Oak Ridge Small Fund Technical Analysis
| ORIYX Fund | USD 12.55 0.10 0.80% |
As of the 2nd of March, Oak Ridge holds the Coefficient Of Variation of 603.98, semi deviation of 0.7669, and Risk Adjusted Performance of 0.1291. Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Oak Ridge, as well as the relationship between them.
Oak Ridge Momentum Analysis
Momentum indicators are widely used technical indicators which help to measure the pace at which the price of specific equity, such as Oak, fluctuates. Many momentum indicators also complement each other and can be helpful when the market is rising or falling as compared to OakOak |
Oak Ridge 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Oak Ridge's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Oak Ridge.
| 12/02/2025 |
| 03/02/2026 |
If you would invest 0.00 in Oak Ridge on December 2, 2025 and sell it all today you would earn a total of 0.00 from holding Oak Ridge Small or generate 0.0% return on investment in Oak Ridge over 90 days. Oak Ridge is related to or competes with North Square, Advisory Research, Api Efficient, Oak Ridge, North Square, North Square, and Oak Ridge. The fund is considered a fund of funds that invests primarily in affiliated mutual funds managed by the Adviser and its ... More
Oak Ridge Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Oak Ridge's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Oak Ridge Small upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.03 | |||
| Information Ratio | 0.0859 | |||
| Maximum Drawdown | 5.31 | |||
| Value At Risk | (1.72) | |||
| Potential Upside | 1.82 |
Oak Ridge Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Oak Ridge's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Oak Ridge's standard deviation. In reality, there are many statistical measures that can use Oak Ridge historical prices to predict the future Oak Ridge's volatility.| Risk Adjusted Performance | 0.1291 | |||
| Jensen Alpha | 0.1615 | |||
| Total Risk Alpha | 0.0639 | |||
| Sortino Ratio | 0.0848 | |||
| Treynor Ratio | (3.44) |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Oak Ridge'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.
Oak Ridge March 2, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1291 | |||
| Market Risk Adjusted Performance | (3.43) | |||
| Mean Deviation | 0.7719 | |||
| Semi Deviation | 0.7669 | |||
| Downside Deviation | 1.03 | |||
| Coefficient Of Variation | 603.98 | |||
| Standard Deviation | 1.02 | |||
| Variance | 1.03 | |||
| Information Ratio | 0.0859 | |||
| Jensen Alpha | 0.1615 | |||
| Total Risk Alpha | 0.0639 | |||
| Sortino Ratio | 0.0848 | |||
| Treynor Ratio | (3.44) | |||
| Maximum Drawdown | 5.31 | |||
| Value At Risk | (1.72) | |||
| Potential Upside | 1.82 | |||
| Downside Variance | 1.06 | |||
| Semi Variance | 0.5881 | |||
| Expected Short fall | (0.87) | |||
| Skewness | 0.2405 | |||
| Kurtosis | 0.6576 |
Oak Ridge Small Backtested Returns
At this stage we consider Oak Mutual Fund to be very steady. Oak Ridge Small maintains Sharpe Ratio (i.e., Efficiency) of 0.14, which implies the entity had a 0.14 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Oak Ridge Small, which you can use to evaluate the volatility of the fund. Please check Oak Ridge's Coefficient Of Variation of 603.98, risk adjusted performance of 0.1291, and Semi Deviation of 0.7669 to confirm if the risk estimate we provide is consistent with the expected return of 0.14%. The fund holds a Beta of -0.046, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Oak Ridge are expected to decrease at a much lower rate. During the bear market, Oak Ridge is likely to outperform the market.
Auto-correlation | -0.1 |
Very weak reverse predictability
Oak Ridge Small has very weak reverse predictability. Overlapping area represents the amount of predictability between Oak Ridge time series from 2nd of December 2025 to 16th of January 2026 and 16th of January 2026 to 2nd of March 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Oak Ridge Small price movement. The serial correlation of -0.1 indicates that less than 10.0% of current Oak Ridge price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.1 | |
| Spearman Rank Test | 0.05 | |
| Residual Average | 0.0 | |
| Price Variance | 0.01 |
Oak Ridge technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Oak Ridge Small Technical Analysis
The output start index for this execution was two with a total number of output elements of fifty-nine. The Normalized Average True Range is used to analyze tradable apportunities for Oak Ridge Small across different markets.
About Oak Ridge Technical Analysis
The technical analysis module can be used to analyzes prices, returns, volume, basic money flow, and other market information and help investors to determine the real value of Oak Ridge Small on a daily or weekly bases. We use both bottom-up as well as top-down valuation methodologies to arrive at the intrinsic value of Oak Ridge Small based on its technical analysis. In general, a bottom-up approach, as applied to this mutual fund, focuses on Oak Ridge Small price pattern first instead of the macroeconomic environment surrounding Oak Ridge Small. By analyzing Oak Ridge's financials, daily price indicators, and related drivers such as dividends, momentum ratios, and various types of growth rates, we attempt to find the most accurate representation of Oak Ridge's intrinsic value. As compared to a bottom-up approach, our top-down model examines the macroeconomic factors that affect the industry/economy before zooming in to Oak Ridge specific price patterns or momentum indicators. Please read more on our technical analysis page.
Oak Ridge March 2, 2026 Technical Indicators
Most technical analysis of Oak help investors determine whether a current trend will continue and, if not, when it will shift. We provide a combination of tools to recognize potential entry and exit points for Oak from various momentum indicators to cycle indicators. When you analyze Oak charts, please remember that the event formation may indicate an entry point for a short seller, and look at different other indicators across different periods to confirm that a breakdown or reversion is likely to occur.
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1291 | |||
| Market Risk Adjusted Performance | (3.43) | |||
| Mean Deviation | 0.7719 | |||
| Semi Deviation | 0.7669 | |||
| Downside Deviation | 1.03 | |||
| Coefficient Of Variation | 603.98 | |||
| Standard Deviation | 1.02 | |||
| Variance | 1.03 | |||
| Information Ratio | 0.0859 | |||
| Jensen Alpha | 0.1615 | |||
| Total Risk Alpha | 0.0639 | |||
| Sortino Ratio | 0.0848 | |||
| Treynor Ratio | (3.44) | |||
| Maximum Drawdown | 5.31 | |||
| Value At Risk | (1.72) | |||
| Potential Upside | 1.82 | |||
| Downside Variance | 1.06 | |||
| Semi Variance | 0.5881 | |||
| Expected Short fall | (0.87) | |||
| Skewness | 0.2405 | |||
| Kurtosis | 0.6576 |
Oak Ridge March 2, 2026 Daily Trend Indicators
Traders often use several different daily volumes and price technical indicators to supplement a more traditional technical analysis when analyzing securities such as Oak stock. With literally thousands of different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 0.00 | ||
| Daily Balance Of Power | Huge | ||
| Rate Of Daily Change | 1.01 | ||
| Day Median Price | 12.55 | ||
| Day Typical Price | 12.55 | ||
| Price Action Indicator | 0.05 |
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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