Rock Oak E Fund Manager Performance Evaluation
| RCKSX Fund | USD 20.10 0.03 0.15% |
The fund holds a Beta of 0.58, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Rock Oak's returns are expected to increase less than the market. However, during the bear market, the loss of holding Rock Oak is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Rock Oak E has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Rock Oak 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 | 28th of February 2023 | |
| Expense Ratio | 1.2500 |
Rock |
Rock Oak Relative Risk vs. Return Landscape
If you would invest 2,029 in Rock Oak E on November 18, 2024 and sell it today you would lose (19.00) from holding Rock Oak E or give up 0.94% of portfolio value over 90 days. Rock Oak E is currently producing negative expected returns and takes up 0.7773% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Rock, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Rock Oak Current Valuation
Fairly Valued
Today
Please note that Rock Oak's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Rock Oak E holds a recent Real Value of $20.11 per share. The prevailing price of the fund is $20.1. We determine the value of Rock Oak E 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 Rock Oak is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Rock Mutual Fund. However, Rock Oak'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 20.1 | Real 20.11 | Hype 20.1 | Naive 19.97 |
The intrinsic value of Rock Oak'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 Rock Oak'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 Rock Oak E helps investors to forecast how Rock 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 Rock Oak more accurately as focusing exclusively on Rock Oak's fundamentals will not take into account other important factors: Rock Oak Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Rock Oak's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Rock Oak E, and traders can use it to determine the average amount a Rock Oak'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 = -0.016
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | RCKSX |
Estimated Market Risk
| 0.78 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Rock Oak 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 Rock Oak by adding Rock Oak to a well-diversified portfolio.
Rock Oak Fundamentals Growth
Rock Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Rock Oak, and Rock Oak 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 Rock Mutual Fund performance.
| Price To Earning | 20.62 X | ||||
| Price To Book | 2.66 X | ||||
| Price To Sales | 2.18 X | ||||
About Rock Oak Performance
Evaluating Rock Oak's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Rock Oak 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 Rock Oak 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 invests primarily in common stocks of mid capitalization companies, though the fund may also hold positions in large market capitalization companies. It invests primarily in common stocks of U.S. companies, but may, to a lesser extent, invest in equity REITs, common stocks of foreign companies and American Depositary Receipts .Things to note about Rock Oak E performance evaluation
Checking the ongoing alerts about Rock Oak for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Rock Oak E help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Rock Oak E generated a negative expected return over the last 90 days | |
| The fund maintains about 6.66% of its assets in cash |
- Analyzing Rock Oak'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 Rock Oak's stock is overvalued or undervalued compared to its peers.
- Examining Rock Oak'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 Rock Oak's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Rock Oak's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Rock Oak's mutual fund. These opinions can provide insight into Rock Oak's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Rock Mutual Fund
Rock Oak financial ratios help investors to determine whether Rock 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 Rock with respect to the benefits of owning Rock Oak security.
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