Vela Large Cap Fund Key Fundamental Indicators
| VELIX Fund | USD 17.22 0.04 0.23% |
As of the 11th of February 2026, Vela Large has the Coefficient Of Variation of 559.34, risk adjusted performance of 0.1444, and Semi Deviation of 0.1748. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Vela Large Cap, as well as the relationship between them.
Vela Large'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 Vela Large's valuation are provided below:Vela Large Cap does not presently have any fundamental trend indicators 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. Vela |
Vela Large '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 Vela Large'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 Vela Large.
| 11/13/2025 |
| 02/11/2026 |
If you would invest 0.00 in Vela Large on November 13, 2025 and sell it all today you would earn a total of 0.00 from holding Vela Large Cap or generate 0.0% return on investment in Vela Large over 90 days. Vela Large is related to or competes with Vela Short, Vela International, Vela Small, Vela Small, Vela Income, and Vela Income. The fund, under normal market conditions, invests at least 80 percent of its net assets in long and short positions in U... More
Vela Large 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 Vela Large'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 Vela Large Cap upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.4925 | |||
| Information Ratio | 0.0775 | |||
| Maximum Drawdown | 7.39 | |||
| Value At Risk | (0.70) | |||
| Potential Upside | 1.06 |
Vela Large Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vela Large's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Vela Large's standard deviation. In reality, there are many statistical measures that can use Vela Large historical prices to predict the future Vela Large's volatility.| Risk Adjusted Performance | 0.1444 | |||
| Jensen Alpha | 0.1014 | |||
| Total Risk Alpha | 0.0591 | |||
| Sortino Ratio | 0.1441 | |||
| Treynor Ratio | 0.243 |
Vela Large February 11, 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 | 0.1444 | |||
| Market Risk Adjusted Performance | 0.253 | |||
| Mean Deviation | 0.5551 | |||
| Semi Deviation | 0.1748 | |||
| Downside Deviation | 0.4925 | |||
| Coefficient Of Variation | 559.34 | |||
| Standard Deviation | 0.9151 | |||
| Variance | 0.8373 | |||
| Information Ratio | 0.0775 | |||
| Jensen Alpha | 0.1014 | |||
| Total Risk Alpha | 0.0591 | |||
| Sortino Ratio | 0.1441 | |||
| Treynor Ratio | 0.243 | |||
| Maximum Drawdown | 7.39 | |||
| Value At Risk | (0.70) | |||
| Potential Upside | 1.06 | |||
| Downside Variance | 0.2426 | |||
| Semi Variance | 0.0305 | |||
| Expected Short fall | (0.70) | |||
| Skewness | 3.8 | |||
| Kurtosis | 23.07 |
Vela Large Cap Backtested Returns
At this stage we consider Vela Mutual Fund to be very steady. Vela Large Cap owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.17, which indicates the fund had a 0.17 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Vela Large Cap, which you can use to evaluate the volatility of the fund. Please validate Vela Large's Coefficient Of Variation of 559.34, semi deviation of 0.1748, and Risk Adjusted Performance of 0.1444 to confirm if the risk estimate we provide is consistent with the expected return of 0.16%. The entity has a beta of 0.63, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Vela Large's returns are expected to increase less than the market. However, during the bear market, the loss of holding Vela Large is expected to be smaller as well.
Auto-correlation | 0.10 |
Insignificant predictability
Vela Large Cap has insignificant predictability. Overlapping area represents the amount of predictability between Vela Large time series from 13th of November 2025 to 28th of December 2025 and 28th of December 2025 to 11th 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 Vela Large Cap price movement. The serial correlation of 0.1 indicates that less than 10.0% of current Vela Large price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.1 | |
| Spearman Rank Test | 0.04 | |
| Residual Average | 0.0 | |
| Price Variance | 0.01 |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
| Competition |
In accordance with the recently published financial statements, Vela Large Cap has an Annual Yield of 0.0126%. This is much higher than that of the VELA Funds family and significantly higher than that of the Large Blend category. The annual yield for all United States funds is notably lower than that of the firm.
Vela Large Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Vela Large's current stock value. Our valuation model uses many indicators to compare Vela Large value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Vela Large competition to find correlations between indicators driving Vela Large's intrinsic value. More Info.Vela Large Cap is rated fourth in annual yield among similar funds. It is rated below average in net asset among similar funds making up about 4,806,311,746 of Net Asset 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 Vela Large's earnings, one of the primary drivers of an investment's value.Vela Annual Yield Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Vela Large's direct or indirect competition against its Annual Yield to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Vela Large could also be used in its relative valuation, which is a method of valuing Vela Large by comparing valuation metrics of similar companies.Vela Large is rated third in annual yield among similar funds.
Vela Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Vela Large's current stock value. Our valuation model uses many indicators to compare Vela Large value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Vela Large competition to find correlations between indicators driving Vela Large's intrinsic value. More Info.Vela Large Cap is rated fourth in annual yield among similar funds. It is rated below average in net asset among similar funds making up about 4,806,311,746 of Net Asset 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 Vela Large's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Vela Large
The fund consists of 94.16% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Vela Large'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.
Vela Fundamentals
| Total Asset | 28.75 M | ||||
| Annual Yield | 0.01 % | ||||
| Net Asset | 60.56 M | ||||
| Minimum Initial Investment | 2.5 K | ||||
| Last Dividend Paid | 0.01 | ||||
| Cash Position Weight | 5.85 % | ||||
| Equity Positions Weight | 94.16 % |
About Vela Large Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Vela Large Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Vela Large using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Vela Large Cap 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, under normal market conditions, invests at least 80 percent of its net assets in long and short positions in U.S. equity securities with large market capitalizations. Equity securities consist of common and preferred stocks. Under normal market conditions, the adviser intends to maintain its net exposure in the range of 80 percent - 100 percent . However, the long and short positions held by the fund will vary in size as market opportunities change.
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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 Vela Mutual Fund
Vela Large financial ratios help investors to determine whether Vela 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 Vela with respect to the benefits of owning Vela Large security.
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