund to be very steady. Optimum Small Mid maintains Sharpe Ratio (i.e., Efficiency) of 0.13, which implies the entity had a 0.13% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Optimum Small Mid, which you can use to evaluate the volatility of the fund. Please check Optimum Small's Risk Adjusted Performance of 0.0953, coefficient of variation of 831.71, and Semi Deviation of 0.9946 to confirm if the risk estimate we provide is consistent with the expected return of 0.15%.
Optimum Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Optimum |
Sharpe Ratio = 0.1322
| Best Portfolio | Best Equity | |||
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| Small Returns | OASGX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.16 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.15 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Optimum Small is performing at about 10% 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 Optimum Small by adding it to a well-diversified portfolio.
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.
About Optimum Small Mutual Fund history
Optimum Small investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Optimum is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Optimum Small Mid will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Optimum Small stock prices may prove useful in developing a viable investing in Optimum Small
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in securities of small- and mid-market capitalization companies . For purposes of this fund, small-market capitalization companies are those companies whose market capitalization is similar to the market capitalization of companies in the Russell 2000 Growth Index, and mid-market capitalization companies are those companies whose market capitalization is similar to the market capitalization of companies in the Russell Midcap Growth Index.
Optimum Small Mutual Fund Technical Analysis
Optimum Small technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Optimum Small Period Price Range
Low | November 27, 2024
| High |
0.00 | 0.00 |
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Optimum Small November 27, 2024 Market Strength
Market strength indicators help investors to evaluate how Optimum Small mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Optimum Small shares will generate the highest return on investment. By undertsting and applying Optimum Small mutual fund market strength indicators, traders can identify Optimum Small Mid Cap entry and exit signals to maximize returns
Optimum Small Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Optimum Small's price direction in advance. Along with the technical and fundamental analysis of Optimum Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Optimum to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.0953 | |||
| Jensen Alpha | (0.03) | |||
| Total Risk Alpha | (0.05) | |||
| Sortino Ratio | 0.0066 | |||
| Treynor Ratio | 0.0979 |
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
Other Information on Investing in Optimum Mutual Fund
Optimum Small 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 Small security.
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