Optimum Large Cap Fund Manager Performance Evaluation
| OCLVX Fund | USD 20.57 0.13 0.64% |
The fund holds a Beta of 0.0105, which implies not very significant fluctuations relative to the market. As returns on the market increase, Optimum Large's returns are expected to increase less than the market. However, during the bear market, the loss of holding Optimum Large is expected to be smaller as well.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Optimum Large Cap are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Optimum Large is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.9100 |
Optimum |
Optimum Large Relative Risk vs. Return Landscape
If you would invest 1,964 in Optimum Large Cap on August 28, 2024 and sell it today you would earn a total of 93.00 from holding Optimum Large Cap or generate 4.74% return on investment over 90 days. Optimum Large Cap is currently producing 0.0756% returns and takes up 0.6609% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Optimum, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Optimum Large Current Valuation
Undervalued
Today
Please note that Optimum Large's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Optimum Large Cap holds a recent Real Value of $22.24 per share. The prevailing price of the fund is $20.57. We determine the value of Optimum Large Cap 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 Optimum Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Optimum Mutual Fund. However, Optimum Large'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 20.57 | Real 22.24 | Hype 20.57 |
The intrinsic value of Optimum Large'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 Optimum Large'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 Optimum Large Cap helps investors to forecast how Optimum 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 Optimum Large more accurately as focusing exclusively on Optimum Large's fundamentals will not take into account other important factors: Optimum Large Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Optimum Large's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Optimum Large Cap, and traders can use it to determine the average amount a Optimum Large's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1144
| Best Portfolio | Best Equity | |||
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| Cash | OCLVX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.66 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 9 91% of assets perform better |
Based on monthly moving average Optimum Large is performing at about 9% 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 Large by adding it to a well-diversified portfolio.
Optimum Large Fundamentals Growth
Optimum Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Optimum Large, and Optimum Large 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 Optimum Mutual Fund performance.
| Price To Earning | 15.94 X | ||||
| Price To Book | 2.59 X | ||||
| Price To Sales | 1.56 X | ||||
| Total Asset | 1.85 B | ||||
About Optimum Large Performance
Evaluating Optimum Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Optimum Large 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 Optimum Large 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.
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 large market capitalization companies . For purposes of this fund, large market capitalization companies are those companies whose market capitalization is similar to the market capitalization of companies in the Russell 1000 Value Index.Things to note about Optimum Large Cap performance evaluation
Checking the ongoing alerts about Optimum Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Optimum Large Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Optimum Large's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Optimum Large's mutual fund performance include:- Analyzing Optimum Large'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 Optimum Large's stock is overvalued or undervalued compared to its peers.
- Examining Optimum Large'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 Optimum Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Optimum Large's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Optimum Large's mutual fund. These opinions can provide insight into Optimum Large's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Optimum Mutual Fund
Optimum Large 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 Large security.
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets |