Evaluator Moderate Financials
| EVMLX Fund | USD 10.13 0.04 0.40% |
Evaluator |
Please note that past performance is not an indicator of the future performance of Evaluator Moderate, 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.
Evaluator Moderate Fund Summary
Evaluator Moderate competes with Evaluator Aggressive, Evaluator Aggressive, Evaluator Conservative, Evaluator Growth, and Evaluator Growth. The fund seeks to achieve its objective by investing in the securities of other unaffiliated investment companies, including open-end funds, ETFs and closed-end funds. It will allocate 30-50 percent of its assets into a variety of underlying funds that focus on investments in fixed income securities that possess varying qualities of credit and duration and in underlying funds that invest in equity securities that have the potential of providing dividends and growth on an annual basis.Specialization | Allocation--50% to 70% Equity, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US98148J7090 |
| Business Address | World Funds Trust |
| Mutual Fund Family | E-Valuator funds |
| Mutual Fund Category | Allocation--50% to 70% Equity |
| Benchmark | NYSE Composite |
| Phone | 888 507 2798 |
| Currency | USD - US Dollar |
Evaluator Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Evaluator Moderate's current stock value. Our valuation model uses many indicators to compare Evaluator Moderate value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Evaluator Moderate competition to find correlations between indicators driving Evaluator Moderate's intrinsic value. More Info.Evaluator Moderate Rms is one of the top funds in annual yield among similar funds. It is one of the top funds in year to date return among similar funds creating about 50.61 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Evaluator Moderate by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Evaluator Moderate'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 Evaluator Moderate's earnings, one of the primary drivers of an investment's value.Evaluator Moderate Rms Systematic Risk
Evaluator Moderate's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Evaluator Moderate 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.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Evaluator Moderate Rms correlated with the market. If Beta is less than 0 Evaluator Moderate generally moves in the opposite direction as compared to the market. If Evaluator Moderate Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Evaluator Moderate Rms is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Evaluator Moderate is generally in the same direction as the market. If Beta > 1 Evaluator Moderate moves generally in the same direction as, but more than the movement of the benchmark.
Evaluator Moderate April 23, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Evaluator Moderate help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Evaluator Moderate Rms. We use our internally-developed statistical techniques to arrive at the intrinsic value of Evaluator Moderate Rms based on widely used predictive technical indicators. In general, we focus on analyzing Evaluator Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Evaluator Moderate's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5846 | |||
| Information Ratio | (0.08) | |||
| Maximum Drawdown | 2.45 | |||
| Value At Risk | (0.70) | |||
| Potential Upside | 0.7042 |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Evaluator Moderate Rms. 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 bureau of economic analysis. You can also try the Stock Screener module to find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook..