Fulcrum Diversified Financials
| FARYX Fund | USD 9.55 0.01 0.10% |
Fulcrum |
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.
Fulcrum Diversified Fund Summary
Fulcrum Diversified competes with Neuberger Berman, Mainstay High, Lord Abbett, City National, and Pace High. In seeking to achieve its aim of long-term absolute returns, the fund aims to hold a diversified portfolio and achieve long-term absolute returns in all market conditions over rolling five-year periods, with lower volatility than equity markets and in excess of inflation. Fulcrum Diversified is traded on NASDAQ Exchange in the United States.| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US89832P6714 |
| Business Address | Trust for Advised |
| Mutual Fund Family | Fulcrum |
| Mutual Fund Category | Macro Trading |
| Benchmark | Dow Jones Industrial |
| Phone | 855 538 5278 |
| Currency | USD - US Dollar |
Fulcrum Diversified Key Financial Ratios
Fulcrum Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Fulcrum Diversified's current stock value. Our valuation model uses many indicators to compare Fulcrum Diversified value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fulcrum Diversified competition to find correlations between indicators driving Fulcrum Diversified's intrinsic value. More Info.Fulcrum Diversified Absolute is one of the top funds in annual yield among similar funds. It is rated # 4 fund in year to date return among similar funds creating about 51.47 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 Fulcrum Diversified's earnings, one of the primary drivers of an investment's value.Fulcrum Diversified Systematic Risk
Fulcrum Diversified's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Fulcrum Diversified 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 Fulcrum Diversified correlated with the market. If Beta is less than 0 Fulcrum Diversified generally moves in the opposite direction as compared to the market. If Fulcrum Diversified Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Fulcrum Diversified is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Fulcrum Diversified is generally in the same direction as the market. If Beta > 1 Fulcrum Diversified moves generally in the same direction as, but more than the movement of the benchmark.
Fulcrum Diversified February 7, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Fulcrum Diversified help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Fulcrum Diversified Absolute. We use our internally-developed statistical techniques to arrive at the intrinsic value of Fulcrum Diversified Absolute based on widely used predictive technical indicators. In general, we focus on analyzing Fulcrum Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Fulcrum Diversified's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.4548 | |||
| Information Ratio | (0.24) | |||
| Maximum Drawdown | 1.87 | |||
| Value At Risk | (0.53) | |||
| Potential Upside | 0.6322 |
Other Information on Investing in Fulcrum Mutual Fund
Fulcrum Diversified financial ratios help investors to determine whether Fulcrum 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 Fulcrum with respect to the benefits of owning Fulcrum Diversified security.
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