Apollo Tactical Five Year Return vs. Beta
| AIFDelisted Fund | USD 14.82 0.04 0.27% |
For Apollo Tactical profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Apollo Tactical to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Apollo Tactical Income utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Apollo Tactical's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Apollo Tactical Income over time as well as its relative position and ranking within its peers.
Apollo |
Apollo Tactical Income Beta vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Apollo Tactical's current stock value. Our valuation model uses many indicators to compare Apollo Tactical value to that of its competitors to determine the firm's financial worth. Apollo Tactical Income is rated below average in five year return among similar funds. It is fifth largest fund in beta among similar funds totaling about 0.11 of Beta per Five Year Return. The ratio of Five Year Return to Beta for Apollo Tactical Income is roughly 9.15 . Comparative valuation analysis is a catch-all technique that is used if you cannot value Apollo Tactical by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.Apollo Beta vs. Five Year Return
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Apollo Tactical |
| = | 5.49 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
Apollo Tactical |
| = | 0.6 |
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
Apollo Beta Comparison
Apollo Tactical is currently under evaluation in beta among similar funds.
Beta Analysis
As returns on the market increase, Apollo Tactical's returns are expected to increase less than the market. However, during the bear market, the loss of holding Apollo Tactical is expected to be smaller as well.
Apollo Tactical Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Apollo Tactical, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Apollo Tactical will eventually generate negative long term returns. The profitability progress is the general direction of Apollo Tactical's change in net profit over the period of time. It can combine multiple indicators of Apollo Tactical, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Apollo Tactical Income Fund Inc. is a closed-ended fixed income fund launched and managed by Apollo Credit Management, LLC. Apollo Tactical Income Fund Inc. was formed on February 25, 2013 and is domiciled in the United States. Apollo Tacticalome is traded on New York Stock Exchange in the United States.
Apollo Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Apollo Tactical. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Apollo Tactical position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Apollo Tactical's important profitability drivers and their relationship over time.
Use Apollo Tactical in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Apollo Tactical position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Apollo Tactical will appreciate offsetting losses from the drop in the long position's value.Apollo Tactical Pair Trading
Apollo Tactical Income Pair Trading Analysis
The ability to find closely correlated positions to Apollo Tactical could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Apollo Tactical when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Apollo Tactical - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Apollo Tactical Income to buy it.
The correlation of Apollo Tactical is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Apollo Tactical moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Apollo Tactical Income moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Apollo Tactical can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Apollo Tactical position
In addition to having Apollo Tactical in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Sports Thematic Idea Now
Sports
Companies in sporting activities arena as well as manufacturers of sporting goods and sport retailers. The Sports theme has 25 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Sports Theme or any other thematic opportunities.
| View All Next | Launch |
Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Stock Screener module to find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook..
Other Consideration for investing in Apollo Fund
If you are still planning to invest in Apollo Tactical 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 Apollo Tactical's history and understand the potential risks before investing.
| Global Markets Map Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes | |
| Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges | |
| Fundamental Analysis View fundamental data based on most recent published financial statements |