River Oak Discovery Fund Alpha and Beta Analysis
| RIVSX Fund | USD 19.25 0.08 0.42% |
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as River Oak Discovery. It also helps investors analyze the systematic and unsystematic risks associated with investing in River Oak over a specified time horizon. Remember, high River Oak's alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to River Oak's market risk premium analysis include:
Beta 1.43 | Alpha (0.09) | Risk 1.18 | Sharpe Ratio 0.12 | Expected Return 0.14 |
Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
River |
River Oak Market Premiums
Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. River Oak market risk premium is the additional return an investor will receive from holding River Oak long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in River Oak. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate River Oak's performance over market.| α | -0.09 | β | 1.43 |
River Oak expected buy-and-hold returns
Although buy-and-hold investment strategy may not appeal to all investors, it may be used as a good measure of River Oak's Buy-and-hold return. Our buy-and-hold chart shows how River Oak performed over your current time horizon against a typical interest-earning bank account and a selected benchmark.River Oak Market Price Analysis
Market price analysis indicators help investors to evaluate how River Oak mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading River Oak shares will generate the highest return on investment. By understating and applying River Oak mutual fund market price indicators, traders can identify River Oak position entry and exit signals to maximize returns.
River Oak Return and Market Media
The median price of River Oak for the period between Mon, Sep 2, 2024 and Sun, Dec 1, 2024 is 18.02 with a coefficient of variation of 3.51. The daily time series for the period is distributed with a sample standard deviation of 0.64, arithmetic mean of 18.13, and mean deviation of 0.51. The Fund did not receive any noticable media coverage during the period. Price Growth (%) |
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About River Oak Beta and Alpha
For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including River or other funds. Alpha measures the amount that position in River Oak Discovery has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
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 River Oak 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, River Oak's short interest history, or implied volatility extrapolated from River Oak options trading.
Build Portfolio with River Oak
Your optimized portfolios are the building block of your wealth. We provide an intuitive interface to determine which securities in a portfolio should be removed or rebalanced to achieve better diversification, find the right mix of securities that minimizes portfolio risk for a given return, or maximize portfolio expected return for a given risk level.Build Diversified Portfolios
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Other Information on Investing in River Mutual Fund
River Oak financial ratios help investors to determine whether River 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 River with respect to the benefits of owning River Oak security.
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