Northern Stock Index Fund Manager Performance Evaluation
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 Northern Stock are completely uncorrelated.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Northern Stock Index has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Northern Stock 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 | 29th of July 2022 |
Northern |
Northern Stock Relative Risk vs. Return Landscape
If you would invest (100.00) in Northern Stock Index on January 10, 2025 and sell it today you would earn a total of 100.00 from holding Northern Stock Index or generate -100.0% return on investment over 90 days. Northern Stock Index 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 Northern, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Northern Stock Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Northern Stock's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Northern Stock Index, and traders can use it to determine the average amount a Northern Stock'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
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| NOSIX |
Based on monthly moving average Northern Stock 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 Northern Stock by adding Northern Stock to a well-diversified portfolio.
Northern Stock Fundamentals Growth
Northern Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Northern Stock, and Northern Stock 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 Northern Mutual Fund performance.
| Price To Earning | 19.06 X | ||||
| Price To Book | 2.68 X | ||||
| Price To Sales | 1.87 X | ||||
Things to note about Northern Stock Index performance evaluation
Checking the ongoing alerts about Northern Stock for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Northern Stock Index help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Northern Stock Index is not yet fully synchronised with the market data | |
| Northern Stock Index has some characteristics of a very speculative penny stock | |
| The fund maintains 99.82% of its assets in stocks |
- Analyzing Northern Stock'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 Northern Stock's stock is overvalued or undervalued compared to its peers.
- Examining Northern Stock'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 Northern Stock's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Northern Stock's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Northern Stock's mutual fund. These opinions can provide insight into Northern Stock'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 Equity Valuation module to check real value of public entities based on technical and fundamental data.
Other Tools for Northern Mutual Fund
When running Northern Stock's price analysis, check to measure Northern Stock's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Northern Stock is operating at the current time. Most of Northern Stock's value examination focuses on studying past and present price action to predict the probability of Northern Stock's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Northern Stock's price. Additionally, you may evaluate how the addition of Northern Stock to your portfolios can decrease your overall portfolio volatility.
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas |