Equinox Campbell Strategy Manager Performance
| EBSCXDelisted Fund | USD 8.81 0.00 0.00% |
The fund shows a Beta (market volatility) of 0.0497, which means not very significant fluctuations relative to the market. As returns on the market increase, Equinox Campbell's returns are expected to increase less than the market. However, during the bear market, the loss of holding Equinox Campbell is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Equinox Campbell Strategy has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Equinox Campbell is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Fifty Two Week Low | 7.58 | |
| Fifty Two Week High | 10.63 |
Equinox |
Equinox Campbell Relative Risk vs. Return Landscape
If you would invest 0.00 in Equinox Campbell Strategy on January 21, 2024 and sell it today you would earn a total of 0.00 from holding Equinox Campbell Strategy or generate 0.0% return on investment over 90 days. Equinox Campbell Strategy is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Equinox, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Equinox Campbell Current Valuation
Overvalued
Today
Please note that Equinox Campbell's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Equinox Campbell Strategy shows a prevailing Real Value of $8.17 per share. The current price of the fund is $8.81. We determine the value of Equinox Campbell Strategy from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Our valuation method for Equinox Campbell Strategy is useful when determining the fair value of the Equinox mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Equinox Campbell. Since Equinox Campbell is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Equinox Mutual Fund. However, Equinox Campbell's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 8.81 | Real 8.17 | Hype 8.81 |
The real value of Equinox Mutual Fund, also known as its intrinsic value, is the underlying worth of Equinox Campbell Strategy Mutual Fund, which is reflected in its stock price. It is based on Equinox Campbell's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Equinox Campbell's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Equinox Campbell's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Equinox Campbell Strategy helps investors to forecast how Equinox mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Equinox Campbell more accurately as focusing exclusively on Equinox Campbell's fundamentals will not take into account other important factors: Equinox Campbell Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Equinox Campbell's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Equinox Campbell Strategy, and traders can use it to determine the average amount a Equinox Campbell's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0
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Based on monthly moving average Equinox Campbell is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Equinox Campbell by adding Equinox Campbell to a well-diversified portfolio.
Equinox Campbell Fundamentals Growth
Equinox Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Equinox Campbell, and Equinox Campbell fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Equinox Mutual Fund performance.
| Total Asset | 756.67 M | |||
About Equinox Campbell Performance
To evaluate Equinox Campbell Strategy Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Equinox Campbell generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Equinox Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Equinox Campbell Strategy market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Equinox's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The fund pursues its investment objective by investing its assets pursuant to the Campbell Systematic Macro Program allocating up to 25 percent of its total assets in its wholly-owned subsidiary, Campbell Systematic Macro Offshore Limited , which is organized under the acts of the Cayman Islands and employs the Advisers Campbell Systematic Macro Program, and allocating the remainder of its assets directly in a portfolio of investment grade securities for cash management purposes. Equinox Campbell is traded on NASDAQ Exchange in the United States.Things to note about Equinox Campbell Strategy performance evaluation
Checking the ongoing alerts about Equinox Campbell for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Equinox Campbell Strategy help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Equinox Campbell is not yet fully synchronised with the market data | |
| Equinox Campbell has a very high chance of going through financial distress in the upcoming years | |
| The fund generated five year return of -2.0% | |
| Equinox Campbell Strategy retains about 139.3% of its assets under management (AUM) in cash |
- Analyzing Equinox Campbell's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Equinox Campbell's stock is overvalued or undervalued compared to its peers.
- Examining Equinox Campbell's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Equinox Campbell's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Equinox Campbell's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Equinox Campbell's mutual fund. These opinions can provide insight into Equinox Campbell's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Investing Opportunities 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 Equinox Campbell Strategy information on this page should be used as a complementary analysis to other Equinox Campbell'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 Stock Tickers module to use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites.
Other Consideration for investing in Equinox Mutual Fund
If you are still planning to invest in Equinox Campbell Strategy 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 Equinox Campbell's history and understand the potential risks before investing.
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