River Oak Discovery Fund Manager Performance Evaluation
| RIVSX Fund | USD 19.44 0.26 1.36% |
The fund holds a Beta of 1.42, which implies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, River Oak will likely underperform.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in River Oak Discovery are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, River Oak may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 28th of February 2023 | |
| Expense Ratio | 1.1600 |
River |
River Oak Relative Risk vs. Return Landscape
If you would invest 1,803 in River Oak Discovery on August 28, 2024 and sell it today you would earn a total of 141.00 from holding River Oak Discovery or generate 7.82% return on investment over 90 days. River Oak Discovery is currently producing 0.1256% returns and takes up 1.2718% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than River, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
River Oak Current Valuation
Fairly Valued
Today
Please note that River Oak's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. River Oak Discovery holds a recent Real Value of $19.14 per share. The prevailing price of the fund is $19.44. We determine the value of River Oak Discovery 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 River Oak is currently traded on the exchange, buyers and sellers on that exchange determine the market value of River Mutual Fund. However, River 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 19.44 | Real 19.14 | Hype 19.44 |
The intrinsic value of River 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 River 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 River Oak Discovery helps investors to forecast how River 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 River Oak more accurately as focusing exclusively on River Oak's fundamentals will not take into account other important factors: River Oak Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for River Oak's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as River Oak Discovery, and traders can use it to determine the average amount a River 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 = 0.0988
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | RIVSX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.27 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.13 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 7 93% of assets perform better |
Based on monthly moving average River Oak is performing at about 7% 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 River Oak by adding it to a well-diversified portfolio.
River Oak Fundamentals Growth
River Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of River Oak, and River 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 River Mutual Fund performance.
| Price To Earning | 19.76 X | ||||
| Price To Book | 1.50 X | ||||
| Price To Sales | 1.30 X | ||||
About River Oak Performance
Evaluating River Oak's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if River 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 River 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 U.S. companies with small market capitalization, or small cap companies. In selecting investments for the fund, the Adviser chooses stocks of companies which the advisor believes have above-average growth potential at attractive prices. The fund will generally hold between 30 and 40 common stocks.Things to note about River Oak Discovery performance evaluation
Checking the ongoing alerts about River Oak for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for River Oak Discovery 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 5.18% of its assets in cash |
- Analyzing River 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 River Oak's stock is overvalued or undervalued compared to its peers.
- Examining River 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 River Oak's management team can have a significant impact on its success or failure. Reviewing the track record and experience of River Oak's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of River Oak's mutual fund. These opinions can provide insight into River Oak's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in River Mutual Fund
River Oak financial ratios help investors to determine whether River 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 River with respect to the benefits of owning River Oak security.
| Transaction History View history of all your transactions and understand their impact on performance | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. |