Optimum Ten Year Return

OASGX
 Fund
  

USD 11.32  0.06  0.53%   

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 Ten Year Return Analysis

Optimum Small's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Ten Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Ten Year Return | All Equity Analysis

Current Optimum Small Ten Year Return

    
  11.08 %  
Most of Optimum Small's fundamental indicators, such as Ten 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 Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Compare to competition

Optimum Small Ten Year Return Component Assessment

Based on the latest financial disclosure, Optimum Small Cap has a Ten Year Return of 11.08%. This is 33.01% higher than that of the Category family and significantly higher than that of the Small Growth category. The ten year return for all United States funds is notably lower than that of the firm.

Did you try this?

Run Performance Analysis Now

   

Performance Analysis

Check effects of mean-variance optimization against your current asset allocation
All  Next Launch Module

Fund Asset Allocation for Optimum Small

The fund consists of 95.83% 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 Transaction History module to view history of all your transactions and understand their impact on performance.

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.
Bollinger Bands
Use Bollinger Bands indicator to analyze target price for a given investing horizon
Go
Watchlist Optimization
Optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm
Go
Focused Opportunities
Build portfolios using our predefined set of ideas and optimize them against your investing preferences
Go
Performance Analysis
Check effects of mean-variance optimization against your current asset allocation
Go
Insider Screener
Find insiders across different sectors to evaluate their impact on performance
Go
Price Exposure Probability
Analyze equity upside and downside potential for a given time horizon across multiple markets
Go
Portfolio Holdings
Check your current holdings and cash postion to detemine if your portfolio needs rebalancing
Go
Portfolio Center
All portfolio management and optimization tools to improve performance of your portfolios
Go
Watchlist Optimization
Optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm
Go
Portfolio Diagnostics
Use generated alerts and portfolio events aggregator to diagnose current holdings
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.