Anfield Universal Fixed Fund Key Fundamental Indicators
| AFLEX Fund | USD 8.98 0.01 0.11% |
As of the 16th of February 2026, Anfield Universal shows the mean deviation of 0.0537, and Risk Adjusted Performance of 0.1769. Anfield Universal Fixed technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the entity's future prices.
Anfield Universal'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 Anfield Universal's valuation are provided below:Anfield Universal Fixed does not presently have any fundamental signals 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. Anfield |
Anfield Universal '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 Anfield Universal'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 Anfield Universal.
| 11/18/2025 |
| 02/16/2026 |
If you would invest 0.00 in Anfield Universal on November 18, 2025 and sell it all today you would earn a total of 0.00 from holding Anfield Universal Fixed or generate 0.0% return on investment in Anfield Universal over 90 days. Anfield Universal is related to or competes with Harbor Large, American Mutual, Fidelity Series, Tax-managed, Aqr Large, and Touchstone Large. The fund normally invests at least 80 percent of its net assets, including any borrowings for investment purposes, in a ... More
Anfield Universal 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 Anfield Universal'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 Anfield Universal Fixed upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.1231 | |||
| Information Ratio | (0.69) | |||
| Maximum Drawdown | 0.226 | |||
| Value At Risk | (0.11) | |||
| Potential Upside | 0.1129 |
Anfield Universal Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Anfield Universal's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Anfield Universal's standard deviation. In reality, there are many statistical measures that can use Anfield Universal historical prices to predict the future Anfield Universal's volatility.| Risk Adjusted Performance | 0.1769 | |||
| Jensen Alpha | 0.0124 | |||
| Total Risk Alpha | 0.0089 | |||
| Sortino Ratio | (0.37) | |||
| Treynor Ratio | 0.5646 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Anfield Universal's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Anfield Universal February 16, 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 | 0.1769 | |||
| Market Risk Adjusted Performance | 0.5746 | |||
| Mean Deviation | 0.0537 | |||
| Downside Deviation | 0.1231 | |||
| Coefficient Of Variation | 280.66 | |||
| Standard Deviation | 0.0669 | |||
| Variance | 0.0045 | |||
| Information Ratio | (0.69) | |||
| Jensen Alpha | 0.0124 | |||
| Total Risk Alpha | 0.0089 | |||
| Sortino Ratio | (0.37) | |||
| Treynor Ratio | 0.5646 | |||
| Maximum Drawdown | 0.226 | |||
| Value At Risk | (0.11) | |||
| Potential Upside | 0.1129 | |||
| Downside Variance | 0.0152 | |||
| Semi Variance | (0.02) | |||
| Expected Short fall | (0.11) | |||
| Skewness | (0.1) | |||
| Kurtosis | (0.36) |
Anfield Universal Fixed Backtested Returns
At this stage we consider Anfield Mutual Fund to be very steady. Anfield Universal Fixed secures Sharpe Ratio (or Efficiency) of 0.41, which signifies that the fund had a 0.41 % return per unit of standard deviation over the last 3 months. We have found twenty-six technical indicators for Anfield Universal Fixed, which you can use to evaluate the volatility of the entity. Please confirm Anfield Universal's risk adjusted performance of 0.1769, and Mean Deviation of 0.0537 to double-check if the risk estimate we provide is consistent with the expected return of 0.0276%. The fund shows a Beta (market volatility) of 0.0245, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Anfield Universal's returns are expected to increase less than the market. However, during the bear market, the loss of holding Anfield Universal is expected to be smaller as well.
Auto-correlation | 0.94 |
Excellent predictability
Anfield Universal Fixed has excellent predictability. Overlapping area represents the amount of predictability between Anfield Universal time series from 18th of November 2025 to 2nd of January 2026 and 2nd of January 2026 to 16th 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 Anfield Universal Fixed price movement. The serial correlation of 0.94 indicates that approximately 94.0% of current Anfield Universal price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.94 | |
| Spearman Rank Test | 0.99 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
In accordance with the company's disclosures, Anfield Universal Fixed has a Year To Date Return of 0.4609%. This is much higher than that of the Anfield family and significantly higher than that of the Nontraditional Bond category. The year to date return for all United States funds is notably lower than that of the firm.
Anfield Universal Fixed Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Anfield Universal's current stock value. Our valuation model uses many indicators to compare Anfield Universal value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Anfield Universal competition to find correlations between indicators driving Anfield Universal's intrinsic value. More Info.Anfield Universal Fixed is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.68 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Anfield Universal Fixed is roughly 1.47 . 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 Anfield Universal's earnings, one of the primary drivers of an investment's value.Anfield Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Anfield Universal's direct or indirect competition against its Year To Date Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Anfield Universal could also be used in its relative valuation, which is a method of valuing Anfield Universal by comparing valuation metrics of similar companies.Anfield Universal is currently under evaluation in year to date return among similar funds.
Anfield Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Anfield Universal's current stock value. Our valuation model uses many indicators to compare Anfield Universal value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Anfield Universal competition to find correlations between indicators driving Anfield Universal's intrinsic value. More Info.Anfield Universal Fixed is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.68 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Anfield Universal Fixed is roughly 1.47 . 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 Anfield Universal's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Anfield Universal
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in stocks, cash and bonds.Asset allocation divides Anfield Universal'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.
Anfield Fundamentals
| Price To Earning | 7.97 X | ||||
| Price To Book | 5.41 X | ||||
| Price To Sales | 1.05 X | ||||
| Total Asset | 540 K | ||||
| Annual Yield | 0.03 % | ||||
| Year To Date Return | 0.46 % | ||||
| One Year Return | 5.86 % | ||||
| Three Year Return | 6.05 % | ||||
| Five Year Return | 2.81 % | ||||
| Net Asset | 154.74 M | ||||
| Last Dividend Paid | 0.02 | ||||
| Cash Position Weight | 4.33 % | ||||
| Equity Positions Weight | 0.06 % | ||||
| Bond Positions Weight | 19.55 % |
About Anfield Universal Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Anfield Universal Fixed's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Anfield Universal using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Anfield Universal Fixed 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.The fund normally invests at least 80 percent of its net assets, including any borrowings for investment purposes, in a diversified portfolio of fixed income instruments. The principal investments of the fund include corporate bonds, U.S. government and agency securities, master-limited partnerships , preferred securities, private debt, foreign sovereign bonds, convertible securities, bank loans, mortgage-backed securities, and cash equivalent instruments.
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 Anfield Mutual Fund
Anfield Universal financial ratios help investors to determine whether Anfield 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 Anfield with respect to the benefits of owning Anfield Universal security.
| Portfolio Anywhere Track or share privately all of your investments from the convenience of any device | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments |