Campbell Five Year Return
| EBSAXDelisted Fund | USD 9.55 0.00 0.00% |
Campbell Systematic Macro fundamentals help investors to digest information that contributes to Campbell Systematic's financial success or failures. It also enables traders to predict the movement of Campbell Mutual Fund. The fundamental analysis module provides a way to measure Campbell Systematic'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 Campbell Systematic mutual fund.
Campbell |
Campbell Five Year Return Analysis
Campbell Systematic's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Campbell Systematic Five Year Return | (1.54) % |
Most of Campbell Systematic's fundamental indicators, such as Five 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, Campbell Systematic Macro is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
CompetitionCampbell Systematic Five Year Return Component Assessment
According to the company disclosure, Campbell Systematic Macro has a Five Year Return of -1.54%. This is much lower than that of the Campbell & Company family and significantly lower than that of the Macro Trading category. The five year return for all United States funds is notably higher than that of the company.
Campbell Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Campbell Systematic's direct or indirect competition against its Five 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 Campbell Systematic could also be used in its relative valuation, which is a method of valuing Campbell Systematic by comparing valuation metrics of similar companies.Campbell Systematic is currently under evaluation in five year return among similar funds.
Fund Asset Allocation for Campbell Systematic
The fund invests most of its asset under management in cash, cash equivalents, or other money market funds. .Asset allocation divides Campbell Systematic'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.
Campbell Fundamentals
| Total Asset | 584.7 M | |||
| One Year Return | 9.62 % | |||
| Three Year Return | 3.68 % | |||
| Five Year Return | (1.54) % | |||
| Net Asset | 584.7 M | |||
| Last Dividend Paid | 0.79 | |||
| Cash Position Weight | 139.30 % | |||
| Equity Positions Weight | (16.06) % | |||
| Bond Positions Weight | 9.78 % |
About Campbell Systematic Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Campbell Systematic Macro's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Campbell Systematic using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Campbell Systematic Macro based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.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.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Campbell Systematic without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Pair Trading with Campbell Systematic
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 Campbell Systematic 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 Campbell Systematic will appreciate offsetting losses from the drop in the long position's value.Moving against Campbell Mutual Fund
| - | 0.76 | PQTNX | PIMCO TRENDS Managed | PairCorr | ||
| - | 0.76 | PQTIX | Aa Pimco Tr | PairCorr | ||
| - | 0.76 | PQTAX | PIMCO TRENDS Managed | PairCorr | ||
| - | 0.6 | GPACX | GRANT PARK MULTI | PairCorr | ||
| - | 0.58 | GPAAX | GRANT PARK MULTI | PairCorr |
The ability to find closely correlated positions to Campbell Systematic could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Campbell Systematic 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 Campbell Systematic - 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 Campbell Systematic Macro to buy it.
The correlation of Campbell Systematic is a statistical measure of how it moves in relation to other equities. 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 Campbell Systematic moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Campbell Systematic Macro 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 Campbell Systematic 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 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 nation. Note that the Campbell Systematic Macro information on this page should be used as a complementary analysis to other Campbell Systematic'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 Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.
Other Consideration for investing in Campbell Mutual Fund
If you are still planning to invest in Campbell Systematic Macro 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 Campbell Systematic's history and understand the potential risks before investing.
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