River Oak Discovery Fund Manager Performance Evaluation
| RIVSX Fund | USD 21.25 0.10 0.47% |
The fund holds a Beta of 1.23, 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, River Oak will likely underperform.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in River Oak Discovery are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, River Oak showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 28th of February 2025 | |
| Expense Ratio | 1.2000 |
River |
River Oak Relative Risk vs. Return Landscape
If you would invest 1,887 in River Oak Discovery on November 4, 2025 and sell it today you would earn a total of 238.00 from holding River Oak Discovery or generate 12.61% return on investment over 90 days. River Oak Discovery is currently producing 0.2016% returns and takes up 1.1638% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than River, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
River Oak Current Valuation
Fairly Valued
Today
Please note that River Oak's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. River Oak Discovery holds a recent Real Value of $21.4 per share. The prevailing price of the fund is $21.25. We determine the value of River Oak Discovery 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 River Oak is currently traded on the exchange, buyers and sellers on that exchange determine the market value of River Mutual Fund. However, River Oak'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 21.25 | Real 21.4 | Hype 21.25 | Naive 20.79 |
The intrinsic value of River Oak'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 River Oak'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 River Oak Discovery helps investors to forecast how River 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 River Oak more accurately as focusing exclusively on River Oak's fundamentals will not take into account other important factors: River Oak Target Price Odds to finish over Current Price
The tendency of River 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 |
| 21.25 | 90 days | 21.25 | about 5.58 |
Based on a normal probability distribution, the odds of River Oak to move above the current price in 90 days from now is about 5.58 (This River Oak Discovery probability density function shows the probability of River Mutual Fund to fall within a particular range of prices over 90 days) .
River Oak Price Density |
| Price |
Predictive Modules for River Oak
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as River Oak Discovery. 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.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of River Oak's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
River Oak Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. River Oak is not an exception. The market had few large corrections towards the River Oak'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 River Oak Discovery, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of River Oak within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.07 | |
β | Beta against Dow Jones | 1.23 | |
σ | Overall volatility | 0.88 | |
Ir | Information ratio | 0.07 |
River Oak 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 River Oak for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for River Oak Discovery 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 5.18% of its assets in cash |
River Oak Fundamentals Growth
River Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of River Oak, and River Oak 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 River Mutual Fund performance.
| Price To Earning | 19.76 X | |||
| Price To Book | 1.50 X | |||
| Price To Sales | 1.30 X | |||
| Total Asset | 20.01 M | |||
About River Oak Performance
Evaluating River Oak's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if River Oak 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 River Oak 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 invests primarily in common stocks of U.S. companies with small market capitalization, or small cap companies. In selecting investments for the fund, the Adviser chooses stocks of companies which the advisor believes have above-average growth potential at attractive prices. The fund will generally hold between 30 and 40 common stocks.Things to note about River Oak Discovery performance evaluation
Checking the ongoing alerts about River Oak for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for River Oak Discovery 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 5.18% of its assets in cash |
- Analyzing River Oak'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 River Oak's stock is overvalued or undervalued compared to its peers.
- Examining River Oak'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 River Oak's management team can have a significant impact on its success or failure. Reviewing the track record and experience of River Oak's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of River Oak's mutual fund. These opinions can provide insight into River Oak's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in River Mutual Fund
River Oak financial ratios help investors to determine whether River 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 River with respect to the benefits of owning River Oak security.
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