Cavalier Investments Etf Three Year Return
| AHHX Etf | USD 8.33 0.00 0.00% |
Cavalier Investments fundamentals help investors to digest information that contributes to Cavalier Investments' financial success or failures. It also enables traders to predict the movement of Cavalier Etf. The fundamental analysis module provides a way to measure Cavalier Investments' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Cavalier Investments etf.
Cavalier |
Cavalier Investments ETF Three Year Return Analysis
Cavalier Investments' Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Cavalier Investments Three Year Return | (2.49) % |
Most of Cavalier Investments' fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Cavalier Investments is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
CompetitionBased on the latest financial disclosure, Cavalier Investments has a Three Year Return of -2.49%. This is much lower than that of the Adaptive ETF family and significantly lower than that of the High Yield Bond category. The three year return for all United States etfs is notably higher than that of the company.
Cavalier Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Cavalier Investments' direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the etfs which would be a good addition to a portfolio. Peer analysis of Cavalier Investments could also be used in its relative valuation, which is a method of valuing Cavalier Investments by comparing valuation metrics of similar companies.Cavalier Investments is rated below average in three year return as compared to similar ETFs.
Fund Asset Allocation for Cavalier Investments
The fund invests 25.05% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (8.01%) and various exotic instruments.Asset allocation divides Cavalier Investments' 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 to buy 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 buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Cavalier Fundamentals
| Beta | 1.23 | |||
| Total Asset | 34.35 M | |||
| Annual Yield | 0 % | |||
| One Year Return | (16.57) % | |||
| Three Year Return | (2.49) % | |||
| Five Year Return | (0.32) % | |||
| Ten Year Return | 2.41 % | |||
| Net Asset | 34.35 M | |||
| Equity Positions Weight | 25.05 % | |||
| Bond Positions Weight | 8.01 % |
About Cavalier Investments Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Cavalier Investments's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Cavalier Investments using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Cavalier Investments based on its fundamental data. In general, a quantitative approach, as applied to this etf, 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.
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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.When determining whether Cavalier Investments offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Cavalier Investments' financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Cavalier Investments Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Cavalier Investments Etf:Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in rate. You can also try the Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.
The market value of Cavalier Investments is measured differently than its book value, which is the value of Cavalier that is recorded on the company's balance sheet. Investors also form their own opinion of Cavalier Investments' value that differs from its market value or its book value, called intrinsic value, which is Cavalier Investments' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Cavalier Investments' market value can be influenced by many factors that don't directly affect Cavalier Investments' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Cavalier Investments' value and its price as these two are different measures arrived at by different means. Investors typically determine if Cavalier Investments is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Cavalier Investments' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.