Equable Shares Large Fund Manager Performance Evaluation
| EQLIX Fund | USD 29.67 0.09 0.30% |
The fund shows a Beta (market volatility) of 0.28, which means not very significant fluctuations relative to the market. As returns on the market increase, Equable Shares' returns are expected to increase less than the market. However, during the bear market, the loss of holding Equable Shares is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Equable Shares Large are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Equable Shares is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Northwestern University and Trump administration reach 75 million agreement over frozen research funds - ABC News | 11/28/2025 |
| Expense Ratio Date | 28th of February 2023 | |
| Expense Ratio | 0.9200 |
Equable |
Equable Shares Relative Risk vs. Return Landscape
If you would invest 2,875 in Equable Shares Large on November 24, 2025 and sell it today you would earn a total of 92.00 from holding Equable Shares Large or generate 3.2% return on investment over 90 days. Equable Shares Large is currently producing 0.052% returns and takes up 0.2656% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Equable, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Equable Shares Current Valuation
Fairly Valued
Today
Please note that Equable Shares' price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Equable Shares Large shows a prevailing Real Value of $29.56 per share. The current price of the fund is $29.67. We determine the value of Equable Shares Large from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Equable Shares is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Equable Mutual Fund. However, Equable Shares' intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 29.67 | Real 29.56 | Hype 29.67 | Naive 29.72 |
The intrinsic value of Equable Shares' stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Equable Shares' stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Equable Shares Large helps investors to forecast how Equable mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Equable Shares more accurately as focusing exclusively on Equable Shares' fundamentals will not take into account other important factors: Equable Shares Target Price Odds to finish over Current Price
The tendency of Equable Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 29.67 | 90 days | 29.67 | about 11.27 |
Based on a normal probability distribution, the odds of Equable Shares to move above the current price in 90 days from now is about 11.27 (This Equable Shares Large probability density function shows the probability of Equable Mutual Fund to fall within a particular range of prices over 90 days) .
Equable Shares Price Density |
| Price |
Predictive Modules for Equable Shares
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Equable Shares Large. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Equable Shares Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Equable Shares is not an exception. The market had few large corrections towards the Equable Shares' value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Equable Shares Large, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Equable Shares within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.02 | |
β | Beta against Dow Jones | 0.28 | |
σ | Overall volatility | 0.33 | |
Ir | Information ratio | -0.09 |
Equable Shares Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Equable Shares for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Equable Shares Large can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund retains about 11.06% of its assets under management (AUM) in cash |
Equable Shares Fundamentals Growth
Equable Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Equable Shares, and Equable Shares fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Equable Mutual Fund performance.
About Equable Shares Performance
Evaluating Equable Shares' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Equable Shares has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Equable Shares has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The investment seeks income and capital preservation. The fund seeks to achieve its investment objective by investing in equity securities of U.S. issuers based on the SP 500 Index while hedging overall market exposure by writing exchange traded call options based on the same securities. Under normal market conditions, it will invest at least 80 percent of its net assets in equity securities based on the index. The fund is non-diversified.Things to note about Equable Shares Large performance evaluation
Checking the ongoing alerts about Equable Shares for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Equable Shares Large help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains about 11.06% of its assets under management (AUM) in cash |
- Analyzing Equable Shares' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Equable Shares' stock is overvalued or undervalued compared to its peers.
- Examining Equable Shares' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Equable Shares' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Equable Shares' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Equable Shares' mutual fund. These opinions can provide insight into Equable Shares' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Equable Mutual Fund
Equable Shares financial ratios help investors to determine whether Equable 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 Equable with respect to the benefits of owning Equable Shares security.
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