Optimum Fixed Competition

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Sophisticated investors, who have witnessed many market ups and downs, frequently view the market will even out over time. This tendency of Optimum Fixed'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. Please use the tools below to analyze the current value of Optimum Fixed in the context of predictive analytics.
Hype
Prediction
LowEstimated ValueHigh
7.748.188.62
Details
Intrinsic
Valuation
LowReal ValueHigh
7.369.009.44
Details
Naive
Forecast
LowNext ValueHigh
7.708.148.58
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
8.138.238.28
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Optimum Fixed. Your research has to be compared to or analyzed against Optimum Fixed's peers to derive any actionable benefits. When done correctly, Optimum Fixed's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy towards taking a position in Optimum Fixed Income.

Optimum Fixed Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Optimum Fixed and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Optimum and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Optimum Fixed Income does not affect the price movement of the other competitor.
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Optimum Fixed Competition Risk-Adjusted Indicators

Nowadays, there is a big difference between Optimum Mutual Fund performing well and Optimum Fixed Mutual Fund doing well compared to the competition. There are way too many exceptions to the normal that investors can tell for sure what's good or bad unless they analyze Optimum Fixed's multiple risk-adjusted performance indicators. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean
Deviation
Jensen
Alpha
Sortino
Ratio
Treynor
Ratio
Semi
Deviation
Information
Ratio
Expected
Shortfall
Potential
Upside
Value
At Risk
Maximum
Drawdown
TWTR 1.64  0.19  0.07  0.18  2.79  0.08 (1.56)  4.00 (2.55)  15.22 
MSFT 1.37 (0.02)  0.00 (0.09)  0.00 (0.0255)  0.00  2.78 (3.17)  12.18 
UBER 2.87  0.44  0.13  0.27  2.91  0.11 (3.12)  5.60 (4.70)  25.11 
F 2.22  0.23  0.05  0.05  3.06  0.06 (2.39)  5.18 (3.74)  18.47 
T 1.00 (0.36)  0.00 (0.62)  0.00 (0.23)  0.00  1.65 (2.33)  9.46 
A 1.61  0.15  0.07  0.05  1.88  0.06 (1.78)  2.87 (3.13)  11.70 
CRM 2.08 (0.10)  0.00 (0.14)  0.00 (0.06)  0.00  3.94 (4.55)  12.87 
JPM 1.31  0.00  0.00 (0.08)  0.00 (0.0114)  0.00  2.61 (2.88)  8.06 
MRK 0.93 (0.07)  0.00 (0.23)  0.00 (0.022)  0.00  1.64 (2.13)  4.57 
XOM 1.76  0.04  0.03 (0.01)  2.18  0.0307 (1.81)  3.19 (3.69)  9.95 

Optimum Fixed Competitive Analysis

The better you understand Optimum Fixed competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Optimum Fixed's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Optimum Fixed's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
OCFIX
HPQ
 0.37 
 8.18 
 0.0401 
 24.97 
Market Volatility
(90 Days Market Risk)
Market Performance
(90 Days Performance)
Odds of Financial Distress
(Probability Of Bankruptcy)
Current Valuation
(Equity Enterprise Value)
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Number of Shares Shorted
Shares Owned by Insiders
Current Ratio
Net Asset
Profit Margin
EBITDA
Operating Margin
Current Valuation
Cash Flow from Operations
Five Year Return
Retained Earnings
Current Asset
One Year Return
Beta
Price to Book
Cash Position Weight
Shares Outstanding
Three Year Return
Total Debt
Return On Equity
Bond Positions Weight
Price to Earning
Z Score
Shares Owned by Institutions
Return On Asset
Book Value Per Share
Minimum Initial Investment
Cash and Equivalents
Price to Earnings To Growth
Current Liabilities
Total Asset
Last Dividend Paid
Short Ratio
Price to Sales
Market Capitalization
Cash per Share
Net Income
Earnings Per Share
Debt to Equity
Revenue
Ten Year Return
Working Capital
Gross Profit
Day Typical Price
Accumulation Distribution
Daily Balance Of Power
Rate Of Daily Change
Day Median Price
Price Action Indicator
Coefficient Of Variation
Mean Deviation
Jensen Alpha
Total Risk Alpha
Sortino Ratio
Downside Variance
Standard Deviation
Kurtosis
Potential Upside
Treynor Ratio
Maximum Drawdown
Variance
Market Risk Adjusted Performance
Risk Adjusted Performance
Skewness
Semi Deviation
Information Ratio
Value At Risk
Expected Short fall
Downside Deviation
Semi Variance

Optimum Fixed Competition Performance Charts

Complement your Optimum Fixed position

In addition to having Optimum Fixed 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 Small Value Thematic Idea Now

Small Value
Small Value Theme
Funds or Etfs that invest in the undervalued stocks of small to mid-sized companies. The Small Value theme has 40 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 Small Value Theme or any other thematic opportunities.
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Please check Optimum Fixed Correlation with its peers. You can also try Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.

Complementary Tools for analysis

When running Optimum Fixed Income price analysis, check to measure Optimum Fixed'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 Optimum Fixed is operating at the current time. Most of Optimum Fixed's value examination focuses on studying past and present price action to predict the probability of Optimum Fixed's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Optimum Fixed's price. Additionally, you may evaluate how the addition of Optimum Fixed to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Optimum Fixed's value and its price as these two are different measures arrived at by different means. Investors typically determine Optimum Fixed value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Optimum Fixed'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.
OCFIX
 Fund
  

USD 8.18  0.03  0.37%   

Optimum Fixed Income competes with Hp; as well as few others. The fund is listed under Intermediate Core-Plus Bond category and is part of Delaware Funds by Macquarie family. Analyzing Optimum Fixed competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Optimum Fixed to its intrinsic valuation because they are able to contrast its competitors on a relative basis.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Optimum Fixed competition on your existing holdings. Please check Optimum Fixed Correlation with its peers.