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Benchmark SP 500  1,650   0.91  Index Moved Down -0.06% ...


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Altegris quote and profile

 
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10.22
  
FUND
(0.05)  Macroaxis: -0.49 Down   0.49%  
Last 1 Month(s)
10.3110.45
Advice
 

Diversification Suggestion

Use Altegris to protect against small markets fluctuations. The fund experiences normal downward trend and little activity
Analyze Altegris Futures Evo Trend or Check current 30 days Altegris correlation with market (S&P 500)
1 Month Beta 0.01  
Highest Price:  
Lowest Price:  		10.45  
10.31  		May 20 2013 
May 13 2013 
As returns on market increase, Altegris returns are expected to increase less than the market. However during bear market, the loss on holding Altegris will be expected to be smaller as well.
Altegris Futures Evolution Strategy A Small BetaAltegris Futures Evo Beta Legend
EVOAX United States NASDAQ
Altegris Futures Evolution Strategy A
Altegris
Managed Futures
Benchmark S&P 500
Contact Number: 877. 772. 5838
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
Number of Employees1
Net Asset294.15 M
Last Dividend Paid0.01
 United States Nasdaq   0.97 % Macroaxis: 0.97 Moved Up  
 
 United States Russel   0.00 % No Change  
 United States SP 500   0.06 % Macroaxis: 0.06 Moved Down  
 
 United States NYSE   0.25 % Macroaxis: 0.25 Moved Down  
 
 thisRed EVOAX EVOAX agains markets  0.49 % Macroaxis: 0.49 Moved Down  
 
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Allen Cheng  Money Manager
Fund Manager since October 30, 2011
Mr. Cheng has served as Senior Vice President and Chief Investment Officer of the adviser since July 1, 2010. From August 2008 through June 2010, Mr. Cheng served as Managing Director of Research and Investments for Alte...
More...
    

Altegris Price and Market Media

The median price of Altegris for the period between Wed, Apr 24, 2013 and Fri, May 24, 2013 is 10.37 with a coefficient of variation of 0.42. The daily time series for the period is distributed with a sample standard deviation of 0.04, arithmetic mean of 10.37, and mean deviation of 0.03. The Fund did not receive any noticable media coverage during the period.
Altegris         SP 500
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Altegris Summary

Altegris Futures Evolution Strategy A [EVOAX] is traded in USA and was established in October 30, 2011. The fund is listed under Managed Futures category and is part of Altegris family. This fund currently has accumulated 294.15 M in assets under management (AUM) with minimum initial investment of 2.5 K. Altegris Futures Evolution Strategy A is currently producing year-to-date (YTD) return of 1.34% with the current yeild of 0.3%, while the total return for the last year was -9.17%.
Check Altegris Probability Of Bankruptcy

Fund Instrument Allocation for Altegris

The fund consists of 71.37% investments in fixed income securities, with the rest of funds allocated in stocks, cash and various exotic instruments.
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Past Market
Over 30
Days
5
Out Of
100
 
Chance of
Less
Than
1 %
 
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Altegris Research Report

   
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Altegris vs. MFTAX

Correlation analysis and fundamentals comparison between Altegris Futures Evo and Altegris Managed Fut
Correlation
Fundamentals

Altegris Asset Under Management

Altegris Futures Evolution Strategy A is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Managed Futures category is currently estimated at about 8.29 Billion. Altegris holds roughly 294.15 Million in net asset claiming about 4% of funds under Managed Futures category.
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Altegris Fundamentals

Year to Date Return vs Cash Position Weight
Last Dividend Paid vs One Year Return
Year to Date Return vs Annual Yield
Minimum Initial Investment vs One Year Return

Altegris vs Competition

Altegris vs. Altegris Managed Futures Strategy A
Altegris vs. Altegris Managed Futures Strategy I
Altegris vs. Altegris Managed Futures Strategy C
Altegris vs. MutualHedge Frontier Legends I
Altegris vs. MutualHedge Frontier Legends C
Altegris vs. Natixis ASG Managed Futures Strategy A
Altegris vs. Natixis ASG Managed Futures Strategy Y
Altegris vs. Natixis ASG Managed Futures Strategy C
Altegris vs. Guggenheim Managed Futures Strategy A
Altegris vs. Guggenheim Managed Futures Strategy C

Altegris May 24 2013 Opportunity Range

Downside Deviation0.4791
Information Ratio(0.50)
Maximum Drawdown1.06
Value At Risk(0.58)
Potential Upside0.484
 
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