Optimum Small Mid Cap Fund Manager Performance Evaluation
| OCSVX Fund | USD 11.14 0.03 0.27% |
The fund holds a Beta of -0.36, which implies possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning Optimum Small-mid are expected to decrease at a much lower rate. During the bear market, Optimum Small-mid is likely to outperform the market.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Optimum Small Mid Cap are ranked lower than 17 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Optimum Small-mid showed solid returns over the last few months and may actually be approaching a breakup point.
...moreOptimum |
Optimum Small-mid Relative Risk vs. Return Landscape
If you would invest 893.00 in Optimum Small Mid Cap on November 19, 2025 and sell it today you would earn a total of 221.00 from holding Optimum Small Mid Cap or generate 24.75% return on investment over 90 days. Optimum Small Mid Cap is currently producing 0.3767% returns and takes up 1.705% volatility of returns over 90 trading days. Put another way, 15% of traded mutual funds are less volatile than Optimum, and 93% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Optimum Small-mid Current Valuation
Undervalued
Today
Please note that Optimum Small-mid's price fluctuation is not too volatile at this time. At this time, the fund appears to be undervalued. Optimum Small Mid holds a recent Real Value of $11.82 per share. The prevailing price of the fund is $11.14. We determine the value of Optimum Small Mid 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 Small-mid is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Optimum Mutual Fund. However, Optimum Small-mid'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 11.14 | Real 11.82 | Hype 11.14 |
The intrinsic value of Optimum Small-mid'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 Small-mid'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 Small Mid 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 Small-mid more accurately as focusing exclusively on Optimum Small-mid's fundamentals will not take into account other important factors: Optimum Small-mid Target Price Odds to finish over Current Price
The tendency of Optimum Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 11.14 | 90 days | 11.14 | about 12.52 |
Based on a normal probability distribution, the odds of Optimum Small-mid to move above the current price in 90 days from now is about 12.52 (This Optimum Small Mid Cap probability density function shows the probability of Optimum Mutual Fund to fall within a particular range of prices over 90 days) .
Optimum Small-mid Price Density |
| Price |
Predictive Modules for Optimum Small-mid
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Optimum Small Mid. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Optimum Small-mid'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.
Optimum Small-mid Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Optimum Small-mid is not an exception. The market had few large corrections towards the Optimum Small-mid's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Optimum Small Mid Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Optimum Small-mid within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.38 | |
β | Beta against Dow Jones | -0.36 | |
σ | Overall volatility | 0.67 | |
Ir | Information ratio | 0.19 |
Optimum Small-mid Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Optimum Small-mid for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Optimum Small Mid can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.Optimum Small-mid Fundamentals Growth
Optimum Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Optimum Small-mid, and Optimum Small-mid 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 | 15.26 X | ||||
| Price To Book | 1.69 X | ||||
| Price To Sales | 0.93 X | ||||
| Total Asset | 690.76 M | ||||
About Optimum Small-mid Performance
Evaluating Optimum Small-mid's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Optimum Small-mid 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 Small-mid 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 small- and mid-market capitalization companies . Optimum Small is traded on NASDAQ Exchange in the United States.Things to note about Optimum Small Mid performance evaluation
Checking the ongoing alerts about Optimum Small-mid for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Optimum Small Mid help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Optimum Small-mid's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Optimum Small-mid's mutual fund performance include:- Analyzing Optimum Small-mid'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 Small-mid's stock is overvalued or undervalued compared to its peers.
- Examining Optimum Small-mid'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 Small-mid's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Optimum Small-mid's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Optimum Small-mid's mutual fund. These opinions can provide insight into Optimum Small-mid's potential for growth and whether the stock is currently undervalued or overvalued.
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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