Towpath Focus Financials
| TOWFX Fund | USD 16.29 0.01 0.06% |
Towpath |
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.
Towpath Focus Fund Summary
Towpath Focus competes with Prudential Jennison, Versatile Bond, Barings Active, Nebraska Municipal, and T Rowe. The advisor seeks to achieve the funds investment objective by investing primarily in U.S. equity securities but may also hold shares of foreign companies either directly or through American Depository Receipts . Companies in which the fund invests may be of any capitalization size. Under normal circumstances, it will invest at least 80 percent of its assets in equity securities. It is non-diversified.Specialization | Large Value, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Amm Funds |
| Mutual Fund Family | Oelschlager Investments |
| Mutual Fund Category | Large Value |
| Benchmark | Dow Jones Industrial |
| Phone | 877 593 8637 |
| Currency | USD - US Dollar |
Towpath Focus Key Financial Ratios
Towpath Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Towpath Focus's current stock value. Our valuation model uses many indicators to compare Towpath Focus value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Towpath Focus competition to find correlations between indicators driving Towpath Focus's intrinsic value. More Info.Towpath Focus 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 1,169 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 Towpath Focus' earnings, one of the primary drivers of an investment's value.Towpath Focus Systematic Risk
Towpath Focus' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Towpath Focus 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-four with a total number of output elements of thirty-seven. The Beta measures systematic risk based on how returns on Towpath Focus correlated with the market. If Beta is less than 0 Towpath Focus generally moves in the opposite direction as compared to the market. If Towpath Focus Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Towpath Focus is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Towpath Focus is generally in the same direction as the market. If Beta > 1 Towpath Focus moves generally in the same direction as, but more than the movement of the benchmark.
Towpath Focus November 27, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Towpath Focus help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Towpath Focus. We use our internally-developed statistical techniques to arrive at the intrinsic value of Towpath Focus based on widely used predictive technical indicators. In general, we focus on analyzing Towpath Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Towpath Focus's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5395 | |||
| Information Ratio | (0.12) | |||
| Maximum Drawdown | 2.41 | |||
| Value At Risk | (0.77) | |||
| Potential Upside | 0.7813 |
Other Information on Investing in Towpath Mutual Fund
Towpath Focus financial ratios help investors to determine whether Towpath 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 Towpath with respect to the benefits of owning Towpath Focus security.
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