Altegris Crabel Multi Strategy Fund Fundamentals
| CMSIX Fund | USD 9.60 0.00 0.00% |
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.
Altegris |
Altegris Crabel Multi Strategy Mutual Fund Three Year Return Analysis
Altegris Crabel's 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 Altegris Crabel Three Year Return | 0.48 % |
Most of Altegris Crabel's 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, Altegris Crabel Multi Strategy 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, Altegris Crabel Multi Strategy has a Three Year Return of 0.48%. This is 93.2% lower than that of the Altegris family and significantly higher than that of the Multistrategy category. The three year return for all United States funds is notably lower than that of the firm.
Altegris Crabel Multi Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Altegris Crabel's current stock value. Our valuation model uses many indicators to compare Altegris Crabel value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Altegris Crabel competition to find correlations between indicators driving Altegris Crabel's intrinsic value. More Info.Altegris Crabel Multi Strategy 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 2.04 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 Altegris Crabel's earnings, one of the primary drivers of an investment's value.Altegris Three Year 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 Three Year 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 three year 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 | 0.73 % | ||||
| Year To Date Return | 1.49 % | ||||
| One Year Return | 0.83 % | ||||
| Three Year Return | 0.48 % | ||||
| Net Asset | 15.91 M | ||||
| Last Dividend Paid | 0.07 | ||||
| Holdings Turnover | 88.00 % | ||||
| Cash Position Weight | 35.28 % | ||||
| Equity Positions Weight | 28.75 % | ||||
| Bond Positions Weight | 18.64 % |
About Altegris Crabel Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Altegris Crabel Multi Strategy's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Altegris Crabel using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Altegris Crabel Multi Strategy 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 adviser seeks to achieve the funds investment objective by allocating its assets among multiple investment strategies, with a goal of delivering an all weather solution that has the potential to provide positive returns in all market environments. The adviser will execute a portion of the Tactical Futures strategy by investing up to 25 percent of the funds total assets in a wholly-owned and controlled subsidiary . The fund is non-diversified.
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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.Other Information on Investing in Altegris Mutual Fund
Altegris Crabel financial ratios help investors to determine whether Altegris 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 Altegris with respect to the benefits of owning Altegris Crabel security.
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