Red Oak Technology Fund Manager Performance Evaluation
| ROGSX Fund | USD 56.92 0.72 1.28% |
The fund holds a Beta of 0.99, which implies possible diversification benefits within a given portfolio. Red Oak returns are very sensitive to returns on the market. As the market goes up or down, Red Oak is expected to follow.
Risk-Adjusted Performance
Soft
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Red Oak Technology are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Red 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 2025 | |
| Expense Ratio | 0.9200 |
Red |
Red Oak Relative Risk vs. Return Landscape
If you would invest 5,562 in Red Oak Technology on October 30, 2025 and sell it today you would earn a total of 130.00 from holding Red Oak Technology or generate 2.34% return on investment over 90 days. Red Oak Technology is currently producing 0.0453% returns and takes up 1.1732% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Red, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Red Oak Current Valuation
Fairly Valued
Today
Please note that Red Oak's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Red Oak Technology holds a recent Real Value of $56.28 per share. The prevailing price of the fund is $56.92. We determine the value of Red Oak Technology 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 Red Oak is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Red Mutual Fund. However, Red 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 56.92 | Real 56.28 | Hype 56.92 | Naive 56.56 |
The intrinsic value of Red 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 Red 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 Red Oak Technology helps investors to forecast how Red 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 Red Oak more accurately as focusing exclusively on Red Oak's fundamentals will not take into account other important factors: Red Oak Target Price Odds to finish over Current Price
The tendency of Red 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 |
| 56.92 | 90 days | 56.92 | nearly 4.66 |
Based on a normal probability distribution, the odds of Red Oak to move above the current price in 90 days from now is nearly 4.66 (This Red Oak Technology probability density function shows the probability of Red Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Red Oak has a beta of 0.99 indicating Red Oak Technology market returns are sensitive to returns on the market. As the market goes up or down, Red Oak is expected to follow. Additionally Red Oak Technology has an alpha of 0.0057, implying that it can generate a 0.00566 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Red Oak Price Density |
| Price |
Predictive Modules for Red Oak
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Red Oak Technology. 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 Red Oak'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.
Red Oak Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Red Oak is not an exception. The market had few large corrections towards the Red Oak'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 Red Oak Technology, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Red Oak within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.01 | |
β | Beta against Dow Jones | 0.99 | |
σ | Overall volatility | 1.15 | |
Ir | Information ratio | 0 |
Red Oak 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 Red Oak for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Red Oak Technology can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.Red Oak Fundamentals Growth
Red Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Red Oak, and Red 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 Red Mutual Fund performance.
| Price To Earning | 19.70 X | ||||
| Price To Book | 3.30 X | ||||
| Price To Sales | 1.30 X | ||||
| Total Asset | 741.16 M | ||||
About Red Oak Performance
Evaluating Red Oak's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Red 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 Red 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 will invest at least 80 percent of its net assets, under normal circumstances, in equity securities of companies operating in the technology sector, as determined by the Adviser. 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 that meet the investment criteria of the fund.Things to note about Red Oak Technology performance evaluation
Checking the ongoing alerts about Red Oak for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Red Oak Technology help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Red Oak's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Red Oak's mutual fund performance include:- Analyzing Red 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 Red Oak's stock is overvalued or undervalued compared to its peers.
- Examining Red 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 Red Oak's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Red Oak's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Red Oak's mutual fund. These opinions can provide insight into Red Oak's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Red Mutual Fund
Red Oak financial ratios help investors to determine whether Red 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 Red with respect to the benefits of owning Red Oak security.
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