Altegris Crabel Multi Strategy Fund Year To Date Return
Altegris Crabel Multi Strategy fundamentals help investors to digest information that contributes to Altegris Crabel's financial success or failures. It also enables traders to predict the movement of Altegris Mutual Fund. The fundamental analysis module provides a way to measure Altegris Crabel's 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 Altegris Crabel mutual fund.
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Altegris Crabel Multi Strategy Mutual Fund Year To Date Return Analysis
Altegris Crabel's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Altegris Crabel Year To Date Return | 1.48 % |
Most of Altegris Crabel's fundamental indicators, such as Year To Date 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, Altegris Crabel Multi Strategy is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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.
CompetitionIn accordance with the company's disclosures, Altegris Crabel Multi Strategy has a Year To Date Return of 1.48%. This is much higher than that of the Altegris family and significantly higher than that of the Multistrategy category. The year to date return for all United States funds is notably lower than that of the firm.
Altegris Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Altegris Crabel'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 Altegris Crabel could also be used in its relative valuation, which is a method of valuing Altegris Crabel by comparing valuation metrics of similar companies.Altegris Crabel is currently under evaluation in year to date return among similar funds.
Fund Asset Allocation for Altegris Crabel
The fund invests 28.75% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (18.64%) , cash (35.28%) and various exotic instruments.Asset allocation divides Altegris Crabel'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 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.
Altegris Fundamentals
| Annual Yield | 0.23 % | |||
| Year To Date Return | 1.48 % | |||
| One Year Return | (2.49) % | |||
| Three Year Return | (0.89) % | |||
| Net Asset | 15.91 M | |||
| Minimum Initial Investment | 2 K | |||
| Last Dividend Paid | 0.02 | |||
| Holdings Turnover | 88.00 % | |||
| Cash Position Weight | 35.28 % | |||
| Equity Positions Weight | 28.75 % | |||
| Bond Positions Weight | 18.64 % |
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Other Consideration for investing in Altegris Mutual Fund
If you are still planning to invest in Altegris Crabel Multi 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 Altegris Crabel's history and understand the potential risks before investing.
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