New Alternatives Financials
| NAEFX Fund | USD 65.70 0.73 1.12% |
New |
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.
New Alternatives Fund Summary
New Alternatives competes with Blackrock, Delaware Limited-term, T Rowe, Tiaa Cref, and Small Cap. The fund seeks to achieve its investment objective by investing in equity securities. The equity securities in which the fund invests consist primarily of common stocks. Other equity securities in which the fund may invest include YieldCos, American Depository Receipts , real estate investment trusts and publicly-traded master limited partnerships . The fund makes investments in a wide range of industries and in companies of all sizes.Specialization | World Small/Mid Stock, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | New Alternatives |
| Mutual Fund Family | New Alternatives |
| Mutual Fund Category | World Small/Mid Stock |
| Benchmark | Dow Jones Industrial |
| Phone | 800 423 8383 |
| Currency | USD - US Dollar |
New Alternatives Key Financial Ratios
New Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining New Alternatives's current stock value. Our valuation model uses many indicators to compare New Alternatives value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across New Alternatives competition to find correlations between indicators driving New Alternatives's intrinsic value. More Info.New Alternatives Fund is number one fund in annual yield among similar funds. It also is number one fund in year to date return among similar funds creating about 81.36 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 New Alternatives' earnings, one of the primary drivers of an investment's value.New Alternatives Systematic Risk
New Alternatives' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. New Alternatives 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 fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on New Alternatives correlated with the market. If Beta is less than 0 New Alternatives generally moves in the opposite direction as compared to the market. If New Alternatives Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one New Alternatives is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of New Alternatives is generally in the same direction as the market. If Beta > 1 New Alternatives moves generally in the same direction as, but more than the movement of the benchmark.
New Alternatives November 28, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of New Alternatives help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of New Alternatives Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of New Alternatives Fund based on widely used predictive technical indicators. In general, we focus on analyzing New Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build New Alternatives's daily price indicators and compare them against related drivers.
| Information Ratio | (0.17) | |||
| Maximum Drawdown | 6.71 | |||
| Value At Risk | (1.44) | |||
| Potential Upside | 1.29 |
Other Information on Investing in New Mutual Fund
New Alternatives financial ratios help investors to determine whether New 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 New with respect to the benefits of owning New Alternatives security.
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