Proxy Voting Where Does Your Fund Manager Stand On Esg Issuesaspx Fund Key Fundamental Indicators
| ADEIX Fund | USD 17.71 0.40 2.31% |
As of the 8th of February, Proxy Voting holds the Coefficient Of Variation of 1063.78, risk adjusted performance of 0.0756, and Semi Deviation of 0.7398. Proxy Voting Where technical analysis gives you tools to exploit past prices in attempt to determine a pattern that determines the direction of the fund's future prices.
Proxy Voting's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Proxy Voting's valuation are provided below:Proxy Voting Where Does Your Fund Manager Stand On Esg Issuesaspx does not presently have any trending fundamental ratios for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Proxy |
Proxy Voting 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Proxy Voting's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Proxy Voting.
| 11/10/2025 |
| 02/08/2026 |
If you would invest 0.00 in Proxy Voting on November 10, 2025 and sell it all today you would earn a total of 0.00 from holding Proxy Voting Where Does Your Fund Manager Stand On Esg Issuesaspx or generate 0.0% return on investment in Proxy Voting over 90 days. Proxy Voting is related to or competes with Angel Oak, Payden Emerging, Arrow Managed, Rbc Emerging, Doubleline Emerging, and Goldman Sachs. Under normal circumstances, at least 80 percent of the assets of the fund will be invested in dividend paying equity sec... More
Proxy Voting Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Proxy Voting's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Proxy Voting Where Does Your Fund Manager Stand On Esg Issuesaspx upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.8348 | |||
| Information Ratio | (0.02) | |||
| Maximum Drawdown | 4.15 | |||
| Value At Risk | (1.27) | |||
| Potential Upside | 1.26 |
Proxy Voting Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Proxy Voting's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Proxy Voting's standard deviation. In reality, there are many statistical measures that can use Proxy Voting historical prices to predict the future Proxy Voting's volatility.| Risk Adjusted Performance | 0.0756 | |||
| Jensen Alpha | 0.0012 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.02) | |||
| Treynor Ratio | 0.0812 |
Proxy Voting February 8, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0756 | |||
| Market Risk Adjusted Performance | 0.0912 | |||
| Mean Deviation | 0.6089 | |||
| Semi Deviation | 0.7398 | |||
| Downside Deviation | 0.8348 | |||
| Coefficient Of Variation | 1063.78 | |||
| Standard Deviation | 0.7977 | |||
| Variance | 0.6363 | |||
| Information Ratio | (0.02) | |||
| Jensen Alpha | 0.0012 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.02) | |||
| Treynor Ratio | 0.0812 | |||
| Maximum Drawdown | 4.15 | |||
| Value At Risk | (1.27) | |||
| Potential Upside | 1.26 | |||
| Downside Variance | 0.6969 | |||
| Semi Variance | 0.5473 | |||
| Expected Short fall | (0.63) | |||
| Skewness | 0.0828 | |||
| Kurtosis | 0.9243 |
Proxy Voting Where Backtested Returns
At this stage we consider Proxy Mutual Fund to be very steady. Proxy Voting Where maintains Sharpe Ratio (i.e., Efficiency) of 0.0993, which implies the entity had a 0.0993 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Proxy Voting Where, which you can use to evaluate the volatility of the fund. Please check Proxy Voting's Coefficient Of Variation of 1063.78, risk adjusted performance of 0.0756, and Semi Deviation of 0.7398 to confirm if the risk estimate we provide is consistent with the expected return of 0.0807%. The fund holds a Beta of 0.8, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Proxy Voting's returns are expected to increase less than the market. However, during the bear market, the loss of holding Proxy Voting is expected to be smaller as well.
Auto-correlation | -0.33 |
Poor reverse predictability
Proxy Voting Where Does Your Fund Manager Stand On Esg Issuesaspx has poor reverse predictability. Overlapping area represents the amount of predictability between Proxy Voting time series from 10th of November 2025 to 25th of December 2025 and 25th of December 2025 to 8th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Proxy Voting Where price movement. The serial correlation of -0.33 indicates that nearly 33.0% of current Proxy Voting price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.33 | |
| Spearman Rank Test | -0.18 | |
| Residual Average | 0.0 | |
| Price Variance | 0.02 |
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
| Competition |
Based on the recorded statements, Proxy Voting Where Does Your Fund Manager Stand On Esg Issuesaspx has a Net Asset of 45.72 M. This is much higher than that of the Ancora family and significantly higher than that of the Large Value category. The net asset for all United States funds is notably lower than that of the firm.
Proxy Voting Where Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Proxy Voting's current stock value. Our valuation model uses many indicators to compare Proxy Voting value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Proxy Voting competition to find correlations between indicators driving Proxy Voting's intrinsic value. More Info.Proxy Voting Where Does Your Fund Manager Stand On Esg Issuesaspx is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 30.49 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 Proxy Voting's earnings, one of the primary drivers of an investment's value.Proxy Net Asset Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Proxy Voting's direct or indirect competition against its Net Asset to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Proxy Voting could also be used in its relative valuation, which is a method of valuing Proxy Voting by comparing valuation metrics of similar companies.Proxy Voting is currently under evaluation in net asset among similar funds.
Proxy Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Proxy Voting's current stock value. Our valuation model uses many indicators to compare Proxy Voting value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Proxy Voting competition to find correlations between indicators driving Proxy Voting's intrinsic value. More Info.Proxy Voting Where Does Your Fund Manager Stand On Esg Issuesaspx is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 30.49 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 Proxy Voting's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Proxy Voting
The fund invests 99.67% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.33%) .Asset allocation divides Proxy Voting's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Proxy Fundamentals
| Total Asset | 45.72 M | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 0.31 % | ||||
| One Year Return | (2.72) % | ||||
| Three Year Return | 12.44 % | ||||
| Net Asset | 45.72 M | ||||
| Minimum Initial Investment | 5 K | ||||
| Last Dividend Paid | 0.03 | ||||
| Cash Position Weight | 0.33 % | ||||
| Equity Positions Weight | 99.67 % |
About Proxy Voting Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Proxy Voting Where Does Your Fund Manager Stand On Esg Issuesaspx's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Proxy Voting using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Proxy Voting Where Does Your Fund Manager Stand On Esg Issuesaspx based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.Under normal circumstances, at least 80 percent of the assets of the fund will be invested in dividend paying equity securities with attractive dividend growth potential that are selling at discounted valuations at the time of purchase. It will invest predominantly in equity securities of large companies. The Advisor may select companies not domiciled in the U.S. by investing in ADRs limited to 25 percent of the fund.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Proxy Mutual Fund
Proxy Voting financial ratios help investors to determine whether Proxy 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 Proxy with respect to the benefits of owning Proxy Voting security.
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance |