Dynamic Opportunity Financials
| ICSIX Fund | USD 17.66 0.03 0.17% |
Dynamic |
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.
Dynamic Opportunity Fund Summary
Dynamic Opportunity competes with Swan Defined, Small Company, Royce International, Victory Rs, and Fidelity Advisor. Under normal market conditions, the fund invests primarily in equity ETFs that offer exposure to domestic equity markets. The funds strategy is based on a proprietary quantitative framework that informs the investment decision-making process regarding investment opportunities in domestic equity markets based on the specific riskreward characteristics of various segments of the equity market as defined by the Global Industry Classification Structure . It may also directly invest in derivative instruments such as futures contracts and options.Specialization | Tactical Allocation, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Northern Lights |
| Mutual Fund Family | Innealta Capital |
| Mutual Fund Category | Tactical Allocation |
| Benchmark | Dow Jones Industrial |
| Phone | 855 873 3837 |
| Currency | USD - US Dollar |
Dynamic Opportunity Key Financial Ratios
Dynamic Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Dynamic Opportunity's current stock value. Our valuation model uses many indicators to compare Dynamic Opportunity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Dynamic Opportunity competition to find correlations between indicators driving Dynamic Opportunity's intrinsic value. More Info.Dynamic Opportunity Fund is currently considered the top fund in price to earning among similar funds. It also is currently considered the top fund in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Dynamic Opportunity Fund is roughly 8.38 . 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 Dynamic Opportunity's earnings, one of the primary drivers of an investment's value.Dynamic Opportunity Systematic Risk
Dynamic Opportunity's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Dynamic Opportunity 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 function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Dynamic Opportunity correlated with the market. If Beta is less than 0 Dynamic Opportunity generally moves in the opposite direction as compared to the market. If Dynamic Opportunity Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Dynamic Opportunity is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Dynamic Opportunity is generally in the same direction as the market. If Beta > 1 Dynamic Opportunity moves generally in the same direction as, but more than the movement of the benchmark.
Dynamic Opportunity November 26, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Dynamic Opportunity help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Dynamic Opportunity Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Dynamic Opportunity Fund based on widely used predictive technical indicators. In general, we focus on analyzing Dynamic Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Dynamic Opportunity's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5382 | |||
| Information Ratio | (0.17) | |||
| Maximum Drawdown | 2.04 | |||
| Value At Risk | (0.70) | |||
| Potential Upside | 0.7194 |
Other Information on Investing in Dynamic Mutual Fund
Dynamic Opportunity financial ratios help investors to determine whether Dynamic 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 Dynamic with respect to the benefits of owning Dynamic Opportunity security.
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