Equable Shares Financials
| EQLIX Fund | USD 29.33 0.03 0.10% |
Equable |
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.
Equable Shares Fund Summary
Equable Shares competes with Bbh Intermediate, Barings High, Gmo High, Versatile Bond, and T Rowe. The investment seeks income and capital preservation. The fund seeks to achieve its investment objective by investing in equity securities of U.S. issuers based on the SP 500 Index while hedging overall market exposure by writing exchange traded call options based on the same securities. Under normal market conditions, it will invest at least 80 percent of its net assets in equity securities based on the index. The fund is non-diversified.| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US81752T6929 |
| Business Address | Series Portfolios Trust |
| Mutual Fund Family | Equable Shares |
| Benchmark | Dow Jones Industrial |
| Phone | 888 898 2024 |
| Currency | USD - US Dollar |
Equable Shares Key Financial Ratios
Equable Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Equable Shares's current stock value. Our valuation model uses many indicators to compare Equable Shares value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Equable Shares competition to find correlations between indicators driving Equable Shares's intrinsic value. More Info.Equable Shares Large is rated below average in annual yield among similar funds. It is one of the top funds in year to date return among similar funds creating about 1,074 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 Equable Shares' earnings, one of the primary drivers of an investment's value.Equable Shares Large Systematic Risk
Equable Shares' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Equable Shares 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 with a total number of output elements of thirty-one. The Beta measures systematic risk based on how returns on Equable Shares Large correlated with the market. If Beta is less than 0 Equable Shares generally moves in the opposite direction as compared to the market. If Equable Shares Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Equable Shares Large is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Equable Shares is generally in the same direction as the market. If Beta > 1 Equable Shares moves generally in the same direction as, but more than the movement of the benchmark.
Equable Shares January 2, 2026 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Equable Shares help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Equable Shares Large. We use our internally-developed statistical techniques to arrive at the intrinsic value of Equable Shares Large based on widely used predictive technical indicators. In general, we focus on analyzing Equable Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Equable Shares's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.389 | |||
| Information Ratio | (0.02) | |||
| Maximum Drawdown | 1.87 | |||
| Value At Risk | (0.45) | |||
| Potential Upside | 0.5656 |
Other Information on Investing in Equable Mutual Fund
Equable Shares financial ratios help investors to determine whether Equable 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 Equable with respect to the benefits of owning Equable Shares security.
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