Acuitas International Small Fund Fundamentals
Acuitas International Small fundamentals help investors to digest information that contributes to Acuitas International's financial success or failures. It also enables traders to predict the movement of Acuitas Mutual Fund. The fundamental analysis module provides a way to measure Acuitas International's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Acuitas International mutual fund.
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Acuitas International Small Mutual Fund Three Year Return Analysis
Acuitas International's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Acuitas International Three Year Return | (8.83) % |
Most of Acuitas International's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Acuitas International Small is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
CompetitionBased on the latest financial disclosure, Acuitas International Small has a Three Year Return of -8.83%. This is much lower than that of the Acuitas Investments family and significantly lower than that of the Foreign Small/Mid Blend category. The three year return for all United States funds is notably higher than that of the company.
Acuitas International Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Acuitas International's current stock value. Our valuation model uses many indicators to compare Acuitas International value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Acuitas International competition to find correlations between indicators driving Acuitas International's intrinsic value. More Info.Acuitas International Small is the top fund in price to earning among similar funds. It is the top fund in price to book among similar funds fabricating about 0.09 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Acuitas International Small is roughly 10.77 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Acuitas International by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Acuitas International's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Acuitas International's earnings, one of the primary drivers of an investment's value.Acuitas Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Acuitas International's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Acuitas International could also be used in its relative valuation, which is a method of valuing Acuitas International by comparing valuation metrics of similar companies.Acuitas International is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for Acuitas International
The fund consists of 90.02% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Acuitas International's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Acuitas Fundamentals
| Price To Earning | 12.92 X | |||
| Price To Book | 1.20 X | |||
| Price To Sales | 0.59 X | |||
| Total Asset | 758.58 K | |||
| One Year Return | (20.78) % | |||
| Three Year Return | (8.83) % | |||
| Five Year Return | (4.16) % | |||
| Net Asset | 758.58 K | |||
| Minimum Initial Investment | 100 K | |||
| Last Dividend Paid | 0.05 | |||
| Cash Position Weight | 9.16 % | |||
| Equity Positions Weight | 90.02 % |
Pair Trading with Acuitas International
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 Acuitas International 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 Acuitas International will appreciate offsetting losses from the drop in the long position's value.The ability to find closely correlated positions to Emerson Electric could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Emerson Electric 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 Emerson Electric - 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 Emerson Electric to buy it.
The correlation of Emerson Electric 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 Emerson Electric moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Emerson Electric 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 Emerson Electric 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.Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators. Note that the Acuitas International information on this page should be used as a complementary analysis to other Acuitas International's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.
Other Consideration for investing in Acuitas Mutual Fund
If you are still planning to invest in Acuitas International 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 Acuitas International's history and understand the potential risks before investing.
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