Ocm Mutual Fund Manager Performance Evaluation
| OCMGX Fund | USD 13.40 0.42 3.04% |
The fund holds a Beta of 0.25, which implies not very significant fluctuations relative to the market. As returns on the market increase, Ocm Mutual's returns are expected to increase less than the market. However, during the bear market, the loss of holding Ocm Mutual is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Ocm Mutual Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Ocm Mutual is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 30th of March 2023 | |
| Expense Ratio | 2.4400 |
Ocm |
Ocm Mutual Relative Risk vs. Return Landscape
If you would invest 1,401 in Ocm Mutual Fund on August 29, 2024 and sell it today you would lose (61.00) from holding Ocm Mutual Fund or give up 4.35% of portfolio value over 90 days. Ocm Mutual Fund is currently producing negative expected returns and takes up 1.8978% volatility of returns over 90 trading days. Put another way, 16% of traded mutual funds are less volatile than Ocm, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Ocm Mutual Current Valuation
Fairly Valued
Today
Please note that Ocm Mutual's price fluctuation is not too volatile at this time. At this time, the fund appears to be fairly valued. Ocm Mutual Fund holds a recent Real Value of $13.15 per share. The prevailing price of the fund is $13.4. We determine the value of Ocm Mutual Fund 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 Ocm Mutual is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Ocm Mutual Fund. However, Ocm Mutual'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 13.4 | Real 13.15 | Hype 13.4 | Naive 14.12 |
The intrinsic value of Ocm Mutual'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 Ocm Mutual'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 Ocm Mutual Fund helps investors to forecast how Ocm 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 Ocm Mutual more accurately as focusing exclusively on Ocm Mutual's fundamentals will not take into account other important factors: Ocm Mutual Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Ocm Mutual's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Ocm Mutual Fund, and traders can use it to determine the average amount a Ocm Mutual'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 = -0.0279
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | OCMGX |
Estimated Market Risk
| 1.9 actual daily | 16 84% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Ocm Mutual is not performing at its full potential. However, 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 Ocm Mutual by adding Ocm Mutual to a well-diversified portfolio.
Ocm Mutual Fundamentals Growth
Ocm Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Ocm Mutual, and Ocm Mutual 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 Ocm Mutual Fund performance.
| Price To Earning | 26.85 X | |||
| Price To Book | 1.30 X | |||
| Price To Sales | 2.40 X | |||
| Total Asset | 11.65 M | |||
About Ocm Mutual Performance
Evaluating Ocm Mutual's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Ocm Mutual 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 Ocm Mutual 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 principally invests in equity securities of domestic and foreign companies of any size engaged in all sectors of the gold mining and precious metals industries. Ocm Gold is traded on NASDAQ Exchange in the United States.Things to note about Ocm Mutual Fund performance evaluation
Checking the ongoing alerts about Ocm Mutual for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Ocm Mutual Fund help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Ocm Mutual Fund generated a negative expected return over the last 90 days | |
| The fund generated0.0 ten year return of 0.0% | |
| Ocm Mutual Fund maintains about 6.23% of its assets in cash |
- Analyzing Ocm Mutual'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 Ocm Mutual's stock is overvalued or undervalued compared to its peers.
- Examining Ocm Mutual'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 Ocm Mutual's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Ocm Mutual's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Ocm Mutual's mutual fund. These opinions can provide insight into Ocm Mutual's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Ocm Mutual Fund
Ocm Mutual financial ratios help investors to determine whether Ocm 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 Ocm with respect to the benefits of owning Ocm Mutual security.
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