Sector Rotation Financials
NAVFX Fund | USD 15.00 0.02 0.13% |
Sector |
Please note that past performance is not an indicator of the future performance of Sector Rotation, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Sector Rotation Fund Summary
Sector Rotation competes with Amana Income, Amana Income, Amana Developing, and Amana Developing. Under normal circumstances, the fund invests in shares of exchange-traded funds . An ETF is an open-end investment company that holds a portfolio of investments designed to track a particular market segment or underlying index. In seeking to achieve the funds investment objectives, the Advisor may allocate fund assets among equity ETFs representing various domestic and foreign markets, regions and countries. The fund may invest in ETFs that hold foreign securities and American Depositary Receipts but will not invest in emerging market securities to a significant extent.Specialization | Large Growth, Large Blend |
Instrument | USA Mutual Fund View All |
Exchange | NMFQS Exchange |
Business Address | Starboard Investment Trust |
Mutual Fund Family | Nottingham |
Mutual Fund Category | Large Growth |
Benchmark | NYSE Composite |
Phone | 800 773 3863 |
Currency | USD - US Dollar |
Sector Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Sector Rotation's current stock value. Our valuation model uses many indicators to compare Sector Rotation value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Sector Rotation competition to find correlations between indicators driving Sector Rotation's intrinsic value. More Info.The Sector Rotation is number one fund in price to earning among similar funds. It is number one fund in price to book among similar funds fabricating about 0.15 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for The Sector Rotation is roughly 6.73 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Sector Rotation by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Sector Rotation'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 Sector Rotation's earnings, one of the primary drivers of an investment's value.Sector Rotation Systematic Risk
Sector Rotation's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Sector Rotation volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Sector Rotation correlated with the market. If Beta is less than 0 Sector Rotation generally moves in the opposite direction as compared to the market. If Sector Rotation Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Sector Rotation is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Sector Rotation is generally in the same direction as the market. If Beta > 1 Sector Rotation moves generally in the same direction as, but more than the movement of the benchmark.
Sector Rotation April 24, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Sector Rotation help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of The Sector Rotation. We use our internally-developed statistical techniques to arrive at the intrinsic value of The Sector Rotation based on widely used predictive technical indicators. In general, we focus on analyzing Sector Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Sector Rotation's daily price indicators and compare them against related drivers.
Downside Deviation | 0.7999 | |||
Information Ratio | (0.02) | |||
Maximum Drawdown | 3.45 | |||
Value At Risk | (1.19) | |||
Potential Upside | 1.42 |
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in The Sector Rotation. 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 census. Note that the Sector Rotation information on this page should be used as a complementary analysis to other Sector Rotation'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 Global Correlations module to find global opportunities by holding instruments from different markets.