Fulcrum Diversified Year To Date Return vs. Net Asset
| FARIX Fund | USD 9.84 0.05 0.51% |
For Fulcrum Diversified profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Fulcrum Diversified to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Fulcrum Diversified Absolute utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Fulcrum Diversified's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Fulcrum Diversified Absolute over time as well as its relative position and ranking within its peers.
Fulcrum |
Fulcrum Diversified Net Asset vs. Year To Date Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Fulcrum Diversified's current stock value. Our valuation model uses many indicators to compare Fulcrum Diversified value to that of its competitors to determine the firm's financial worth. Fulcrum Diversified Absolute is one of the top funds in year to date return among similar funds. It also is one of the top funds in net asset among similar funds making up about 29,728,048 of Net Asset per Year To Date Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Fulcrum Diversified's earnings, one of the primary drivers of an investment's value.Fulcrum Net Asset vs. Year To Date Return
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Fulcrum Diversified |
| = | 8.84 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Fulcrum Diversified |
| = | 262.79 M |
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
Fulcrum Net Asset Comparison
Fulcrum Diversified is currently under evaluation in net asset among similar funds.
Fulcrum Diversified Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Fulcrum Diversified, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Fulcrum Diversified will eventually generate negative long term returns. The profitability progress is the general direction of Fulcrum Diversified's change in net profit over the period of time. It can combine multiple indicators of Fulcrum Diversified, 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.
In seeking to achieve its aim of long-term absolute returns, the fund aims to hold a diversified portfolio and achieve long-term absolute returns in all market conditions over rolling five-year periods, with lower volatility than equity markets and in excess of inflation. The fund implements its strategy by investing globally either directly, or through derivatives, in a broad range of instruments, including, but not limited to, equity, fixed income, currency, commodity, credit derivative and cash instruments.
Fulcrum Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Fulcrum Diversified. 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 Fulcrum Diversified 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 Fulcrum Diversified's important profitability drivers and their relationship over time.
Use Fulcrum Diversified 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 Fulcrum Diversified 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 Fulcrum Diversified will appreciate offsetting losses from the drop in the long position's value.Fulcrum Diversified Pair Trading
Fulcrum Diversified Absolute Pair Trading Analysis
The ability to find closely correlated positions to Fulcrum Diversified could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Fulcrum Diversified 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 Fulcrum Diversified - 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 Fulcrum Diversified Absolute to buy it.
The correlation of Fulcrum Diversified 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 Fulcrum Diversified moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Fulcrum Diversified 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 Fulcrum Diversified 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 Fulcrum Diversified position
In addition to having Fulcrum Diversified 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 Utilities - Regulated Electric Thematic Idea Now
Utilities - Regulated Electric
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Utilities - Regulated Electric theme has 7 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 Utilities - Regulated Electric Theme or any other thematic opportunities.
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Other Information on Investing in Fulcrum Mutual Fund
To fully project Fulcrum Diversified's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Fulcrum Diversified at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Fulcrum Diversified's income statement, its balance sheet, and the statement of cash flows.
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