Blue Current Financials
| BCGDX Fund | USD 16.29 0.10 0.62% |
Blue |
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.
Blue Current Fund Summary
Blue Current competes with Investec Emerging, Origin Emerging, Eagle Mlp, Pace International, and Shelton Emerging. Under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities that either have paid a dividend in the 12 months prior to purchase, or are expected by the Adviser to pay a dividend within 12 months following the funds purchase of the security. It will invest, under normal market conditions, in at least three different countries, one of which will be the United States. The fund will also invest at least 40 percent of its assets in foreign securities.Specialization | World Large-Stock Value, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Ultimus Managers Trust |
| Mutual Fund Family | Blue Current Funds |
| Mutual Fund Category | World Large-Stock Value |
| Benchmark | Dow Jones Industrial |
| Phone | 800 514 3583 |
| Currency | USD - US Dollar |
Blue Current Key Financial Ratios
Blue Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Blue Current's current stock value. Our valuation model uses many indicators to compare Blue Current value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Blue Current competition to find correlations between indicators driving Blue Current's intrinsic value. More Info.Blue Current Global is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Blue Current Global is roughly 7.44 . 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 Blue Current's earnings, one of the primary drivers of an investment's value.Blue Current Global Systematic Risk
Blue Current's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Blue Current 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 ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Blue Current Global correlated with the market. If Beta is less than 0 Blue Current generally moves in the opposite direction as compared to the market. If Blue Current Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Blue Current Global is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Blue Current is generally in the same direction as the market. If Beta > 1 Blue Current moves generally in the same direction as, but more than the movement of the benchmark.
Blue Current Thematic Clasifications
Blue Current Global is part of World Allocation Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds investing in large global markets. Funds or Etfs investing in stocks, bonds, and cash of domestic markets as well as in markets of Canada, Japan, and Europe
This theme covers Funds investing in large global markets. Funds or Etfs investing in stocks, bonds, and cash of domestic markets as well as in markets of Canada, Japan, and Europe. Get More Thematic Ideas
Blue Current Global is the top fund in net asset among similar funds. Total Asset Under Management (AUM) of World Large-Stock Value category is currently estimated at about 3.6 Billion. Blue Current claims roughly 60.1 Million in net asset contributing just under 2% to World Large-Stock Value category.| World Allocation Funds | View |
Blue Current November 30, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Blue Current help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Blue Current Global. We use our internally-developed statistical techniques to arrive at the intrinsic value of Blue Current Global based on widely used predictive technical indicators. In general, we focus on analyzing Blue Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Blue Current's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.665 | |||
| Information Ratio | (0.20) | |||
| Maximum Drawdown | 2.5 | |||
| Value At Risk | (1.10) | |||
| Potential Upside | 0.815 |
Other Information on Investing in Blue Mutual Fund
Blue Current financial ratios help investors to determine whether Blue 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 Blue with respect to the benefits of owning Blue Current security.
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