Investment Quality Financials
| SQBCX Fund | USD 9.08 0.01 0.11% |
Investment |
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.
Investment Quality Fund Summary
Investment Quality competes with 1919 Financial, Mesirow Financial, Vanguard Financials, Gabelli Global, and Icon Financial. The Portfolio is a fund of funds. The Portfolios main investment strategy is to invest in unaffiliated registered investment companies and exchange-traded funds . The Portfolio will normally invest at least 80 percent of its total assets in underlying funds which invest in investment grade fixed-income securities or mortgage pass-through securities rated within the four highest grades by Moodys, SP or Fitch or, if not rated, securities considered by an underlying funds adviser to be of comparable quality.Specialization | Short-Term Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Saratoga Advantage Trust |
| Mutual Fund Family | Saratoga |
| Mutual Fund Category | Short-Term Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 800 807 3863 |
| Currency | USD - US Dollar |
Investment Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Investment Quality's current stock value. Our valuation model uses many indicators to compare Investment Quality value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Investment Quality competition to find correlations between indicators driving Investment Quality's intrinsic value. More Info.Investment Quality Bond is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 254.04 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 Investment Quality's earnings, one of the primary drivers of an investment's value.Investment Quality Bond Systematic Risk
Investment Quality's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Investment Quality 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 Investment Quality Bond correlated with the market. If Beta is less than 0 Investment Quality generally moves in the opposite direction as compared to the market. If Investment Quality Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Investment Quality Bond is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Investment Quality is generally in the same direction as the market. If Beta > 1 Investment Quality moves generally in the same direction as, but more than the movement of the benchmark.
Investment Quality November 22, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Investment Quality help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Investment Quality Bond. We use our internally-developed statistical techniques to arrive at the intrinsic value of Investment Quality Bond based on widely used predictive technical indicators. In general, we focus on analyzing Investment Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Investment Quality's daily price indicators and compare them against related drivers.
| Information Ratio | (0.58) | |||
| Maximum Drawdown | 1.18 | |||
| Value At Risk | (0.43) | |||
| Potential Upside | 0.33 |
Other Information on Investing in Investment Mutual Fund
Investment Quality financial ratios help investors to determine whether Investment 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 Investment with respect to the benefits of owning Investment Quality security.
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