Altegris Futures Evolution Fund Quote

EVOIX Fund  USD 6.80  0.05  0.74%   

Performance

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Odds Of Distress

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Altegris Futures is trading at 6.80 as of the 26th of November 2024; that is 0.74 percent up since the beginning of the trading day. The fund's open price was 6.75. Altegris Futures has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Altegris Futures Evolution are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 2024. Click here to learn more.
The fund seeks to achieve its investment objective by allocating its assets between a Managed Futures strategy and a Fixed Income strategy. The Adviser expects that less than 100, typically 15-25, of the funds total net assets will be invested in andor used as collateral for, gaining exposure to Managed Futures strategies. More on Altegris Futures Evolution

Moving against Altegris Mutual Fund

  0.73VTSAX Vanguard Total StockPairCorr
  0.73VFIAX Vanguard 500 IndexPairCorr
  0.73VTSMX Vanguard Total StockPairCorr
  0.73VSMPX Vanguard Total StockPairCorr
  0.73VSTSX Vanguard Total StockPairCorr
  0.73VITSX Vanguard Total StockPairCorr

Altegris Mutual Fund Highlights

Thematic IdeaExotic Funds (View all Themes)
Fund ConcentrationAltegris Funds, Large Funds, Systematic Trend Funds, Exotic Funds, Systematic Trend, Altegris, Large, Systematic Trend (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date1st of November 2022
Fiscal Year EndJune
Altegris Futures Evolution [EVOIX] is traded in USA and was established 26th of November 2024. Altegris Futures is listed under Altegris category by Fama And French industry classification. The fund is listed under Systematic Trend category and is part of Altegris family. The entity is thematically classified as Exotic Funds. This fund currently has accumulated 80.98 M in assets under management (AUM) with minimum initial investment of 1000 K. Altegris Futures Evo is currently producing year-to-date (YTD) return of 2.53% with the current yeild of 0.0%, while the total return for the last 3 years was 5.36%.
Check Altegris Futures Probability Of Bankruptcy

Instrument Allocation

Top Altegris Futures Evolution Mutual Fund Constituents

DBLSXDoubleline Low DurationMutual FundShort-Term Bond
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Altegris Futures Top Holders

JTHIXJames Alpha TotalMutual FundMultistrategy
JTHSXJames Alpha TotalMutual FundMultistrategy
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Altegris Futures Evo Risk Profiles

Altegris Futures Against Markets

Other Information on Investing in Altegris Mutual Fund

Altegris Futures financial ratios help investors to determine whether Altegris 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 Altegris with respect to the benefits of owning Altegris Futures security.
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