Fulcrum Diversified Net Asset vs. Year To Date Return
| FARYX Fund | USD 9.55 0.01 0.10% |
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 Year To Date Return vs. Net Asset 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 rated below average in net asset among similar funds. It is rated # 4 fund in year to date return among similar funds . The ratio of Net Asset to Year To Date Return for Fulcrum Diversified Absolute is about 163,630,137 . 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 Year To Date Return vs. Net Asset
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.
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 |
| = | 1.61 % |
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.
Fulcrum Year To Date Return Comparison
Fulcrum Diversified is rated # 2 fund in year to date return 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.
Learn to be your own money manager
Our tools can tell you how much better you can do entering a position in Fulcrum Diversified without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
Run Balance Of Power Now
Balance Of PowerCheck stock momentum by analyzing Balance Of Power indicator and other technical ratios |
| All Next | Launch Module |
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 Warren Buffett Holdings Thematic Idea Now
Warren Buffett Holdings
A long-term portfolio of publicly-traded stocks on US exchanges that are owned by Warren Buffett's holding company Berkshire Hathaway. The Warren Buffett Holdings theme has 45 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 Warren Buffett Holdings Theme or any other thematic opportunities.
| View All Next | Launch |
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.
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Top Crypto Exchanges Search and analyze digital assets across top global cryptocurrency exchanges | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences |