Equity Income Fund Manager Performance
The fund shows a Beta (market volatility) of 0.0, which means not very significant fluctuations relative to the market. the returns on MARKET and Equity Income are completely uncorrelated.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Equity Income Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Equity Income is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreEquity |
Equity Income Relative Risk vs. Return Landscape
If you would invest (100.00) in Equity Income Fund on November 22, 2025 and sell it today you would earn a total of 100.00 from holding Equity Income Fund or generate -100.0% return on investment over 90 days. Equity Income Fund 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 Equity, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Equity Income Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Equity Income for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Equity Income can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Equity Income is not yet fully synchronised with the market data | |
| Equity Income has some characteristics of a very speculative penny stock | |
| Equity Income has a very high chance of going through financial distress in the upcoming years | |
| The fund maintains 98.05% of its assets in stocks |
Equity Income Fundamentals Growth
Equity Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Equity Income, and Equity Income 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 Equity Mutual Fund performance.
| Price To Earning | 18.86 X | |||
| Price To Book | 2.39 X | |||
| Price To Sales | 1.62 X | |||
| Total Asset | 10.7 B | |||
Things to note about Equity Income performance evaluation
Checking the ongoing alerts about Equity Income for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Equity Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Equity Income is not yet fully synchronised with the market data | |
| Equity Income has some characteristics of a very speculative penny stock | |
| Equity Income has a very high chance of going through financial distress in the upcoming years | |
| The fund maintains 98.05% of its assets in stocks |
- Analyzing Equity Income'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 Equity Income's stock is overvalued or undervalued compared to its peers.
- Examining Equity Income'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 Equity Income's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Equity Income's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Equity Income's mutual fund. These opinions can provide insight into Equity Income's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Equity Center 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 employment. You can also try the Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.
Other Consideration for investing in Equity Mutual Fund
If you are still planning to invest in Equity Income 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 Equity Income's history and understand the potential risks before investing.
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