Optimum Fixed Income Fund Market Value
| OAFIX Fund | USD 8.37 0.03 0.36% |
| Symbol | Optimum |
Optimum Fixed 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Optimum Fixed's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Optimum Fixed.
| 11/10/2025 |
| 02/08/2026 |
If you would invest 0.00 in Optimum Fixed on November 10, 2025 and sell it all today you would earn a total of 0.00 from holding Optimum Fixed Income or generate 0.0% return on investment in Optimum Fixed over 90 days. Optimum Fixed is related to or competes with Optimum Small, Optimum Small, Optimum Fixed, Optimum International, Optimum Large, Optimum Large, and Optimum Small-mid. Under normal circumstances, the fund will invest at least 80 percent of its net assets, plus the amount of any borrowing... More
Optimum Fixed Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Optimum Fixed's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Optimum Fixed Income upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.2046 | |||
| Information Ratio | (0.43) | |||
| Maximum Drawdown | 0.8415 | |||
| Value At Risk | (0.24) | |||
| Potential Upside | 0.2415 |
Optimum Fixed Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Optimum Fixed's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Optimum Fixed's standard deviation. In reality, there are many statistical measures that can use Optimum Fixed historical prices to predict the future Optimum Fixed's volatility.| Risk Adjusted Performance | 0.0316 | |||
| Jensen Alpha | 1.0E-4 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.37) | |||
| Treynor Ratio | 0.0815 |
Optimum Fixed February 8, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0316 | |||
| Market Risk Adjusted Performance | 0.0915 | |||
| Mean Deviation | 0.1406 | |||
| Semi Deviation | 0.099 | |||
| Downside Deviation | 0.2046 | |||
| Coefficient Of Variation | 1194.75 | |||
| Standard Deviation | 0.1757 | |||
| Variance | 0.0309 | |||
| Information Ratio | (0.43) | |||
| Jensen Alpha | 1.0E-4 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.37) | |||
| Treynor Ratio | 0.0815 | |||
| Maximum Drawdown | 0.8415 | |||
| Value At Risk | (0.24) | |||
| Potential Upside | 0.2415 | |||
| Downside Variance | 0.0419 | |||
| Semi Variance | 0.0098 | |||
| Expected Short fall | (0.18) | |||
| Skewness | (0.21) | |||
| Kurtosis | (0.04) |
Optimum Fixed Income Backtested Returns
At this stage we consider Optimum Mutual Fund to be very steady. Optimum Fixed Income maintains Sharpe Ratio (i.e., Efficiency) of 0.0883, which implies the entity had a 0.0883 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Optimum Fixed Income, which you can use to evaluate the volatility of the fund. Please check Optimum Fixed's Risk Adjusted Performance of 0.0316, coefficient of variation of 1194.75, and Semi Deviation of 0.099 to confirm if the risk estimate we provide is consistent with the expected return of 0.0156%. The fund holds a Beta of 0.0577, which implies not very significant fluctuations relative to the market. As returns on the market increase, Optimum Fixed's returns are expected to increase less than the market. However, during the bear market, the loss of holding Optimum Fixed is expected to be smaller as well.
Auto-correlation | 0.40 |
Average predictability
Optimum Fixed Income has average predictability. Overlapping area represents the amount of predictability between Optimum Fixed time series from 10th of November 2025 to 25th of December 2025 and 25th of December 2025 to 8th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Optimum Fixed Income price movement. The serial correlation of 0.4 indicates that just about 40.0% of current Optimum Fixed price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.4 | |
| Spearman Rank Test | 0.21 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
Also Currently Popular
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.Other Information on Investing in Optimum Mutual Fund
Optimum Fixed 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 Fixed security.
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