White Oak Select Fund Manager Performance Evaluation
| WOGSX Fund | USD 151.74 0.59 0.39% |
The entity maintains a market beta of -0.0648, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning White Oak are expected to decrease at a much lower rate. During the bear market, White Oak is likely to outperform the market.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in White Oak Select are ranked lower than 21 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, White Oak showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 28th of February 2023 | |
| Expense Ratio | 0.9200 |
White |
White Oak Relative Risk vs. Return Landscape
If you would invest 13,276 in White Oak Select on April 26, 2025 and sell it today you would earn a total of 1,898 from holding White Oak Select or generate 14.3% return on investment over 90 days. White Oak Select is currently producing 0.2189% returns and takes up 0.7994% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than White, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
White Oak Current Valuation
Overvalued
Today
Please note that White Oak's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. White Oak Select maintains a prevalent Real Value of $147.98 per share. The last-minute price of the fund is $151.74. We determine the value of White Oak Select from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will grow together.
Since White Oak is currently traded on the exchange, buyers and sellers on that exchange determine the market value of White Mutual Fund. However, White 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 151.74 | Real 147.98 | Hype 151.74 | Naive 151.59 |
The intrinsic value of White 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 White 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 White Oak Select helps investors to forecast how White 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 White Oak more accurately as focusing exclusively on White Oak's fundamentals will not take into account other important factors: White Oak Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for White Oak's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as White Oak Select, and traders can use it to determine the average amount a White 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 = 0.2738
| Best Portfolio | Best Equity | |||
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| Small Returns | WOGSX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.8 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.22 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.27 actual daily | 21 79% of assets perform better |
Based on monthly moving average White Oak is performing at about 21% 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 White Oak by adding it to a well-diversified portfolio.
White Oak Fundamentals Growth
White Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of White Oak, and White 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 White Mutual Fund performance.
| Price To Earning | 17.95 X | |||
| Price To Book | 2.33 X | |||
| Price To Sales | 2.64 X | |||
About White Oak Performance
Evaluating White Oak's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if White Oak has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if White Oak has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests primarily in common stocks of established U.S. companies with large market capitalization, or large cap companies. White Oak is traded on NASDAQ Exchange in the United States.Things to note about White Oak Select performance evaluation
Checking the ongoing alerts about White Oak for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for White Oak Select help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund keeps 98.7% of its net assets in stocks |
- Analyzing White 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 White Oak's stock is overvalued or undervalued compared to its peers.
- Examining White 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 White Oak's management team can have a significant impact on its success or failure. Reviewing the track record and experience of White Oak's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of White Oak's mutual fund. These opinions can provide insight into White Oak's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in White Mutual Fund
White Oak financial ratios help investors to determine whether White 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 White with respect to the benefits of owning White Oak security.
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