Optimum Small-mid One Year Return vs. Ten Year Return
| OCSGX Fund | USD 7.43 0.01 0.13% |
For Optimum Small-mid profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Optimum Small-mid to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Optimum Small Mid Cap utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Optimum Small-mid's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Optimum Small Mid Cap over time as well as its relative position and ranking within its peers.
Optimum |
Optimum Small Mid Ten Year Return vs. One Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Optimum Small-mid's current stock value. Our valuation model uses many indicators to compare Optimum Small-mid value to that of its competitors to determine the firm's financial worth. Optimum Small Mid Cap is number one fund in one year return among similar funds. It also is number one fund in ten year return among similar funds reporting about 0.41 of Ten Year Return per One Year Return. The ratio of One Year Return to Ten Year Return for Optimum Small Mid Cap is roughly 2.47 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Optimum Small-mid's earnings, one of the primary drivers of an investment's value.Optimum Ten Year Return vs. One Year Return
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Optimum Small-mid |
| = | 25.40 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Optimum Small-mid |
| = | 10.30 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Optimum Ten Year Return Comparison
Optimum Small is currently under evaluation in ten year return among similar funds.
Optimum Small-mid Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Optimum Small-mid, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Optimum Small-mid will eventually generate negative long term returns. The profitability progress is the general direction of Optimum Small-mid's change in net profit over the period of time. It can combine multiple indicators of Optimum Small-mid, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in securities of small- and mid-market capitalization companies . For purposes of this fund, small-market capitalization companies are those companies whose market capitalization is similar to the market capitalization of companies in the Russell 2000 Growth Index, and mid-market capitalization companies are those companies whose market capitalization is similar to the market capitalization of companies in the Russell Midcap Growth Index.
Optimum Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Optimum Small-mid. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Optimum Small-mid position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Optimum Small-mid's important profitability drivers and their relationship over time.
Use Optimum Small-mid in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Optimum Small-mid position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Optimum Small-mid will appreciate offsetting losses from the drop in the long position's value.Optimum Small-mid Pair Trading
Optimum Small Mid Cap Pair Trading Analysis
The ability to find closely correlated positions to Optimum Small-mid could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Optimum Small-mid when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Optimum Small-mid - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Optimum Small Mid Cap to buy it.
The correlation of Optimum Small-mid is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Optimum Small-mid moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Optimum Small Mid moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Optimum Small-mid can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Optimum Small-mid position
In addition to having Optimum Small-mid in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Adviser Favorites Thematic Idea Now
Adviser Favorites
Financial advisors frequently recommend that individuals diversify their investment portfolios with a mix of different types of stocks. These can include blue-chip stocks, growth stocks, and dividend stocks. The Adviser Favorites theme has 17 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Adviser Favorites Theme or any other thematic opportunities.
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Other Information on Investing in Optimum Mutual Fund
To fully project Optimum Small-mid's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Optimum Small Mid at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Optimum Small-mid's income statement, its balance sheet, and the statement of cash flows.
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