Oakhurst Strategic Defined Fund Market Value
| OASDX Fund | USD 12.03 0.06 0.50% |
| Symbol | Oakhurst |
Oakhurst Strategic '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 Oakhurst Strategic'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 Oakhurst Strategic.
| 11/25/2025 |
| 02/23/2026 |
If you would invest 0.00 in Oakhurst Strategic on November 25, 2025 and sell it all today you would earn a total of 0.00 from holding Oakhurst Strategic Defined or generate 0.0% return on investment in Oakhurst Strategic over 90 days. Oakhurst Strategic is related to or competes with Oakhurst Fixed, Ridgeworth Seix, Hartford Healthcare, Mfs Mid, Orinda Income, Global Opportunistic, and Invesco Balanced-risk. Under normal circumstances, the fund invests in a portfolio of equity securities of companies that are representative of... More
Oakhurst Strategic 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 Oakhurst Strategic'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 Oakhurst Strategic Defined upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.6144 | |||
| Information Ratio | 0.0579 | |||
| Maximum Drawdown | 10.19 | |||
| Value At Risk | (1.01) | |||
| Potential Upside | 0.8396 |
Oakhurst Strategic Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Oakhurst Strategic's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Oakhurst Strategic's standard deviation. In reality, there are many statistical measures that can use Oakhurst Strategic historical prices to predict the future Oakhurst Strategic's volatility.| Risk Adjusted Performance | 0.0994 | |||
| Jensen Alpha | 0.0984 | |||
| Total Risk Alpha | 0.0294 | |||
| Sortino Ratio | 0.1119 | |||
| Treynor Ratio | 0.2406 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Oakhurst Strategic'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.
Oakhurst Strategic February 23, 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 | 0.0994 | |||
| Market Risk Adjusted Performance | 0.2506 | |||
| Mean Deviation | 0.5246 | |||
| Semi Deviation | 0.3413 | |||
| Downside Deviation | 0.6144 | |||
| Coefficient Of Variation | 795.66 | |||
| Standard Deviation | 1.19 | |||
| Variance | 1.41 | |||
| Information Ratio | 0.0579 | |||
| Jensen Alpha | 0.0984 | |||
| Total Risk Alpha | 0.0294 | |||
| Sortino Ratio | 0.1119 | |||
| Treynor Ratio | 0.2406 | |||
| Maximum Drawdown | 10.19 | |||
| Value At Risk | (1.01) | |||
| Potential Upside | 0.8396 | |||
| Downside Variance | 0.3775 | |||
| Semi Variance | 0.1165 | |||
| Expected Short fall | (0.69) | |||
| Skewness | 5.82 | |||
| Kurtosis | 42.37 |
Oakhurst Strategic Backtested Returns
At this stage we consider Oakhurst Mutual Fund to be very steady. Oakhurst Strategic 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 Oakhurst Strategic, which you can use to evaluate the volatility of the fund. Please check Oakhurst Strategic's Semi Deviation of 0.3413, risk adjusted performance of 0.0994, and Coefficient Of Variation of 795.66 to confirm if the risk estimate we provide is consistent with the expected return of 0.16%. The fund holds a Beta of 0.58, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Oakhurst Strategic's returns are expected to increase less than the market. However, during the bear market, the loss of holding Oakhurst Strategic is expected to be smaller as well.
Auto-correlation | -0.52 |
Good reverse predictability
Oakhurst Strategic Defined has good reverse predictability. Overlapping area represents the amount of predictability between Oakhurst Strategic time series from 25th of November 2025 to 9th of January 2026 and 9th of January 2026 to 23rd 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 Oakhurst Strategic price movement. The serial correlation of -0.52 indicates that about 52.0% of current Oakhurst Strategic price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.52 | |
| Spearman Rank Test | -0.27 | |
| 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 Oakhurst Mutual Fund
Oakhurst Strategic financial ratios help investors to determine whether Oakhurst 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 Oakhurst with respect to the benefits of owning Oakhurst Strategic security.
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