Equalize Community Development Fund Manager Performance Evaluation
| EQCDX Fund | USD 9.46 0.04 0.42% |
The fund shows a Beta (market volatility) of -0.0121, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Equalize Community are expected to decrease at a much lower rate. During the bear market, Equalize Community is likely to outperform the market.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Equalize Community Development are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Equalize Community is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreEqualize |
Equalize Community Relative Risk vs. Return Landscape
If you would invest 934.00 in Equalize Community Development on January 7, 2025 and sell it today you would earn a total of 12.00 from holding Equalize Community Development or generate 1.28% return on investment over 90 days. Equalize Community Development is currently producing 0.0291% returns and takes up 0.1605% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Equalize, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Equalize Community Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Equalize Community's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Equalize Community Development, and traders can use it to determine the average amount a Equalize Community's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1815
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | EQCDX |
Estimated Market Risk
| 0.16 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 14 86% of assets perform better |
Based on monthly moving average Equalize Community is performing at about 14% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Equalize Community by adding it to a well-diversified portfolio.
About Equalize Community Performance
Evaluating Equalize Community's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Equalize Community has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Equalize Community has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Equalize Community is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Equalize Community performance evaluation
Checking the ongoing alerts about Equalize Community for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Equalize Community help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Equalize Community's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Equalize Community's mutual fund performance include:- Analyzing Equalize Community's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Equalize Community's stock is overvalued or undervalued compared to its peers.
- Examining Equalize Community's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Equalize Community's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Equalize Community's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Equalize Community's mutual fund. These opinions can provide insight into Equalize Community's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Equalize Mutual Fund
Equalize Community financial ratios help investors to determine whether Equalize 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 Equalize with respect to the benefits of owning Equalize Community security.
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