Alps/smith Total Financials
| SMCHX Fund | USD 9.57 0.03 0.31% |
Alps/smith |
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.
Alps/smith Total Fund Summary
Alps/smith Total competes with Alps/smith Short, Alps/smith Total, Alps/smith Short, Alps/smith Short, and Alps/smith Short. The fund pursues its investment objective by primarily investing, under normal circumstances, at least 80 percent of its net assets in bonds. Bonds include, but are not limited to, government notes and bonds, corporate bonds, convertible bonds, commercial and residential mortgage-backed securities, and zero-coupon bonds. It may also invest in asset-backed securities, money market instruments, commercial loans, and foreign debt securities .Specialization | Intermediate Core-Plus Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Financial Investors Trust |
| Mutual Fund Family | ALPS |
| Mutual Fund Category | Intermediate Core-Plus Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 866 759 5679 |
| Currency | USD - US Dollar |
Alps/smith Total Key Financial Ratios
Alps/smith Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Alps/smith Total's current stock value. Our valuation model uses many indicators to compare Alps/smith Total value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Alps/smith Total competition to find correlations between indicators driving Alps/smith Total's intrinsic value. More Info.Alpssmith Total Return is rated third largest fund in annual yield among similar funds. It also is rated third largest fund in year to date return among similar funds creating about 1,821 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 Alps/smith Total's earnings, one of the primary drivers of an investment's value.Alpssmith Total Return Systematic Risk
Alps/smith Total's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Alps/smith Total 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 Alpssmith Total Return correlated with the market. If Beta is less than 0 Alps/smith Total generally moves in the opposite direction as compared to the market. If Alps/smith Total Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Alpssmith Total Return is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Alps/smith Total is generally in the same direction as the market. If Beta > 1 Alps/smith Total moves generally in the same direction as, but more than the movement of the benchmark.
Alps/smith Total November 22, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Alps/smith Total help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Alpssmith Total Return. We use our internally-developed statistical techniques to arrive at the intrinsic value of Alpssmith Total Return based on widely used predictive technical indicators. In general, we focus on analyzing Alps/smith Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Alps/smith Total's daily price indicators and compare them against related drivers.
| Information Ratio | (0.53) | |||
| Maximum Drawdown | 1.14 | |||
| Value At Risk | (0.52) | |||
| Potential Upside | 0.4124 |
Other Information on Investing in Alps/smith Mutual Fund
Alps/smith Total financial ratios help investors to determine whether Alps/smith 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 Alps/smith with respect to the benefits of owning Alps/smith Total security.
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