Osterweis Emerging Opportunity Fund Price on December 5, 2024
| OSTGX Fund | USD 18.34 0.20 1.08% |
Below is the normalized historical share price chart for Osterweis Emerging Opportunity extending back to November 30, 2016. 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 Osterweis Emerging stands at 18.34, as last reported on the 12th of December 2024, with the highest price reaching 18.34 and the lowest price hitting 18.34 during the day.
If you're considering investing in Osterweis Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Osterweis Mutual Fund to be very steady. Osterweis Emerging maintains Sharpe Ratio (i.e., Efficiency) of 0.0911, which implies the entity had a 0.0911% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Osterweis Emerging, which you can use to evaluate the volatility of the fund. Please check Osterweis Emerging's Semi Deviation of 0.8931, coefficient of variation of 693.62, and Risk Adjusted Performance of 0.1071 to confirm if the risk estimate we provide is consistent with the expected return of 0.0922%.
Osterweis Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Osterweis |
Sharpe Ratio = 0.0911
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Estimated Market Risk
| 1.01 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 7 93% of assets perform better |
Based on monthly moving average Osterweis Emerging is performing at about 7% 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 Osterweis Emerging by adding it to a well-diversified portfolio.
Osterweis Emerging Valuation on December 5, 2024
It is possible to determine the worth of Osterweis Emerging on a given historical date. On December 5, 2024 Osterweis was worth 18.74 at the beginning of the trading date compared to the closed value of 18.74. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Osterweis Emerging mutual fund. Still, in general, we apply an absolute valuation method to find Osterweis Emerging's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Osterweis Emerging where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Osterweis Emerging's related companies.
| Open | High | Low | Close | Volume | |
| 19.11 | 19.11 | 19.11 | 19.11 | 1.00 | |
12/05/2024 | 18.74 | 18.74 | 18.74 | 18.74 | 1.00 |
| 18.74 | 18.74 | 18.74 | 18.74 | 1.00 |
| Backtest Osterweis Emerging | | | Osterweis Emerging History | | | Osterweis Emerging Valuation | Previous | Next |
Osterweis Emerging Trading Date Momentum on December 5, 2024
| On December 06 2024 Osterweis Emerging Opportunity was traded for 18.74 at the closing time. The highest daily price throughout the period was 18.74 and the lowest price was 18.74 . There was no trading activity during the period 1.0. Lack of trading volume on 12/06/2024 did not cause price change. The trading delta at closing time to current closing price is 2.13% . |
Osterweis Emerging Fundamentals Correlations and Trends
By evaluating Osterweis Emerging's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Osterweis Emerging's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Osterweis financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Osterweis Emerging Mutual Fund history
Osterweis Emerging 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 Osterweis is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Osterweis Emerging 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 Osterweis Emerging stock prices may prove useful in developing a viable investing in Osterweis Emerging
The fund invests primarily in the common stocks of companies that the Adviser believes should experience strong revenue growth and rising profits. The funds investments in any one sector may exceed 25 percent of its net assets. As of March 31, 2024, over 25 percent of the funds assets were invested in securities within the health care sector.
Osterweis Emerging Mutual Fund Technical Analysis
Osterweis Emerging 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
Osterweis Emerging Period Price Range
Low | December 12, 2024
| High |
0.00 | 0.00 |
Osterweis Emerging Opportunity cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Osterweis Emerging December 12, 2024 Market Strength
Market strength indicators help investors to evaluate how Osterweis Emerging 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 Osterweis Emerging shares will generate the highest return on investment. By undertsting and applying Osterweis Emerging mutual fund market strength indicators, traders can identify Osterweis Emerging Opportunity entry and exit signals to maximize returns
Osterweis Emerging Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Osterweis Emerging's price direction in advance. Along with the technical and fundamental analysis of Osterweis Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Osterweis 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 | 0.1071 | |||
| Jensen Alpha | 0.1005 | |||
| Total Risk Alpha | (0.02) | |||
| Sortino Ratio | 0.0229 | |||
| Treynor Ratio | 0.4204 |
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Other Information on Investing in Osterweis Mutual Fund
Osterweis Emerging financial ratios help investors to determine whether Osterweis 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 Osterweis with respect to the benefits of owning Osterweis Emerging security.
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| Equity Valuation Check real value of public entities based on technical and fundamental data |