Cvr Dynamic Allocation Fund Fundamentals
Cvr Dynamic Allocation fundamentals help investors to digest information that contributes to Cvr Dynamic's financial success or failures. It also enables traders to predict the movement of Cvr Mutual Fund. The fundamental analysis module provides a way to measure Cvr Dynamic'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 Cvr Dynamic mutual fund.
Cvr |
Cvr Dynamic Allocation Mutual Fund One Year Return Analysis
Cvr Dynamic's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Cvr Dynamic One Year Return | 6.52 % |
Most of Cvr Dynamic's fundamental indicators, such as One 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, Cvr Dynamic Allocation is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
CompetitionBased on the recorded statements, Cvr Dynamic Allocation has an One Year Return of 6.52%. This is much higher than that of the CVR family and significantly higher than that of the Tactical Allocation category. The one year return for all United States funds is notably lower than that of the firm.
Cvr Dynamic Allocation Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Cvr Dynamic's current stock value. Our valuation model uses many indicators to compare Cvr Dynamic value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Cvr Dynamic competition to find correlations between indicators driving Cvr Dynamic's intrinsic value. More Info.Cvr Dynamic Allocation 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 0.17 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Cvr Dynamic Allocation is roughly 6.05 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Cvr Dynamic by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Cvr Dynamic'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 Cvr Dynamic's earnings, one of the primary drivers of an investment's value.Cvr One Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Cvr Dynamic's direct or indirect competition against its One 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 Cvr Dynamic could also be used in its relative valuation, which is a method of valuing Cvr Dynamic by comparing valuation metrics of similar companies.Cvr Dynamic is currently under evaluation in one year return among similar funds.
Fund Asset Allocation for Cvr Dynamic
The fund consists of 96.02% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Cvr Dynamic'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.
Cvr Fundamentals
| Price To Earning | 17.62 X | |||
| Price To Book | 2.91 X | |||
| Price To Sales | 1.41 X | |||
| Total Asset | 6.18 M | |||
| One Year Return | 6.52 % | |||
| Net Asset | 6.18 M | |||
| Minimum Initial Investment | 5 K | |||
| Last Dividend Paid | 0.04 | |||
| Cash Position Weight | 3.98 % | |||
| Equity Positions Weight | 96.02 % |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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 nation. Note that the Cvr Dynamic Allocation information on this page should be used as a complementary analysis to other Cvr Dynamic'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 Portfolio Dashboard module to portfolio dashboard that provides centralized access to all your investments.
Other Consideration for investing in Cvr Mutual Fund
If you are still planning to invest in Cvr Dynamic Allocation 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 Cvr Dynamic's history and understand the potential risks before investing.
| Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities | |
| Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules |