Oakhurst Strategic Defined Fund Price on October 14, 2024
| OASDX Fund | USD 13.13 0.21 1.57% |
Below is the normalized historical share price chart for Oakhurst Strategic Defined extending back to May 11, 2017. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Oakhurst Strategic stands at 13.13, as last reported on the 20th of December, with the highest price reaching 13.13 and the lowest price hitting 13.13 during the day.
If you're considering investing in Oakhurst Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Oakhurst Mutual Fund to be very steady. Oakhurst Strategic maintains Sharpe Ratio (i.e., Efficiency) of 0.1, which implies the entity had a 0.1% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Oakhurst Strategic, which you can use to evaluate the volatility of the fund. Please check Oakhurst Strategic's Coefficient Of Variation of 801.83, risk adjusted performance of 0.0938, and Semi Deviation of 0.4419 to confirm if the risk estimate we provide is consistent with the expected return of 0.0529%.
Oakhurst Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Oakhurst |
Sharpe Ratio = 0.1024
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Estimated Market Risk
| 0.52 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 8 92% of assets perform better |
Based on monthly moving average Oakhurst Strategic is performing at about 8% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Oakhurst Strategic by adding it to a well-diversified portfolio.
Oakhurst Strategic Valuation on October 14, 2024
It is possible to determine the worth of Oakhurst Strategic on a given historical date. On October 14, 2024 Oakhurst was worth 12.99 at the beginning of the trading date compared to the closed value of 12.99. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Oakhurst Strategic mutual fund. Still, in general, we apply an absolute valuation method to find Oakhurst Strategic's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Oakhurst Strategic where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Oakhurst Strategic's related companies.
| Open | High | Low | Close | Volume | |
| 12.90 | 12.90 | 12.90 | 12.90 | 1.00 | |
10/14/2024 | 12.99 | 12.99 | 12.99 | 12.99 | 1.00 |
| 12.90 | 12.90 | 12.90 | 12.90 | 1.00 |
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Oakhurst Strategic Trading Date Momentum on October 14, 2024
| On October 15 2024 Oakhurst Strategic Defined was traded for 12.90 at the closing time. The highest daily price throughout the period was 12.90 and the lowest price was 12.90 . There was no trading activity during the period 1.0. Lack of trading volume on 10/15/2024 added to the next day price reduction. The trading delta at closing time to closing price of the next trading day was 0.69% . The trading delta at closing time to current closing price is 0.77% . |
Oakhurst Strategic Fundamentals Correlations and Trends
By evaluating Oakhurst Strategic's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Oakhurst Strategic's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Oakhurst financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Oakhurst Strategic Mutual Fund history
Oakhurst Strategic investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Oakhurst is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Oakhurst Strategic will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Oakhurst Strategic stock prices may prove useful in developing a viable investing in Oakhurst Strategic
Under normal circumstances, the fund invests in a portfolio of equity securities of companies that are representative of the SP 500 Index or in exchange-traded funds that are designed to replicate the performance of the index or whose holdings are representative of the index. It simultaneously uses options on ETFs in which the fund may invest and invests in ETFs that invest in debt securities and U.S. Treasury securities to enhance its potential returns during up markets while seeking to limit losses during down markets.
Oakhurst Strategic Mutual Fund Technical Analysis
Oakhurst Strategic technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Oakhurst Strategic Period Price Range
Low | December 20, 2024
| High |
0.00 | 0.00 |
Oakhurst Strategic Defined cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Oakhurst Strategic December 20, 2024 Market Strength
Market strength indicators help investors to evaluate how Oakhurst Strategic 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 Oakhurst Strategic shares will generate the highest return on investment. By undertsting and applying Oakhurst Strategic mutual fund market strength indicators, traders can identify Oakhurst Strategic Defined entry and exit signals to maximize returns
Oakhurst Strategic Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Oakhurst Strategic's price direction in advance. Along with the technical and fundamental analysis of Oakhurst Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Oakhurst to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.0938 | |||
| Jensen Alpha | 0.0535 | |||
| Total Risk Alpha | 0.0396 | |||
| Sortino Ratio | 0.0551 | |||
| Treynor Ratio | 0.8941 |
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Other Information on Investing in Oakhurst Mutual Fund
Oakhurst Strategic 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 Strategic security.
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes |