Navigator Equity Hedged Alpha and Beta Analysis

NAVIXDelisted Fund  USD 37.00  0.00  0.00%   
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as Navigator Equity Hedged. It also helps investors analyze the systematic and unsystematic risks associated with investing in Navigator Equity over a specified time horizon. Remember, high Navigator Equity's alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to Navigator Equity's market risk premium analysis include:
Beta
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Alpha
(0.01)
Risk
0.0
Sharpe Ratio
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Expected Return
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Please note that although Navigator Equity alpha is a measure of relative return and represented here as a single number, it indicates the percentage above or below your selected benchmark (i.e., Dow Jones Industrial index.) So in this particular case, Navigator Equity did 0.01  worse than the index. Remember, a high alpha is always good. Beta, on the other hand, measures the volatility (or risk) of an investment. It is an indication of Navigator Equity Hedged fund's relative risk over its benchmark. Navigator Equity Hedged has a beta of . As returns on the market increase, returns on owning Navigator Equity are expected to decrease at a much lower rate. During the bear market, Navigator Equity is likely to outperform the market. .
Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
  
Check out Correlation Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.

Navigator Equity Market Premiums

Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. Navigator Equity market risk premium is the additional return an investor will receive from holding Navigator Equity long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Navigator Equity. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate Navigator Equity's performance over market.
α-0.01   β-0.0012

Navigator Equity Fundamentals Vs Peers

Comparing Navigator Equity's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Navigator Equity's direct or indirect competition across all of the common fundamentals between Navigator Equity and the related equities. This way, we can detect undervalued stocks with similar characteristics as Navigator Equity or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Navigator Equity's fundamental indicators could also be used in its relative valuation, which is a method of valuing Navigator Equity by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Navigator Equity to competition
FundamentalsNavigator EquityPeer Average
Price To Earning15.96 X6.53 X
Price To Book1.56 X0.74 X
Price To Sales1.22 X0.61 X
Annual Yield0.01 %0.29 %
Year To Date Return0.66 %0.39 %
One Year Return9.03 %4.15 %
Three Year Return(3.18) %3.60 %

Navigator Equity Opportunities

Navigator Equity Return and Market Media

The Fund received some media coverage during the period.
 Price Growth (%)  
       Timeline  
1
NAVIX Hidden Gem - Safe High-Return Investment Strategy - Newser
07/11/2025

About Navigator Equity Beta and Alpha

For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including Navigator or other funds. Alpha measures the amount that position in Navigator Equity Hedged has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Navigator Equity in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Navigator Equity's short interest history, or implied volatility extrapolated from Navigator Equity options trading.

Build Portfolio with Navigator Equity

Your optimized portfolios are the building block of your wealth. We provide an intuitive interface to determine which securities in a portfolio should be removed or rebalanced to achieve better diversification, find the right mix of securities that minimizes portfolio risk for a given return, or maximize portfolio expected return for a given risk level.

Build Diversified Portfolios

Align your risk with return expectations

By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations
Check out Correlation Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.
You can also try the Commodity Channel module to use Commodity Channel Index to analyze current equity momentum.

Other Consideration for investing in Navigator Mutual Fund

If you are still planning to invest in Navigator Equity Hedged check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Navigator Equity's history and understand the potential risks before investing.
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