River Oak Discovery Fund Manager Performance Evaluation
| RIVSX Fund | USD 17.23 0.15 0.88% |
The fund holds a Beta of 0.0028, which implies not very significant fluctuations relative to the market. As returns on the market increase, River Oak's returns are expected to increase less than the market. However, during the bear market, the loss of holding River Oak is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days River Oak Discovery has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, River Oak is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 28th of February 2023 | |
| Expense Ratio | 1.1600 |
River |
River Oak Relative Risk vs. Return Landscape
If you would invest 1,752 in River Oak Discovery on February 15, 2024 and sell it today you would lose (29.00) from holding River Oak Discovery or give up 1.66% of portfolio value over 90 days. River Oak Discovery is currently producing negative expected returns and takes up 1.0023% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than River, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
River Oak Current Valuation
Overvalued
Today
Please note that River Oak's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. River Oak Discovery holds a recent Real Value of $16.01 per share. The prevailing price of the fund is $17.23. We determine the value of River Oak Discovery from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Our valuation method for River Oak Discovery is useful when determining the fair value of the River mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of River Oak. Since River Oak is currently traded on the exchange, buyers and sellers on that exchange determine the market value of River Mutual Fund. However, River Oak's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 17.23 | Real 16.01 | Hype 17.23 | Naive 17.66 |
The real value of River Mutual Fund, also known as its intrinsic value, is the underlying worth of River Oak Discovery Mutual Fund, which is reflected in its stock price. It is based on River Oak's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of River Oak's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence River Oak's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of River Oak Discovery helps investors to forecast how River mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of River Oak more accurately as focusing exclusively on River Oak's fundamentals will not take into account other important factors: River Oak Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for River Oak's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as River Oak Discovery, and traders can use it to determine the average amount a River Oak's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0219
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| Negative Returns | RIVSX |
Estimated Market Risk
| 1.0 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average River Oak is not performing at its full potential. However, 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 River Oak by adding River Oak to a well-diversified portfolio.
River Oak Fundamentals Growth
River Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of River Oak, and River Oak fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on River Mutual Fund performance.
| Price To Earning | 19.76 X | |||
| Price To Book | 1.50 X | |||
| Price To Sales | 1.30 X | |||
About River Oak Performance
To evaluate River Oak Discovery Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when River Oak generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare River Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand River Oak Discovery market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents River's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The fund invests primarily in common stocks of U.S. companies with small market capitalization, or small cap companies. In selecting investments for the fund, the Adviser chooses stocks of companies which the advisor believes have above-average growth potential at attractive prices. The fund will generally hold between 30 and 40 common stocks.Things to note about River Oak Discovery performance evaluation
Checking the ongoing alerts about River Oak for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for River Oak Discovery help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| River Oak Discovery generated a negative expected return over the last 90 days | |
| The fund maintains about 5.18% of its assets in cash |
- Analyzing River Oak's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether River Oak's stock is overvalued or undervalued compared to its peers.
- Examining River Oak's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating River Oak's management team can have a significant impact on its success or failure. Reviewing the track record and experience of River Oak's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of River Oak's mutual fund. These opinions can provide insight into River Oak's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in River Oak Discovery. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in state. You can also try the Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.