Altegris Futures Financial Statements From 2010 to 2024
| EVOCX Fund | USD 6.84 0.01 0.15% |
Check Altegris Futures financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Altegris Futures' main balance sheet or income statement drivers, such as , as well as many indicators such as . Altegris financial statements analysis is a perfect complement when working with Altegris Futures Valuation or Volatility modules.
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Altegris Futures Evolution Mutual Fund Three Year Return Analysis
Altegris Futures' Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Altegris Futures Three Year Return | 3.85 % |
Most of Altegris Futures' fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Altegris Futures Evolution is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Altegris Futures Evolution has a Three Year Return of 3.8512%. This is 45.45% lower than that of the Altegris family and significantly higher than that of the Systematic Trend category. The three year return for all United States funds is notably lower than that of the firm.
Altegris Futures Evo Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Altegris Futures's current stock value. Our valuation model uses many indicators to compare Altegris Futures value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Altegris Futures competition to find correlations between indicators driving Altegris Futures's intrinsic value. More Info.Altegris Futures Evolution is rated below average in annual yield among similar funds. It is rated # 5 fund in year to date return among similar funds creating about 6,724 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Altegris Futures' earnings, one of the primary drivers of an investment's value.About Altegris Futures Financial Statements
Altegris Futures investors use historical fundamental indicators, such as Altegris Futures' revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Altegris Futures. Please read more on our technical analysis and fundamental analysis pages.
The fund seeks to achieve its investment objective by allocating its assets between a Managed Futures strategy and a Fixed Income strategy. The Adviser expects that less than 100, typically 15-25, of the funds total net assets will be invested in andor used as collateral for, gaining exposure to Managed Futures strategies. The adviser expects that less than 100, typically 60-80, of the funds total net assets will be allocated to Fixed Income strategies.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Altegris Mutual Fund
Altegris Futures financial ratios help investors to determine whether Altegris 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 Altegris with respect to the benefits of owning Altegris Futures security.
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