Quaker Investment Trust Etf Fundamentals
| OWNS Etf | USD 17.22 0.14 0.82% |
Quaker Investment Trust fundamentals help investors to digest information that contributes to Quaker Investment's financial success or failures. It also enables traders to predict the movement of Quaker Etf. The fundamental analysis module provides a way to measure Quaker Investment'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 Quaker Investment etf.
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Quaker Investment Trust ETF Beta Analysis
Quaker Investment's Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
Current Quaker Investment Beta | 1.05 |
Most of Quaker Investment's fundamental indicators, such as Beta, 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, Quaker Investment Trust is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
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In accordance with the recently published financial statements, Quaker Investment Trust has a Beta of 1.05. This is much higher than that of the Impact Shares family and significantly higher than that of the Intermediate Government category. The beta for all United States etfs is notably lower than that of the firm.
Quaker Beta Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Quaker Investment's direct or indirect competition against its Beta to detect undervalued stocks with similar characteristics or determine the etfs which would be a good addition to a portfolio. Peer analysis of Quaker Investment could also be used in its relative valuation, which is a method of valuing Quaker Investment by comparing valuation metrics of similar companies.Quaker Investment is currently under evaluation in beta as compared to similar ETFs.
Quaker Investment returns are very sensitive to returns on the market. As the market goes up or down, Quaker Investment is expected to follow.
Quaker Fundamentals
| Beta | 1.05 | |||
| Total Asset | 90.15 M | |||
| One Year Return | 6.60 % | |||
| Three Year Return | (1.80) % | |||
| Net Asset | 90.15 M |
About Quaker Investment Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Quaker Investment Trust's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Quaker Investment using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Quaker Investment Trust 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.Under normal circumstances, the fund will invest at least 80 percent of its net assets in mortgage-backed securities backed by pools of mortgage loans that the funds Sub-Adviser believes were made to minority families, low-income families, andor families that live in persistent poverty areas. Impact Shares is traded on NYSEARCA Exchange in the United States.
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Check out Quaker Investment Piotroski F Score and Quaker Investment Altman Z Score analysis. You can also try the Stocks Directory module to find actively traded stocks across global markets.
The market value of Quaker Investment Trust is measured differently than its book value, which is the value of Quaker that is recorded on the company's balance sheet. Investors also form their own opinion of Quaker Investment's value that differs from its market value or its book value, called intrinsic value, which is Quaker Investment's 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 Quaker Investment's market value can be influenced by many factors that don't directly affect Quaker Investment's 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 Quaker Investment's value and its price as these two are different measures arrived at by different means. Investors typically determine if Quaker Investment is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Quaker Investment's 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.