Optimum Mutual Fund Buy Hold or Sell Recommendation

OAIEX -  USA Fund  

USD 11.23  0.16  1.45%

Assuming the 90 days horizon and your way above-average risk tolerance, our recommendation regarding Optimum International Equity is 'Hold'. Macroaxis provides Optimum International buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding OAIEX positions. The advice algorithm takes into account all of Optimum International's available fundamental, technical, and predictive indicators you will find on this site.
The advice is provided from Optimum International's buy-and-hold perspective. Please check Optimum International Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual funds such as Optimum and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards Optimum International Equity.

Execute Optimum International Buy or Sell Advice

The Optimum recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Optimum International Equity. Macroaxis does not own or have any residual interests in Optimum International Equity or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Optimum International's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Optimum InternationalBuy Optimum International


Not too volatileDetails

Hype Condition


Current Valuation

Fairly ValuedDetails

Odds of Distress

Below AverageDetails

Economic Sensitivity

Almost mirrors the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Optimum International Equity has a Risk Adjusted Performance of (0.13), Jensen Alpha of (0.07), Total Risk Alpha of (0.037712) and Treynor Ratio of (0.18)
Our trade recommendations tool can cross-verify current analyst consensus on Optimum International and to analyze the entity potential to grow in the current economic cycle. Use Optimum International price to earning, one year return, as well as the relationship between the One Year Return and last dividend paid to ensure your buy or sell decision on Optimum International is adequate.

Optimum International Trading Alerts and Improvement Suggestions

Optimum International generated a negative expected return over the last 90 days
The fund generated three year return of -2.0%
Optimum International maintains 99.19% of its assets in stocks

Optimum International Returns Distribution Density

The distribution of Optimum International's historical returns is an attempt to chart the future uncertainty of Optimum International's future price movements. The chart of the probability distribution of Optimum International stock daily returns describes the distribution of returns around its average expected value. We use Optimum International Equity price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Optimum International returns is essential to provide solid investment advice for Optimum International stock.
Mean Return-0.17Value At Risk-3.06
Potential Upside2.49Standard Deviation1.68
 Return Density 
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Optimum International historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Optimum International Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Optimum International or Delaware Funds by Macquarie sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Optimum International stock's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Optimum stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
Alpha over DOW
Beta against DOW0.97
Overall volatility
Information ratio -0.04

Optimum International Volatility Alert

Optimum International Equity exhibits very low volatility with skewness of 0.56 and kurtosis of 1.01. However, we advise investors to further study Optimum International Equity technical indicators to make sure all market info is available and is reliable. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Optimum International's mutual fund risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact Optimum International's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Optimum International Implied Volatility

Optimum International's implied volatility exposes the market's sentiment of Optimum International Equity stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Optimum International's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Optimum International stock will not fluctuate a lot when Optimum International's options are near their expiration.

Optimum International Fundamentals Vs Peers

Comparing Optimum International's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Optimum International's direct or indirect competition across all of the common fundamentals between Optimum International and the related equities. This way, we can detect undervalued stocks with similar characteristics as Optimum International or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Optimum International's fundamental indicators could also be used in its relative valuation, which is a method of valuing Optimum International by comparing valuation metrics with those of similar companies.
 Better Than Average     
 Worse Than Average Compare Optimum International to competition
FundamentalsOptimum InternationalPeer Average
Price to Earning13.49 X6.53 X
Price to Book1.46 X0.74 X
Price to Sales0.90 X0.61 X
One Year Return(6.35) %4.15 %
Three Year Return(1.60) %3.60 %
Five Year Return1.02 %3.24 %
Ten Year Return4.23 %1.79 %
Net Asset952.67 M4.11 B
Last Dividend Paid0.120.65
Cash Position Weight0.80 %10.61 %
Equity Positions Weight99.19 %63.90 %

About Optimum International Buy or Sell Advice

When is the right time to buy or sell Optimum International Equity? Buying financial instruments such as Optimum Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the stock market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Although Optimum International investors may find it confusing at the beginning, most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Optimum International 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 Momentum Thematic Idea Now

Momentum Theme
Large corporations operating in software, education, financial and car manufacturing industries. The Momentum theme has 37 constituents.
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 Momentum Theme or any other thematic opportunities.
View All  Next Launch Momentum
Please check Optimum International Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note that the Optimum International information on this page should be used as a complementary analysis to other Optimum International's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.

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Please note, there is a significant difference between Optimum International's value and its price as these two are different measures arrived at by different means. Investors typically determine Optimum International value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Optimum International'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.