Newfound Risk Managed Manager Performance
The fund secures a Beta (Market Risk) of 0.0, which conveys not very significant fluctuations relative to the market. the returns on MARKET and Newfound Risk are completely uncorrelated.
Risk-Adjusted Performance
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Over the last 90 days Newfound Risk Managed has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Newfound Risk is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of August 2022 | |
| Expense Ratio | 1.3700 |
Newfound |
Newfound Risk Relative Risk vs. Return Landscape
If you would invest (100.00) in Newfound Risk Managed on October 6, 2025 and sell it today you would earn a total of 100.00 from holding Newfound Risk Managed or generate -100.0% return on investment over 90 days. Newfound Risk Managed is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Newfound, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Newfound Risk Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Newfound Risk's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Newfound Risk Managed, and traders can use it to determine the average amount a Newfound Risk'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 = 0.0
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| NFDIX |
Based on monthly moving average Newfound Risk is not performing at its full potential. However, 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 Newfound Risk by adding Newfound Risk to a well-diversified portfolio.
Newfound Risk Fundamentals Growth
Newfound Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Newfound Risk, and Newfound Risk fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Newfound Mutual Fund performance.
Things to note about Newfound Risk Managed performance evaluation
Checking the ongoing alerts about Newfound Risk for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Newfound Risk Managed help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Newfound Risk is not yet fully synchronised with the market data | |
| Newfound Risk has some characteristics of a very speculative penny stock | |
| Newfound Risk has a very high chance of going through financial distress in the upcoming years | |
| The fund generated three year return of -1.0% | |
| Newfound Risk Managed maintains 97.06% of its assets in stocks |
- Analyzing Newfound Risk'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 Newfound Risk's stock is overvalued or undervalued compared to its peers.
- Examining Newfound Risk'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 Newfound Risk's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Newfound Risk's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Newfound Risk's mutual fund. These opinions can provide insight into Newfound Risk's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Correlation Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Sign In To Macroaxis module to sign in to explore Macroaxis' wealth optimization platform and fintech modules.
Other Consideration for investing in Newfound Mutual Fund
If you are still planning to invest in Newfound Risk Managed 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 Newfound Risk's history and understand the potential risks before investing.
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