Optimum Five Year Return

OASGX
 Fund
  

USD 11.63  0.15  1.31%   

Optimum Small Cap fundamentals help investors to digest information that contributes to Optimum Small's financial success or failures. It also enables traders to predict the movement of Optimum Mutual Fund. The fundamental analysis module provides a way to measure Optimum Small'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 Optimum Small 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.
  

Optimum Five Year Return Analysis

Optimum Small's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Five Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Five Year Return | All Equity Analysis

Current Optimum Small Five Year Return

    
  7.93 %  
Most of Optimum Small's fundamental indicators, such as Five 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, Optimum Small Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Compare to competition

Optimum Small Five Year Return Component Assessment

According to the company disclosure, Optimum Small Cap has a Five Year Return of 7.93%. This is 63.52% lower than that of the Category family and significantly higher than that of the Small Growth category. The five year return for all United States funds is notably lower than that of the firm.

Did you try this?

Run Focused Opportunities Now

   

Focused Opportunities

Build portfolios using our predefined set of ideas and optimize them against your investing preferences
All  Next Launch Module

Fund Asset Allocation for Optimum Small

The fund consists of 96.65% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.
   Value   
       Instrument Type  

Optimum Fundamentals

About Optimum Small Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Optimum Small Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Optimum Small using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Optimum Small Cap 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 invests at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in securities of small- and mid-market capitalization companies . Optimum Small is traded on NASDAQ Exchange in the United States.

Optimum Small Investors Sentiment

The influence of Optimum Small's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Optimum. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock markets does not have a solid backing from leading economists and market statisticians.
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 Optimum Small 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, Optimum Small's short interest history, or implied volatility extrapolated from Optimum Small 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 Optimum Small Cap 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.

Build Optimal Portfolios

Align your risk with return expectations

Fix your portfolio
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 Optimum Small Piotroski F Score and Optimum Small Altman Z Score analysis. Note that the Optimum Small Cap information on this page should be used as a complementary analysis to other Optimum Small'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 Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.

Complementary Tools for Optimum Mutual Fund analysis

When running Optimum Small Cap price analysis, check to measure Optimum Small'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 Small is operating at the current time. Most of Optimum Small's value examination focuses on studying past and present price action to predict the probability of Optimum Small's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Optimum Small's price. Additionally, you may evaluate how the addition of Optimum Small to your portfolios can decrease your overall portfolio volatility.
Premium Stories
Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope
Go
Content Syndication
Quickly integrate customizable finance content to your own investment portal
Go
Headlines Timeline
Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity
Go
Equity Analysis
Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities
Go
Idea Optimizer
Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio
Go
Focused Opportunities
Build portfolios using our predefined set of ideas and optimize them against your investing preferences
Go
Technical Analysis
Check basic technical indicators and analysis based on most latest market data
Go
Theme Ratings
Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance
Go
Aroon Oscillator
Analyze current equity momentum using Aroon Oscillator and other momentum ratios
Go
Stock Screener
Find equities using custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook.
Go
Please note, there is a significant difference between Optimum Small's value and its price as these two are different measures arrived at by different means. Investors typically determine Optimum Small value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Optimum Small'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.