ORSIX One Year Return

ORSIX
 Fund
  

USD 10.92  0.06  0.55%   

OAK RIDGE DYNAMIC fundamentals help investors to digest information that contributes to OAK RIDGE's financial success or failures. It also enables traders to predict the movement of ORSIX Mutual Fund. The fundamental analysis module provides a way to measure OAK RIDGE's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to OAK RIDGE mutual fund.
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  

ORSIX One Year Return Analysis

OAK RIDGE's 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.
One Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About One Year Return | All Equity Analysis

Current OAK RIDGE One Year Return

    
  (0.44) %  
Most of OAK RIDGE's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, OAK RIDGE DYNAMIC is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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.
Compare to competition

OAK RIDGE One Year Return Component Assessment

Based on the recorded statements, OAK RIDGE DYNAMIC has an One Year Return of -0.44%. This is much lower than that of the North Square family and significantly lower than that of the Small Blend category. The one year return for all United States funds is notably higher than that of the company.

ORSIX One Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses OAK RIDGE's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of OAK RIDGE could also be used in its relative valuation, which is a method of valuing OAK RIDGE by comparing valuation metrics of similar companies.
OAK RIDGE is currently under evaluation in one year return among similar funds.

Fund Asset Allocation for OAK RIDGE

The fund consists of 98.38% investments in stocks, with the rest of investments allocated between different money market instruments.
   Value   
       Instrument Type  

ORSIX Fundamentals

About OAK RIDGE Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze OAK RIDGE DYNAMIC's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of OAK RIDGE using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of OAK RIDGE DYNAMIC based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities of small capitalization U.S. companies. North Square is traded on NASDAQ Exchange in the United States.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards OAK RIDGE in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, OAK RIDGE's short interest history, or implied volatility extrapolated from OAK RIDGE options trading.

Becoming a Better Investor with Macroaxis

Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as OAK RIDGE DYNAMIC using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.

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By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations
Please check OAK RIDGE Piotroski F Score and OAK RIDGE Altman Z Score analysis. You can also try Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.

Complementary Tools for analysis

When running OAK RIDGE DYNAMIC price analysis, check to measure OAK RIDGE's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy OAK RIDGE is operating at the current time. Most of OAK RIDGE's value examination focuses on studying past and present price action to predict the probability of OAK RIDGE's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move OAK RIDGE's price. Additionally, you may evaluate how the addition of OAK RIDGE to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between OAK RIDGE's value and its price as these two are different measures arrived at by different means. Investors typically determine OAK RIDGE value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, OAK RIDGE's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.