Optimum Small Mid Cap Fund Price History
OISVX Fund | USD 16.93 0.27 1.62% |
Below is the normalized historical share price chart for Optimum Small Mid Cap extending back to July 23, 2003. 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 Optimum Small-mid stands at 16.93, as last reported on the 26th of November, with the highest price reaching 16.93 and the lowest price hitting 16.93 during the day.
If you're considering investing in Optimum Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Optimum Mutual Fund to be very steady. Optimum Small Mid maintains Sharpe Ratio (i.e., Efficiency) of 0.16, which implies the entity had a 0.16% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Optimum Small Mid, which you can use to evaluate the volatility of the fund. Please check Optimum Small-mid's Semi Deviation of 0.6817, coefficient of variation of 670.42, and Risk Adjusted Performance of 0.117 to confirm if the risk estimate we provide is consistent with the expected return of 0.18%.
Optimum Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Optimum |
Sharpe Ratio = 0.1631
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Estimated Market Risk
1.11 actual daily | 9 91% of assets are more volatile |
Expected Return
0.18 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Optimum Small-mid is performing at about 12% 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 Optimum Small-mid by adding it to a well-diversified portfolio.
Optimum Small-mid Mutual Fund Price History Chart
There are several ways to analyze Optimum Small Mid Cap Fund price data. The simplest method is using a basic Optimum candlestick price chart, which shows Optimum Small-mid price history and the buying and selling dynamics of a specified period. Many traders also use subjective judgment to their trading calls, avoiding the need to trade based on technical analysis.
Highest Price | November 25, 2024 | 16.93 |
Lowest Price | September 10, 2024 | 14.54 |
Optimum Small-mid November 26, 2024 Mutual Fund Price Synopsis
Various analyses of Optimum Small-mid's daily price changes, such as its Balance Of Power or Price Action, are crucial when deciding whether to buy, hold, or sell Optimum Mutual Fund. It can be used to describe the percentage change in the price of Optimum Small-mid from one trading day to the next and could be a valuable metric for traders and investors to gauge the volatility and momentum of Optimum Mutual Fund.Optimum Small-mid Price Rate Of Daily Change | 1.02 | |
Optimum Small-mid Price Action Indicator | 0.13 |
Optimum Small-mid November 26, 2024 Mutual Fund Price Analysis
Optimum Mutual Fund Price History Data
The price series of Optimum Small-mid for the period between Wed, Aug 28, 2024 and Tue, Nov 26, 2024 has a statistical range of 2.39 with a coefficient of variation of 3.46. The daily prices for the period are spread out with arithmetic mean of 15.58. The median price for the last 90 days is 15.51. The company issued dividends to stockholders on December 12, 2019.Open | High | Low | Close | Volume | ||
11/26/2024 | 16.93 | 16.93 | 16.93 | 16.93 | ||
11/25/2024 | 16.93 | 16.93 | 16.93 | 16.93 | 1.00 | |
11/22/2024 | 16.66 | 16.66 | 16.66 | 16.66 | 1.00 | |
11/21/2024 | 16.44 | 16.44 | 16.44 | 16.44 | 1.00 | |
11/20/2024 | 16.18 | 16.18 | 16.18 | 16.18 | 1.00 | |
11/19/2024 | 16.13 | 16.13 | 16.13 | 16.13 | 1.00 | |
11/18/2024 | 16.18 | 16.18 | 16.18 | 16.18 | 1.00 | |
11/15/2024 | 16.15 | 16.15 | 16.15 | 16.15 | 1.00 | |
11/14/2024 | 16.26 | 16.26 | 16.26 | 16.26 | 1.00 | |
11/13/2024 | 16.37 | 16.37 | 16.37 | 16.37 | 1.00 | |
11/12/2024 | 16.42 | 16.42 | 16.42 | 16.42 | 1.00 | |
11/11/2024 | 16.62 | 16.62 | 16.62 | 16.62 | 1.00 | |
11/08/2024 | 16.44 | 16.44 | 16.44 | 16.44 | 1.00 | |
11/07/2024 | 16.42 | 16.42 | 16.42 | 16.42 | 1.00 | |
11/06/2024 | 16.50 | 16.50 | 16.50 | 16.50 | 1.00 | |
11/05/2024 | 15.69 | 15.69 | 15.69 | 15.69 | 1.00 | |
11/04/2024 | 15.46 | 15.46 | 15.46 | 15.46 | 1.00 | |
11/01/2024 | 15.45 | 15.45 | 15.45 | 15.45 | 1.00 | |
10/31/2024 | 15.46 | 15.46 | 15.46 | 15.46 | 1.00 | |
10/30/2024 | 15.71 | 15.71 | 15.71 | 15.71 | 1.00 | |
10/29/2024 | 15.61 | 15.61 | 15.61 | 15.61 | 1.00 | |
10/28/2024 | 15.70 | 15.70 | 15.70 | 15.70 | 1.00 | |
10/25/2024 | 15.49 | 15.49 | 15.49 | 15.49 | 1.00 | |
10/24/2024 | 15.63 | 15.63 | 15.63 | 15.63 | 1.00 | |
10/23/2024 | 15.53 | 15.53 | 15.53 | 15.53 | 1.00 | |
10/22/2024 | 15.59 | 15.59 | 15.59 | 15.59 | 1.00 | |
10/21/2024 | 15.67 | 15.67 | 15.67 | 15.67 | 1.00 | |
10/18/2024 | 15.90 | 15.90 | 15.90 | 15.90 | 1.00 | |
10/17/2024 | 15.91 | 15.91 | 15.91 | 15.91 | 1.00 | |
10/16/2024 | 15.86 | 15.86 | 15.86 | 15.86 | 1.00 | |
10/15/2024 | 15.66 | 15.66 | 15.66 | 15.66 | 1.00 | |
10/14/2024 | 15.68 | 15.68 | 15.68 | 15.68 | 1.00 | |
10/11/2024 | 15.59 | 15.59 | 15.59 | 15.59 | 1.00 | |
10/10/2024 | 15.35 | 15.35 | 15.35 | 15.35 | 1.00 | |
10/09/2024 | 15.42 | 15.42 | 15.42 | 15.42 | 1.00 | |
10/08/2024 | 15.35 | 15.35 | 15.35 | 15.35 | 1.00 | |
10/07/2024 | 15.39 | 15.39 | 15.39 | 15.39 | 1.00 | |
10/04/2024 | 15.51 | 15.51 | 15.51 | 15.51 | 1.00 | |
10/03/2024 | 15.32 | 15.32 | 15.32 | 15.32 | 1.00 | |
10/02/2024 | 15.39 | 15.39 | 15.39 | 15.39 | 1.00 | |
10/01/2024 | 15.44 | 15.44 | 15.44 | 15.44 | 1.00 | |
09/30/2024 | 15.58 | 15.58 | 15.58 | 15.58 | 1.00 | |
09/27/2024 | 15.56 | 15.56 | 15.56 | 15.56 | 1.00 | |
09/26/2024 | 15.51 | 15.51 | 15.51 | 15.51 | 1.00 | |
09/25/2024 | 15.34 | 15.34 | 15.34 | 15.34 | 1.00 | |
09/24/2024 | 15.51 | 15.51 | 15.51 | 15.51 | 1.00 | |
09/23/2024 | 15.46 | 15.46 | 15.46 | 15.46 | 1.00 | |
09/20/2024 | 15.40 | 15.40 | 15.40 | 15.40 | 1.00 | |
09/19/2024 | 15.55 | 15.55 | 15.55 | 15.55 | 1.00 | |
09/18/2024 | 15.27 | 15.27 | 15.27 | 15.27 | 1.00 | |
09/17/2024 | 15.23 | 15.23 | 15.23 | 15.23 | 1.00 | |
09/16/2024 | 15.10 | 15.10 | 15.10 | 15.10 | 1.00 | |
09/13/2024 | 15.00 | 15.00 | 15.00 | 15.00 | 1.00 | |
09/12/2024 | 14.69 | 14.69 | 14.69 | 14.69 | 1.00 | |
09/11/2024 | 14.57 | 14.57 | 14.57 | 14.57 | 1.00 | |
09/10/2024 | 14.54 | 14.54 | 14.54 | 14.54 | 1.00 | |
09/09/2024 | 14.61 | 14.61 | 14.61 | 14.61 | 1.00 | |
09/06/2024 | 14.58 | 14.58 | 14.58 | 14.58 | 1.00 | |
09/05/2024 | 14.82 | 14.82 | 14.82 | 14.82 | 1.00 | |
09/04/2024 | 14.93 | 14.93 | 14.93 | 14.93 | 1.00 | |
09/03/2024 | 14.97 | 14.97 | 14.97 | 14.97 | 1.00 |
About Optimum Small-mid Mutual Fund history
Optimum Small-mid 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 Optimum is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Optimum Small Mid 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 Optimum Small-mid stock prices may prove useful in developing a viable investing in Optimum Small-mid
Under normal circumstances, the fund will invest at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in securities of small- and mid-market capitalization companies . For purposes of this fund, small-market capitalization companies are those companies whose market capitalization is similar to the market capitalization of companies in the Russell 2000 Value Index, and mid-market capitalization companies are those companies whose market capitalization is similar to the market capitalization of companies in the Russell Midcap Value Index.
Optimum Small-mid Mutual Fund Technical Analysis
Optimum Small-mid 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.
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Optimum Small-mid Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Optimum Small-mid's price direction in advance. Along with the technical and fundamental analysis of Optimum Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Optimum 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 | 0.117 | |||
Jensen Alpha | 0.0024 | |||
Total Risk Alpha | (0.02) | |||
Sortino Ratio | 0.041 | |||
Treynor Ratio | 0.1205 |
Cycle Indicators | ||
Math Operators | ||
Math Transform | ||
Momentum Indicators | ||
Overlap Studies | ||
Pattern Recognition | ||
Price Transform | ||
Statistic Functions | ||
Volatility Indicators | ||
Volume Indicators |
Other Information on Investing in Optimum Mutual Fund
Optimum Small-mid 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 Small-mid security.
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