Northern Lights Fund Manager Performance Evaluation
| NTAIX Fund | USD 12.04 0.04 0.33% |
The fund secures a Beta (Market Risk) of 0.83, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Northern Lights' returns are expected to increase less than the market. However, during the bear market, the loss of holding Northern Lights is expected to be smaller as well.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Northern Lights are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Northern Lights is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreNorthern |
Northern Lights Relative Risk vs. Return Landscape
If you would invest 1,131 in Northern Lights on August 27, 2024 and sell it today you would earn a total of 69.00 from holding Northern Lights or generate 6.1% return on investment over 90 days. Northern Lights is currently producing 0.0955% returns and takes up 0.7686% volatility of returns over 90 trading days. Put another way, 6% 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 Lights Current Valuation
Fairly Valued
Today
Please note that Northern Lights' price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Northern Lights secures a last-minute Real Value of $11.87 per share. The latest price of the fund is $12.04. We determine the value of Northern Lights from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Northern Lights is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Northern Mutual Fund. However, Northern Lights' intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 12.04 | Real 11.87 | Hype 12.0 | Naive 11.88 |
The intrinsic value of Northern Lights' stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Northern Lights' stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Northern Lights helps investors to forecast how Northern mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Northern Lights more accurately as focusing exclusively on Northern Lights' fundamentals will not take into account other important factors: Northern Lights Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Northern Lights' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Northern Lights, and traders can use it to determine the average amount a Northern Lights' 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 = 0.1242
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| Cash | NTAIX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.77 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Northern Lights is performing at about 9% 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 Northern Lights by adding it to a well-diversified portfolio.
Northern Lights Fundamentals Growth
Northern Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Northern Lights, and Northern Lights 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.
| Total Asset | 56.16 M | ||||
About Northern Lights Performance
Evaluating Northern Lights' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Northern Lights 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 Northern Lights 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.
Under normal circumstances, the fund invests at least 80 percent of its net assets in U.S. equity and fixed income securities. The adviser defines equity securities as including individual U.S. stocks of any market capitalization, exchange traded funds and mutual funds that primarily invest in equity securities, and futures, options, and swaps on equity securities and indices. The fund may invest in debt securities of any maturity or credit quality, including those rated below investment grade .Things to note about Northern Lights performance evaluation
Checking the ongoing alerts about Northern Lights for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Northern Lights help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 28.47% of its assets in cash |
- Analyzing Northern Lights' 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 Lights' stock is overvalued or undervalued compared to its peers.
- Examining Northern Lights' 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 Lights' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Northern Lights' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Northern Lights' mutual fund. These opinions can provide insight into Northern Lights' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Northern Mutual Fund
Northern Lights financial ratios help investors to determine whether Northern 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 Northern with respect to the benefits of owning Northern Lights security.
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