Acclivity Small Financials
| AXVNX Fund | USD 19.23 0.23 1.18% |
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 Small Fund Summary
Acclivity Small competes with Tax-managed, Ab Small, Sp Smallcap, Needham Small, and Franklin Small. Under normal market conditions, the fund will invest at least 80 percent of its total assets in equity securities of small cap U.S. companies. The Adviser defines a small capitalization value company as any company that simultaneously meets the following two requirements be in the lowest 8 percent of U.S. aggregate market capitalization and exhibit a low market value relative to its book value. The fund will also use futures and options on futures contracts for U.S. equity securities and indices, and exchange-traded-funds to adjust market exposure or manage cash needs.Specialization | Small Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Northern Lights |
| Mutual Fund Family | Innealta Capital |
| Mutual Fund Category | Small Value |
| Benchmark | Dow Jones Industrial |
| Phone | 855 873 3837 |
| Currency | USD - US Dollar |
Acclivity Small Key Financial Ratios
Acclivity Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Acclivity Small's current stock value. Our valuation model uses many indicators to compare Acclivity Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Acclivity Small competition to find correlations between indicators driving Acclivity Small's intrinsic value. More Info.Acclivity Small 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 371.92 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 Small's earnings, one of the primary drivers of an investment's value.Acclivity Small Cap Systematic Risk
Acclivity Small's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Acclivity Small 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 output start index for this execution was thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Acclivity Small Cap correlated with the market. If Beta is less than 0 Acclivity Small generally moves in the opposite direction as compared to the market. If Acclivity Small Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Acclivity Small Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Acclivity Small is generally in the same direction as the market. If Beta > 1 Acclivity Small moves generally in the same direction as, but more than the movement of the benchmark.
Acclivity Small February 1, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Acclivity Small help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Acclivity Small Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Acclivity Small 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 Small's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.41 | |||
| Information Ratio | (0.06) | |||
| Maximum Drawdown | 12.24 | |||
| Value At Risk | (1.67) | |||
| Potential Upside | 1.7 |
Other Information on Investing in Acclivity Mutual Fund
Acclivity Small 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 Small security.
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