ORSIX Three Year Return

ORSIX
 Fund
  

USD 11.00  0.08  0.73%   

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 Three Year Return Analysis

OAK RIDGE's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Three Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Three Year Return | All Equity Analysis

Current OAK RIDGE Three Year Return

    
  4.70 %  
Most of OAK RIDGE's fundamental indicators, such as Three 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 Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Compare to competition

OAK RIDGE Three Year Return Component Assessment

Based on the latest financial disclosure, OAK RIDGE DYNAMIC has a Three Year Return of 4.7%. This is much higher than that of the North Square family and significantly higher than that of the Small Blend category. The three year return for all United States funds is notably lower than that of the firm.

ORSIX Three 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 Three 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 three 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.

Be your own money manager

Our tools can tell you how much better you can do entering a position in OAK RIDGE without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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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 Portfolio Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.

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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.