Small Cap Financials
| SCRYX Fund | USD 12.35 0.16 1.31% |
Small |
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.
Small Cap Fund Summary
Small Cap competes with Arrow Managed, Intal High, Guidemark Large, and Versatile Bond. The Portfolio invests, under normal circumstances, at least 80 percent of its net assets in equity securities of small-capitalization companies or other securities or instruments with similar economic characteristics, including derivatives related to equity securities.Specialization | Small Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US0855677664 |
| Business Address | Bernstein Fund, |
| Mutual Fund Family | AllianceBernstein |
| Mutual Fund Category | Small Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 212 486 5800 |
| Currency | USD - US Dollar |
Small Cap Key Financial Ratios
Small Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Small Cap's current stock value. Our valuation model uses many indicators to compare Small Cap value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Small Cap competition to find correlations between indicators driving Small Cap's intrinsic value. More Info.Small Cap Core is rated top fund in annual yield among similar funds. It is rated below average in year to date return among similar funds creating about 698.26 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 Small Cap's earnings, one of the primary drivers of an investment's value.Small Cap Core Systematic Risk
Small Cap's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Small Cap 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 twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Small Cap Core correlated with the market. If Beta is less than 0 Small Cap generally moves in the opposite direction as compared to the market. If Small Cap Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Small Cap Core is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Small Cap is generally in the same direction as the market. If Beta > 1 Small Cap moves generally in the same direction as, but more than the movement of the benchmark.
Small Cap February 16, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Small Cap help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Small Cap Core. We use our internally-developed statistical techniques to arrive at the intrinsic value of Small Cap Core based on widely used predictive technical indicators. In general, we focus on analyzing Small Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Small Cap's daily price indicators and compare them against related drivers.
| Information Ratio | (0.15) | |||
| Maximum Drawdown | 13.21 | |||
| Value At Risk | (1.79) | |||
| Potential Upside | 1.69 |
Other Information on Investing in Small Mutual Fund
Small Cap financial ratios help investors to determine whether Small 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 Small with respect to the benefits of owning Small Cap security.
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