Otg Latin Financials
| OTGAX Fund | USD 7.82 0.12 1.51% |
Otg |
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.
Otg Latin Fund Summary
Otg Latin competes with Artisan Select, Scharf Fund, Sarofim Equity, Rbc Global, and The Gabelli. Under normal circumstances, the fund will invest at least 80 percent of its net assets in Latin American equity securities. These equity securities include the securities of Latin American companies and investment companies that primarily invest in the securities of issuers in, or seek to track the performance of indices based on, Latin American markets. It may invest up to 20 percent of its assets in countries other than Latin American countries.Specialization | Latin America Stock, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | World Funds Trust |
| Mutual Fund Family | Strategic Asset Management |
| Mutual Fund Category | Latin America Stock |
| Benchmark | Dow Jones Industrial |
| Phone | 800 673 0550 |
| Currency | USD - US Dollar |
Otg Latin Key Financial Ratios
Otg Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Otg Latin's current stock value. Our valuation model uses many indicators to compare Otg Latin value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Otg Latin competition to find correlations between indicators driving Otg Latin's intrinsic value. More Info.Otg Latin America 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 1,137 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 Otg Latin's earnings, one of the primary drivers of an investment's value.Otg Latin America Systematic Risk
Otg Latin's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Otg Latin 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 ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Otg Latin America correlated with the market. If Beta is less than 0 Otg Latin generally moves in the opposite direction as compared to the market. If Otg Latin Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Otg Latin America is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Otg Latin is generally in the same direction as the market. If Beta > 1 Otg Latin moves generally in the same direction as, but more than the movement of the benchmark.
Otg Latin November 30, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Otg Latin help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Otg Latin America. We use our internally-developed statistical techniques to arrive at the intrinsic value of Otg Latin America based on widely used predictive technical indicators. In general, we focus on analyzing Otg Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Otg Latin's daily price indicators and compare them against related drivers.
| Information Ratio | (0.29) | |||
| Maximum Drawdown | 3.76 | |||
| Value At Risk | (1.49) | |||
| Potential Upside | 1.11 |
Other Information on Investing in Otg Mutual Fund
Otg Latin financial ratios help investors to determine whether Otg 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 Otg with respect to the benefits of owning Otg Latin security.
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals | |
| Stocks Directory Find actively traded stocks across global markets |