Boyd Watterson Financials
| BWDIX Fund | USD 9.79 0.01 0.10% |
Boyd |
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.
Boyd Watterson Fund Summary
Boyd Watterson competes with Advent Claymore, Invesco Convertible, Putnam Convertible, Mainstay Convertible, and Lord Abbett. The fund invests a majority of its assets in investments in domestic, and U.S. dollar denominated foreign, income-producing securities. These securities are below investment-grade and investment grade fixed income securities, asset-backed securities, hybrid corporate securities that combine equity and debt characteristics such as preferred stocks, bank loans, and U.S. government securities, and equity securities.Specialization | Multisector Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Northern Lights |
| Mutual Fund Family | Boyd Watterson |
| Mutual Fund Category | Multisector Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 877 345 9597 |
| Currency | USD - US Dollar |
Boyd Watterson Key Financial Ratios
Boyd Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Boyd Watterson's current stock value. Our valuation model uses many indicators to compare Boyd Watterson value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Boyd Watterson competition to find correlations between indicators driving Boyd Watterson's intrinsic value. More Info.Boyd Watterson Limited 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 3,576 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 Boyd Watterson's earnings, one of the primary drivers of an investment's value.Boyd Watterson Systematic Risk
Boyd Watterson's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Boyd Watterson 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 Boyd Watterson correlated with the market. If Beta is less than 0 Boyd Watterson generally moves in the opposite direction as compared to the market. If Boyd Watterson Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Boyd Watterson is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Boyd Watterson is generally in the same direction as the market. If Beta > 1 Boyd Watterson moves generally in the same direction as, but more than the movement of the benchmark.
Boyd Watterson November 22, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Boyd Watterson help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Boyd Watterson Limited. We use our internally-developed statistical techniques to arrive at the intrinsic value of Boyd Watterson Limited based on widely used predictive technical indicators. In general, we focus on analyzing Boyd Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Boyd Watterson's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.1384 | |||
| Information Ratio | (1.00) | |||
| Maximum Drawdown | 0.4107 | |||
| Value At Risk | (0.10) | |||
| Potential Upside | 0.2047 |
Other Information on Investing in Boyd Mutual Fund
Boyd Watterson financial ratios help investors to determine whether Boyd 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 Boyd with respect to the benefits of owning Boyd Watterson security.
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