ORSIX Mutual Fund Manager Performance Evaluation

ORSIX
 Fund
  

USD 11.14  0.30  2.62%   

The entity holds a Beta of 1.1841, which implies a somewhat significant risk relative to the market. Let's try to break down what ORSIX's beta means in this case. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, OAK RIDGE will likely underperform. Although it is important to respect OAK RIDGE DYNAMIC current trending patterns, it is better to be realistic regarding the information on the equity's existing price patterns. The way of forecasting future performance of any fund is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By evaluating OAK RIDGE DYNAMIC technical indicators, you can today evaluate if the expected return of 0.11% will be sustainable into the future.
  
ORSIX Performance
4 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in OAK RIDGE DYNAMIC are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, OAK RIDGE may actually be approaching a critical reversion point that can send shares even higher in January 2023.
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ORSIX Price Channel

Fifty Two Week Low9.59
Fifty Two Week High19.38
Annual Report Expense Ratio1.15%

OAK RIDGE Relative Risk vs. Return Landscape

If you would invest  1,047  in OAK RIDGE DYNAMIC on September 6, 2022 and sell it today you would earn a total of  67.00  from holding OAK RIDGE DYNAMIC or generate 6.4% return on investment over 90 days. OAK RIDGE DYNAMIC is currently producing 0.1141% returns and takes up 1.8689% volatility of returns over 90 trading days. Put another way, 16% of traded mutual funds are less volatile than ORSIX, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Daily Expected Return (%)  
       Risk (%)  
Assuming the 90 days horizon OAK RIDGE is expected to generate 1.23 times more return on investment than the market. However, the company is 1.23 times more volatile than its market benchmark. It trades about 0.06 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.07 per unit of risk.

OAK RIDGE Current Valuation

Fairly Valued
Today 11.14
Please note that OAK RIDGE's price fluctuation is not too volatile at this time.
OAK RIDGE DYNAMIC holds a recent Real Value of $10.99 per share. The prevailing price of the fund is $11.14. At this time, the entity appears to be fairly valued. We determine the value of OAK RIDGE DYNAMIC from evaluating 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, in the future, mutual fund prices and their ongoing real values will merge together.
Our valuation method for OAK RIDGE DYNAMIC is useful when determining the fair value of the ORSIX mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of OAK RIDGE. Since OAK RIDGE is currently traded on the exchange, buyers and sellers on that exchange determine the market value of ORSIX Mutual Fund. However, OAK RIDGE'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.
10.99
Real Value
12.86
Upside
Estimating the potential upside or downside of OAK RIDGE DYNAMIC helps investors to forecast how ORSIX 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 OAK RIDGE more accurately as focusing exclusively on OAK RIDGE's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
10.5811.0611.54
Details
Hype
Prediction
LowEstimated ValueHigh
9.2811.1513.02
Details
Potential
Annual Dividend
LowIncome Per ShareHigh
0.10.10.1
Details

OAK RIDGE Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for OAK RIDGE's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as OAK RIDGE DYNAMIC, and traders can use it to determine the average amount a OAK RIDGE's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.061

Best
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ORSIXHigh
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Estimated Market Risk
 1.87
  actual daily
 
 16 %
of total potential
 
1616
Expected Return
 0.11
  actual daily
 
 2 %
of total potential
 
22
Risk-Adjusted Return
 0.06
  actual daily
 
 4 %
of total potential
 
44
Based on monthly moving average OAK RIDGE is performing at about 4% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of OAK RIDGE by adding it to a well-diversified portfolio.

About OAK RIDGE Performance

To evaluate OAK RIDGE DYNAMIC Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when OAK RIDGE generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare ORSIX Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand OAK RIDGE DYNAMIC market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents ORSIX's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
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.

Things to note about OAK RIDGE DYNAMIC

Checking the ongoing alerts about OAK RIDGE for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for OAK RIDGE DYNAMIC help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

OAK RIDGE Alerts

Equity Alerts and Improvement Suggestions

Latest headline from news.google.com: Defense Secretary Warns on FY2023 Budget Delays - MeriTalk
The fund maintains 98.38% of its assets in stocks
Please check Your Equity Center. You can also try Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.

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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.