Oakhurst Fixed Competition

OHFIX Fund

USD 8.66 0.04 0.46%

Oakhurst Fixed Income competes with Oakhurst Strategic, Oakhurst Short, Oakhurst Short, and New Economy; as well as few others. The fund is listed under Intermediate Core-Plus Bond category and is part of Oakhurst family. Analyzing Oakhurst 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 Oakhurst Fixed to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Oakhurst Fixed Correlation with its peers.

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 Oakhurst Fixed competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
8.36	8.66	8.96

Details

Intrinsic

Valuation

Low	Real	High
8.31	8.61	8.91

Details

Oakhurst Fixed Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Oakhurst 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 Oakhurst 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 Oakhurst Fixed Income does not affect the price movement of the other competitor.

	OASDX	OHFIX	OHSHX	OHSDX	RNGBX	USTCX	VFINX	LPRNX	RQECX	VTSAX
OASDX		-0.45	0.9	-0.13	0.48	0.95	1.0	0.35	0.88	0.95	OASDX
OHFIX	-0.45		-0.55	0.84	-0.11	-0.41	-0.43	0.51	-0.62	-0.41	OHFIX
OHSHX	0.9	-0.55		-0.26	0.59	0.9	0.9	0.3	0.88	0.92	OHSHX
OHSDX	-0.13	0.84	-0.26		-0.05	-0.12	-0.11	0.57	-0.32	-0.12	OHSDX
RNGBX	0.48	-0.11	0.59	-0.05		0.57	0.49	0.63	0.44	0.63	RNGBX
USTCX	0.95	-0.41	0.9	-0.12	0.57		0.94	0.45	0.83	0.98	USTCX
VFINX	1.0	-0.43	0.9	-0.11	0.49	0.94		0.37	0.87	0.94	VFINX
LPRNX	0.35	0.51	0.3	0.57	0.63	0.45	0.37		0.17	0.48	LPRNX
RQECX	0.88	-0.62	0.88	-0.32	0.44	0.83	0.87	0.17		0.83	RQECX
VTSAX	0.95	-0.41	0.92	-0.12	0.63	0.98	0.94	0.48	0.83		VTSAX
	OASDX	OHFIX	OHSHX	OHSDX	RNGBX	USTCX	VFINX	LPRNX	RQECX	VTSAX

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High positive correlations

VFINX	+ 1.0	OASDX
VTSAX	+ 0.98	USTCX
USTCX	+ 0.95	OASDX
VTSAX	+ 0.95	OASDX
VFINX	+ 0.94	USTCX
VTSAX	+ 0.94	VFINX

High negative correlations

RQECX	- 0.62	OHFIX
OHSHX	- 0.55	OHFIX
OHFIX	- 0.45	OASDX
VFINX	- 0.43	OHFIX
VTSAX	- 0.41	OHFIX
USTCX	- 0.41	OHFIX

Risk-Adjusted Indicators

There is a big difference between Oakhurst Mutual Fund performing well and Oakhurst Fixed Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Oakhurst Fixed's multiple risk-adjusted performance indicators across the competitive landscape. 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	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
OASDX	0.38	0.05	0.06	0.89	0.44	(0.42)	0.76	(0.69)	2.62
OHFIX	0.24	(0.06)	0.00	(2.18)	0.00	0.00	0.45	(0.57)	1.49
OHSHX	0.11	0.00	(0.10)	0.00	0.10	(0.14)	0.22	(0.22)	0.67
OHSDX	0.08	(0.02)	0.00	(0.88)	0.00	0.00	0.21	(0.21)	0.53
RNGBX	0.86	(0.11)	0.00	(0.08)	0.00	0.00	1.38	(1.97)	12.29
USTCX	0.97	0.13	0.08	0.14	1.28	(0.93)	2.13	(1.88)	7.13
VFINX	0.52	0.06	0.04	1.04	0.72	(0.51)	0.97	(0.96)	3.84
LPRNX	0.34	(0.03)	0.00	(0.05)	0.00	0.00	0.78	(0.64)	3.20
RQECX	1.01	0.19	0.14	(1.53)	0.96	(1.23)	2.63	(1.85)	5.96
VTSAX	0.55	0.04	0.05	0.07	0.75	(0.58)	0.98	(0.95)	5.94

Unable to evaluate fundamental data of [OASDX, OHFIX, OHSHX, OHSDX, RNGBX, USTCX, VFINX, LPRNX, RQECX, VTSAX] at this time. Please try again later

All Fundamental Data

Oakhurst Fixed Competitive Analysis

The better you understand Oakhurst Fixed competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Oakhurst 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 Oakhurst 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

	OHFIX	OASDX	OHSHX	OHSDX	RNGBX	USTCX	VFINX	LPRNX	RQECX	VTSAX
	0.46 8.66 Oakhurst	1.57 13.13 Oakhurst	0.56 8.92 Oakhurst	0.21 9.44 Oakhurst	0.68 52.67 New	0.11 28.51 Science	2.95 543.37 Vanguard	0.07 13.82 Blackrock	2.08 10.37 Resq	0.12 141.12 Vanguard
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Not too volatile	Very steady
Market Performance (90 Days Performance)	Very Weak	OK	Insignificant	Very Weak	Very Weak	OK	Modest	Very Weak	OK	Modest
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Under Valued	Under Valued	Over Valued	Fairly Valued	Fairly Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Sell	Hold	Cautious Hold	Cautious Hold	Strong Hold	Buy	Strong Sell	Hold	Cautious Hold	Buy
Net Asset	111.64 M	80.58 M	82.77 M	113.12 M	21.62 B	1.51 B	483.17 B	359.8 M	46.05 M	1000 B
Minimum Initial Investment	100 K	25 K	100 K	100 K	N/A	N/A	N/A	N/A	1 K	N/A
Price To Book	N/A	N/A	N/A	N/A	2.61	3.78	2.75	1.82	2.56	2.59
Five Year Return	N/A	8.51	N/A	N/A	11.33	10.89	15.47	6.33	3.73	14.98
Last Dividend Paid	0.02	N/A	0.03	0.02	N/A	N/A	0.02	0.06	0.02	0.01
One Year Return	N/A	20.96	N/A	N/A	29.71	39.96	30.18	13.68	19.13	29.85
Price To Earning	N/A	N/A	N/A	N/A	22.08	24.25	4.33	15.06	17.33	2.3
Price To Sales	N/A	N/A	N/A	N/A	1.34	2.31	1.93	1.17	1.75	1.75
Cash Position Weight	0.71	6.81	4.44	0.46	13.06	2.73	0.67	12.3	43.56	0.94
Equity Positions Weight	N/A	48.9	N/A	N/A	86.36	97.27	99.33	56.55	56.44	99.06
Three Year Return	N/A	7.23	N/A	N/A	5.2	2.17	10.58	3.15	4.16	9.78
Annual Yield	N/A	0.0135	N/A	N/A	N/A	N/A	0.0113	0.0221	5.0E-4	0.0124
Bond Positions Weight	99.29	42.94	94.82	98.17	N/A	N/A	N/A	2.12	N/A	N/A
Year To Date Return	N/A	19.75	N/A	N/A	27.61	35.47	28.38	12.3	16.76	27.67
Ten Year Return	N/A	N/A	N/A	N/A	12.87	17.85	12.99	7.0	N/A	12.81
Daily Balance Of Power	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	9.2 T	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)
Day Typical Price	8.66	13.13	8.92	9.44	52.67	28.51	543.37	13.82	10.37	141.12
Period Momentum Indicator	(0.04)	(0.21)	(0.05)	(0.02)	(0.36)	0.03	(16.51)	(0.01)	(0.22)	(0.17)
Rate Of Daily Change	1.0	0.98	0.99	1.0	0.99	1.0	0.97	1.0	0.98	1.0
Day Median Price	8.66	13.13	8.92	9.44	52.67	28.51	543.37	13.82	10.37	141.12
Price Action Indicator	(0.02)	(0.10)	(0.03)	(0.01)	(0.18)	0.015	(8.25)	(0.01)	(0.11)	(0.09)
Coefficient Of Variation	(587.17)	801.83	1452.22	(1,366)	(2,082)	812.85	1087.08	(4,039)	670.3	1056.85
Mean Deviation	0.2412	0.3761	0.1068	0.0811	0.8574	0.9671	0.5198	0.3415	1.01	0.5519
Jensen Alpha	(0.06)	0.0535	(0)	(0.02)	(0.11)	0.1271	0.0585	(0.03)	0.1859	0.0448
Total Risk Alpha	(0.07)	0.0396	(0)	(0.02)	(0.13)	0.1135	0.0374	(0.04)	0.1449	0.0418
Sortino Ratio	N/A	0.0551	(0.1)	N/A	N/A	0.0822	0.0426	N/A	0.1354	0.0491
Downside Variance	N/A	0.3281	0.0547	N/A	N/A	2.46	0.7302	N/A	1.39	0.7258
Standard Deviation	0.3003	0.5211	0.1501	0.1086	1.57	1.32	0.7591	0.4826	1.29	0.7955
Kurtosis	0.1161	2.44	2.46	0.1837	27.05	1.17	4.62	3.59	0.1984	5.06
Potential Upside	0.4545	0.7634	0.2227	0.2107	1.38	2.13	0.9699	0.7801	2.63	0.9831
Treynor Ratio	(2.18)	0.8941	0.0043	(0.88)	(0.08)	0.141	1.04	(0.05)	(1.53)	0.0746
Maximum Drawdown	1.49	2.62	0.6723	0.5269	12.29	7.13	3.84	3.2	5.96	5.94
Variance	0.0902	0.2715	0.0225	0.0118	2.47	1.74	0.5762	0.2329	1.67	0.6328
Market Risk Adjusted Performance	(2.17)	0.9041	0.0143	(0.87)	(0.07)	0.151	1.05	(0.04)	(1.52)	0.0846
Risk Adjusted Performance	(0.15)	0.0938	0.0118	(0.12)	(0.03)	0.1017	0.0726	(0.03)	0.1223	0.0752
Skewness	0.2398	(0.16)	(0.91)	(0.10)	(4.39)	(0.51)	(0.64)	(0.78)	0.1891	(0.54)
Semi Deviation	N/A	0.4419	0.1048	N/A	N/A	1.28	0.722	N/A	0.9563	0.7467
Information Ratio	(0.28)	0.0606	(0.15)	(0.38)	(0.07)	0.0977	0.048	(0.09)	0.1234	0.0526
Value At Risk	(0.57)	(0.69)	(0.22)	(0.21)	(1.97)	(1.88)	(0.96)	(0.64)	(1.85)	(0.95)
Expected Short fall	N/A	(0.42)	(0.14)	N/A	N/A	(0.93)	(0.51)	N/A	(1.23)	(0.58)
Downside Deviation	N/A	0.5728	0.2339	N/A	N/A	1.57	0.8545	N/A	1.18	0.8519
Semi Variance	N/A	0.1953	0.011	N/A	N/A	1.64	0.5214	N/A	0.9145	0.5575

Oakhurst Fixed Competition Performance Charts

Five steps to successful analysis of Oakhurst Fixed Competition

Oakhurst Fixed's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Oakhurst Fixed Income in relation to its competition. Oakhurst Fixed's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Oakhurst Fixed in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Oakhurst Fixed's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Oakhurst Fixed Income, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Oakhurst Fixed position

In addition to having Oakhurst 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.

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ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Utilities ETFs theme has 13 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 Utilities ETFs Theme or any other thematic opportunities.

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Other Information on Investing in Oakhurst Mutual Fund

Oakhurst Fixed financial ratios help investors to determine whether Oakhurst Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Oakhurst with respect to the benefits of owning Oakhurst Fixed security.

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