Oakhurst Short Financials
| OHSHX Fund | USD 8.92 0.05 0.56% |
Oakhurst |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Oakhurst Short Fund Summary
Oakhurst Short competes with Oakhurst Strategic, Oakhurst Fixed, Oakhurst Short, and Touchstone Large. Under normal circumstances, the fund will invest at least 80 percent of its net assets in a diversified portfolio of non-investment grade debt securities and floating rate senior secured loans issued by corporations, partnerships, and other business entities . It seeks to maintain an average duration of 3.5 years or less and there is no maximum duration on individual securities held by the fund.| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | First Western Funds |
| Mutual Fund Family | Oakhurst |
| Mutual Fund Category | High Yield Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 292 6775 |
| Currency | USD - US Dollar |
Oakhurst Short Key Financial Ratios
Oakhurst Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Oakhurst Short's current stock value. Our valuation model uses many indicators to compare Oakhurst Short value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Oakhurst Short competition to find correlations between indicators driving Oakhurst Short's intrinsic value. More Info.Oakhurst Short Duration is rated below average in net asset among similar funds. It is regarded fourth largest fund in minimum initial investment among similar funds . The ratio of Net Asset to Minimum Initial Investment for Oakhurst Short Duration is about 827.70 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Oakhurst Short's earnings, one of the primary drivers of an investment's value.Oakhurst Short Duration Systematic Risk
Oakhurst Short's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Oakhurst Short volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty with a total number of output elements of thirty-one. The Beta measures systematic risk based on how returns on Oakhurst Short Duration correlated with the market. If Beta is less than 0 Oakhurst Short generally moves in the opposite direction as compared to the market. If Oakhurst Short Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Oakhurst Short Duration is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Oakhurst Short is generally in the same direction as the market. If Beta > 1 Oakhurst Short moves generally in the same direction as, but more than the movement of the benchmark.
Oakhurst Short December 20, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Oakhurst Short help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Oakhurst Short Duration. We use our internally-developed statistical techniques to arrive at the intrinsic value of Oakhurst Short Duration based on widely used predictive technical indicators. In general, we focus on analyzing Oakhurst Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Oakhurst Short's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.2339 | |||
| Information Ratio | (0.15) | |||
| Maximum Drawdown | 0.6723 | |||
| Value At Risk | (0.22) | |||
| Potential Upside | 0.2227 |
Other Information on Investing in Oakhurst Mutual Fund
Oakhurst Short 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 Short security.
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