Olstein Strategic Opportunities Fund Manager Performance Evaluation
| OFSFX Fund | USD 23.10 0.02 0.09% |
The fund holds a Beta of 1.27, which implies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Olstein Strategic will likely underperform.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Olstein Strategic Opportunities are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Olstein Strategic showed solid returns over the last few months and may actually be approaching a breakup point.
...more1 | Vanguard Funds, Others Are Issuing Capital Gains for 2025. This Is Gonna Hurt. - Barrons | 11/18/2025 |
Olstein |
Olstein Strategic Relative Risk vs. Return Landscape
If you would invest 2,026 in Olstein Strategic Opportunities on November 2, 2025 and sell it today you would earn a total of 284.00 from holding Olstein Strategic Opportunities or generate 14.02% return on investment over 90 days. Olstein Strategic Opportunities is currently producing 0.223% returns and takes up 1.2612% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Olstein, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Olstein Strategic Current Valuation
Fairly Valued
Today
Please note that Olstein Strategic's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Olstein Strategic holds a recent Real Value of $22.72 per share. The prevailing price of the fund is $23.1. We determine the value of Olstein Strategic from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Olstein Strategic is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Olstein Mutual Fund. However, Olstein Strategic's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 23.1 | Real 22.72 | Hype 23.1 | Naive 22.6 |
The intrinsic value of Olstein Strategic's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Olstein Strategic's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Olstein Strategic Opportunities helps investors to forecast how Olstein mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Olstein Strategic more accurately as focusing exclusively on Olstein Strategic's fundamentals will not take into account other important factors: Olstein Strategic Target Price Odds to finish over Current Price
The tendency of Olstein Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 23.10 | 90 days | 23.10 | about 13.09 |
Based on a normal probability distribution, the odds of Olstein Strategic to move above the current price in 90 days from now is about 13.09 (This Olstein Strategic Opportunities probability density function shows the probability of Olstein Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon the mutual fund has the beta coefficient of 1.27 . This indicates as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Olstein Strategic will likely underperform. Additionally Olstein Strategic Opportunities has an alpha of 0.0404, implying that it can generate a 0.0404 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Olstein Strategic Price Density |
| Price |
Predictive Modules for Olstein Strategic
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Olstein Strategic. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Olstein Strategic Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Olstein Strategic is not an exception. The market had few large corrections towards the Olstein Strategic's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Olstein Strategic Opportunities, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Olstein Strategic within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.04 | |
β | Beta against Dow Jones | 1.27 | |
σ | Overall volatility | 1.23 | |
Ir | Information ratio | 0.04 |
Olstein Strategic Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Olstein Strategic for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Olstein Strategic can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund maintains about 8.5% of its assets in cash |
Olstein Strategic Fundamentals Growth
Olstein Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Olstein Strategic, and Olstein Strategic fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Olstein Mutual Fund performance.
| Total Asset | 130.21 M | |||
About Olstein Strategic Performance
Evaluating Olstein Strategic's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Olstein Strategic has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Olstein Strategic has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund seeks to achieve its objectives by investing primarily in common stocks of small- and mid-sized companies that the funds investment adviser believes are selling at a significant discount to private market value. It may invest up to 20 percent of its net assets in foreign securities that are traded in U.S. dollars, and will limit the funds foreign investments to investments in developed countries, rather than countries with developing or emerging markets.Things to note about Olstein Strategic performance evaluation
Checking the ongoing alerts about Olstein Strategic for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Olstein Strategic help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 8.5% of its assets in cash |
- Analyzing Olstein Strategic's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Olstein Strategic's stock is overvalued or undervalued compared to its peers.
- Examining Olstein Strategic's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Olstein Strategic's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Olstein Strategic's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Olstein Strategic's mutual fund. These opinions can provide insight into Olstein Strategic's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Olstein Mutual Fund
Olstein Strategic financial ratios help investors to determine whether Olstein 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 Olstein with respect to the benefits of owning Olstein Strategic security.
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators |