Acclivity Mid Financials
| AXMIX Fund | USD 16.90 0.03 0.18% |
Acclivity |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Acclivity Mid Fund Summary
Acclivity Mid competes with Dynamic Opportunity, Dynamic Opportunity, Acclivity Small, and Acclivity Small. Under normal market conditions, the adviser is expected to hold approximately 300 different stocks, where no individual issuer represents more than 5 percent of the portfolio total value. The adviser defines a mid-capitalization company as any company that is neither in the highest 80 percent of U.S. aggregate market capitalization nor in the lowest 8 percent of U.S. aggregate market capitalization. As a non-fundamental policy, the fund will invest at least 80 percent of its total assets in equity securities of mid-cap companies. It may obtain exposure to equity securities through futures and options on futures contracts.Specialization | Mid-Cap Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Northern Lights |
| Mutual Fund Family | Innealta Capital |
| Mutual Fund Category | Mid-Cap Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 855 873 3837 |
| Currency | USD - US Dollar |
Acclivity Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Acclivity Mid's current stock value. Our valuation model uses many indicators to compare Acclivity Mid value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Acclivity Mid competition to find correlations between indicators driving Acclivity Mid's intrinsic value. More Info.Acclivity Mid Cap is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 4,424 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 Acclivity Mid's earnings, one of the primary drivers of an investment's value.Acclivity Mid Cap Systematic Risk
Acclivity Mid's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Acclivity Mid volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Acclivity Mid Cap correlated with the market. If Beta is less than 0 Acclivity Mid generally moves in the opposite direction as compared to the market. If Acclivity Mid Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Acclivity Mid Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Acclivity Mid is generally in the same direction as the market. If Beta > 1 Acclivity Mid moves generally in the same direction as, but more than the movement of the benchmark.
Acclivity Mid November 27, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Acclivity Mid help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Acclivity Mid Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Acclivity Mid Cap based on widely used predictive technical indicators. In general, we focus on analyzing Acclivity Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Acclivity Mid's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.7434 | |||
| Information Ratio | 0.0198 | |||
| Maximum Drawdown | 4.23 | |||
| Value At Risk | (0.93) | |||
| Potential Upside | 1.44 |
Other Information on Investing in Acclivity Mutual Fund
Acclivity Mid financial ratios help investors to determine whether Acclivity 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 Acclivity with respect to the benefits of owning Acclivity Mid security.
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