Cavalier Multi Strategist Fund Fundamentals
Cavalier Multi Strategist fundamentals help investors to digest information that contributes to Cavalier Multi's financial success or failures. It also enables traders to predict the movement of Cavalier Mutual Fund. The fundamental analysis module provides a way to measure Cavalier Multi'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 Cavalier Multi mutual fund.
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Cavalier Multi Strategist Mutual Fund One Year Return Analysis
Cavalier Multi'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 Cavalier Multi One Year Return | (2.84) % |
Most of Cavalier Multi'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, Cavalier Multi Strategist 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, Cavalier Multi Strategist has an One Year Return of -2.84%. This is much lower than that of the Cavalier family and significantly lower than that of the Tactical Allocation category. The one year return for all United States funds is notably higher than that of the company.
Cavalier Multi Strategist Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Cavalier Multi's current stock value. Our valuation model uses many indicators to compare Cavalier Multi value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Cavalier Multi competition to find correlations between indicators driving Cavalier Multi's intrinsic value. More Info.Cavalier Multi Strategist 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 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Cavalier Multi Strategist is roughly 8.96 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Cavalier Multi by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Cavalier Multi'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 Cavalier Multi's earnings, one of the primary drivers of an investment's value.Cavalier One Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Cavalier Multi'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 Cavalier Multi could also be used in its relative valuation, which is a method of valuing Cavalier Multi by comparing valuation metrics of similar companies.Cavalier Multi is currently under evaluation in one year return among similar funds.
Fund Asset Allocation for Cavalier Multi
The fund consists of 82.94% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.Asset allocation divides Cavalier Multi'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.
Cavalier Fundamentals
| Price To Earning | 18.46 X | |||
| Price To Book | 2.06 X | |||
| Price To Sales | 1.46 X | |||
| Total Asset | 14.54 M | |||
| One Year Return | (2.84) % | |||
| Three Year Return | 3.24 % | |||
| Five Year Return | 2.98 % | |||
| Net Asset | 14.54 M | |||
| Minimum Initial Investment | 1 K | |||
| Last Dividend Paid | 0.17 | |||
| Cash Position Weight | 11.89 % | |||
| Equity Positions Weight | 82.94 % | |||
| Bond Positions Weight | 3.75 % |
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Cavalier Multi in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Cavalier Multi's short interest history, or implied volatility extrapolated from Cavalier Multi options trading.
Pair Trading with Cavalier Multi
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 Cavalier Multi 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 Cavalier Multi will appreciate offsetting losses from the drop in the long position's value.The ability to find closely correlated positions to Pinnacle West could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Pinnacle West 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 Pinnacle West - 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 Pinnacle West Capital to buy it.
The correlation of Pinnacle West 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 Pinnacle West moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Pinnacle West Capital 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 Pinnacle West 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 census. Note that the Cavalier Multi Strategist information on this page should be used as a complementary analysis to other Cavalier Multi'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 File Import module to quickly import all of your third-party portfolios from your local drive in csv format.
Other Consideration for investing in Cavalier Mutual Fund
If you are still planning to invest in Cavalier Multi Strategist 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 Cavalier Multi's history and understand the potential risks before investing.
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