Oakhurst Short Duration Fund Manager Performance Evaluation
| OHSHX Fund | USD 9.00 0.01 0.11% |
The fund holds a Beta of 0.088, which implies not very significant fluctuations relative to the market. As returns on the market increase, Oakhurst Short's returns are expected to increase less than the market. However, during the bear market, the loss of holding Oakhurst Short is expected to be smaller as well.
Risk-Adjusted Performance
18 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Oakhurst Short Duration are ranked lower than 18 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical indicators, Oakhurst Short is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Oakhurst Short Relative Risk vs. Return Landscape
If you would invest 884.00 in Oakhurst Short Duration on September 13, 2024 and sell it today you would earn a total of 17.00 from holding Oakhurst Short Duration or generate 1.92% return on investment over 90 days. Oakhurst Short Duration is currently producing 0.0303% returns and takes up 0.1304% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Oakhurst, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Oakhurst Short Current Valuation
Overvalued
Today
Please note that Oakhurst Short's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Oakhurst Short Duration holds a recent Real Value of $8.27 per share. The prevailing price of the fund is $9.0. We determine the value of Oakhurst Short Duration 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 Oakhurst Short is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Oakhurst Mutual Fund. However, Oakhurst Short'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 9.0 | Real 8.27 | Hype 9.01 |
The intrinsic value of Oakhurst Short'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 Oakhurst Short'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 Oakhurst Short Duration helps investors to forecast how Oakhurst 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 Oakhurst Short more accurately as focusing exclusively on Oakhurst Short's fundamentals will not take into account other important factors: Oakhurst Short Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Oakhurst Short's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Oakhurst Short Duration, and traders can use it to determine the average amount a Oakhurst Short'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 = 0.2325
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | OHSHX |
Estimated Market Risk
| 0.13 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.23 actual daily | 18 82% of assets perform better |
Based on monthly moving average Oakhurst Short is performing at about 18% 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 Oakhurst Short by adding it to a well-diversified portfolio.
Oakhurst Short Fundamentals Growth
Oakhurst Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Oakhurst Short, and Oakhurst Short 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 Oakhurst Mutual Fund performance.
| Total Asset | 82.77 M | ||||
About Oakhurst Short Performance
Evaluating Oakhurst Short's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Oakhurst Short 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 Oakhurst Short 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 in a diversified portfolio of non-investment grade debt securities and floating rate senior secured loans issued by corporations, partnerships, and other business entities . It seeks to maintain an average duration of 3.5 years or less and there is no maximum duration on individual securities held by the fund.Things to note about Oakhurst Short Duration performance evaluation
Checking the ongoing alerts about Oakhurst Short for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Oakhurst Short Duration help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 94.82% of its assets in bonds |
- Analyzing Oakhurst Short'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 Oakhurst Short's stock is overvalued or undervalued compared to its peers.
- Examining Oakhurst Short'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 Oakhurst Short's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Oakhurst Short's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Oakhurst Short's mutual fund. These opinions can provide insight into Oakhurst Short's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Oakhurst Mutual Fund
Oakhurst Short 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 Short security.
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