Oak Ridge Multi Fund Manager Performance Evaluation
| PORYX Fund | USD 19.77 0.04 0.20% |
The fund holds a Beta of 0.66, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Oak Ridge's returns are expected to increase less than the market. However, during the bear market, the loss of holding Oak Ridge is expected to be smaller as well.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Oak Ridge Multi has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
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| Expense Ratio Date | 28th of September 2025 | |
| Expense Ratio | 1.3300 |
Oak |
Oak Ridge Relative Risk vs. Return Landscape
If you would invest 2,125 in Oak Ridge Multi on September 28, 2025 and sell it today you would lose (148.00) from holding Oak Ridge Multi or give up 6.96% of portfolio value over 90 days. Oak Ridge Multi is currently producing negative expected returns and takes up 1.3068% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Oak, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Oak Ridge Current Valuation
Fairly Valued
Today
Please note that Oak Ridge's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Oak Ridge Multi holds a recent Real Value of $20.02 per share. The prevailing price of the fund is $19.77. We determine the value of Oak Ridge Multi 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 Oak Ridge is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Oak Mutual Fund. However, Oak Ridge'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 19.77 | Real 20.02 | Hype 19.76 | Naive 18.39 |
The intrinsic value of Oak Ridge'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 Oak Ridge'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 Oak Ridge Multi helps investors to forecast how Oak 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 Oak Ridge more accurately as focusing exclusively on Oak Ridge's fundamentals will not take into account other important factors: Oak Ridge Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Oak Ridge's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Oak Ridge Multi, and traders can use it to determine the average amount a Oak Ridge'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 = -0.0809
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PORYX |
Based on monthly moving average Oak Ridge 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 Oak Ridge by adding Oak Ridge to a well-diversified portfolio.
Oak Ridge Fundamentals Growth
Oak Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Oak Ridge, and Oak Ridge 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 Oak Mutual Fund performance.
| Price To Earning | 22.53 X | ||||
| Price To Book | 3.87 X | ||||
| Price To Sales | 2.13 X | ||||
| Total Asset | 8.69 M | ||||
About Oak Ridge Performance
Evaluating Oak Ridge's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Oak Ridge 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 Oak Ridge 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 is a fund of funds that seeks to achieve its investment objective by primarily investing in other mutual funds . It primarily invests in mutual funds managed by the funds advisor but may also invest in unaffiliated mutual funds or exchange-traded funds to gain exposure to asset classes not available through a fund managed by the Advisor. The fund is a multi-strategy fund that will invest directly or indirectly through underlying funds in equity securities and fixed income securities.Things to note about Oak Ridge Multi performance evaluation
Checking the ongoing alerts about Oak Ridge for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Oak Ridge Multi help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Oak Ridge Multi generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Bitcoin Proxy Metaplanet Gets Support from Worlds Largest Sovereign Wealth Fund - CoinGape | |
| The fund maintains about 5.7% of its assets in cash |
- Analyzing Oak Ridge'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 Oak Ridge's stock is overvalued or undervalued compared to its peers.
- Examining Oak Ridge'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 Oak Ridge's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Oak Ridge's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Oak Ridge's mutual fund. These opinions can provide insight into Oak Ridge's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Oak Mutual Fund
Oak Ridge financial ratios help investors to determine whether Oak 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 Oak with respect to the benefits of owning Oak Ridge security.
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