Otter Creek Advisors Etf Performance
| OCFS Etf | 28.28 0.00 0.00% |
The etf holds a Beta of -0.0465, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Otter Creek are expected to decrease at a much lower rate. During the bear market, Otter Creek is likely to outperform the market.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Otter Creek Advisors are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively stable technical and fundamental indicators, Otter Creek is not utilizing all of its potentials. The latest stock price uproar, may contribute to short-horizon losses for the private investors. ...more
Otter Creek Relative Risk vs. Return Landscape
If you would invest 2,774 in Otter Creek Advisors on September 14, 2025 and sell it today you would earn a total of 54.00 from holding Otter Creek Advisors or generate 1.95% return on investment over 90 days. Otter Creek Advisors is currently generating 0.0569% in daily expected returns and assumes 0.6052% risk (volatility on return distribution) over the 90 days horizon. In different words, 5% of etfs are less volatile than Otter, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Otter Creek Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Otter Creek's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Otter Creek Advisors, and traders can use it to determine the average amount a Otter Creek'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 = 0.094
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | OCFS | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Based on monthly moving average Otter Creek is performing at about 7% 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 Otter Creek by adding it to a well-diversified portfolio.
About Otter Creek Performance
Assessing Otter Creek's fundamental ratios provides investors with valuable insights into Otter Creek's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Otter Creek is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| Otter Creek Advisors is not yet fully synchronised with the market data |
Check out Your Equity Center to better understand how to build diversified portfolios. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in price. You can also try the Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.
The market value of Otter Creek Advisors is measured differently than its book value, which is the value of Otter that is recorded on the company's balance sheet. Investors also form their own opinion of Otter Creek's value that differs from its market value or its book value, called intrinsic value, which is Otter Creek's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Otter Creek's market value can be influenced by many factors that don't directly affect Otter Creek's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Otter Creek's value and its price as these two are different measures arrived at by different means. Investors typically determine if Otter Creek is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Otter Creek's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.