STADION Five Year Return
| ETFRX Fund | USD 15.79 0.01 0.06% |
STADION TACTICAL DEFENSIVE fundamentals help investors to digest information that contributes to STADION TACTICAL's financial success or failures. It also enables traders to predict the movement of STADION Mutual Fund. The fundamental analysis module provides a way to measure STADION TACTICAL'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 STADION TACTICAL mutual fund.
STADION |
STADION Five Year Return Analysis
STADION TACTICAL'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 STADION TACTICAL Five Year Return | 1.82 % |
Most of STADION TACTICAL'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, STADION TACTICAL DEFENSIVE 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.
| Competition |
STADION TACTICAL Five Year Return Component Assessment
According to the company disclosure, STADION TACTICAL DEFENSIVE has a Five Year Return of 1.82%. This is much higher than that of the North Square family and significantly higher than that of the Tactical Allocation category. The five year return for all United States funds is notably lower than that of the firm.
STADION Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses STADION TACTICAL'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 STADION TACTICAL could also be used in its relative valuation, which is a method of valuing STADION TACTICAL by comparing valuation metrics of similar companies.STADION TACTICAL is currently under evaluation in five year return among similar funds.
Fund Asset Allocation for STADION TACTICAL
The fund invests most of its assets under management in cash or cash equivalents, with the rest of investments concentrated in stocks.Asset allocation divides STADION TACTICAL'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.
STADION Fundamentals
| Price to Earning | 19.01 X | |||
| Price to Book | 2.22 X | |||
| Price to Sales | 1.39 X | |||
| Total Asset | 70.76 M | |||
| One Year Return | (7.85) % | |||
| Three Year Return | 0.42 % | |||
| Five Year Return | 1.82 % | |||
| Ten Year Return | 3.76 % | |||
| Net Asset | 70.76 M | |||
| Last Dividend Paid | 0.06 | |||
| Cash Position Weight | 75.55 % | |||
| Equity Positions Weight | 24.45 % |
About STADION TACTICAL Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze STADION TACTICAL DEFENSIVE's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of STADION TACTICAL using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of STADION TACTICAL DEFENSIVE 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 invests primarily in and allocates its investments primarily between fund investments that the Sub-Adviser believes have the potential for capital appreciation and Cash Positions. Stadion Tactical is traded on NASDAQ Exchange in the United States.
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 STADION TACTICAL 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, STADION TACTICAL's short interest history, or implied volatility extrapolated from STADION TACTICAL options trading.
Pair Trading with STADION TACTICAL
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 STADION TACTICAL 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 STADION TACTICAL will appreciate offsetting losses from the drop in the long position's value.Moving together with STADION Mutual Fund
| + | 0.91 | PAAIX | ALL ASSET FUND | PairCorr | ||
| + | 0.84 | PATRX | PIMCO ALL ASSET | PairCorr | ||
| + | 0.84 | PAALX | ALL ASSET FUND | PairCorr | ||
| + | 0.91 | PALPX | PIMCO ALL ASSET | PairCorr | ||
| + | 0.85 | PAANX | PIMCO All Asset | PairCorr |
Moving against STADION Mutual Fund
The ability to find closely correlated positions to STADION TACTICAL could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace STADION TACTICAL 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 STADION TACTICAL - 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 STADION TACTICAL DEFENSIVE to buy it.
The correlation of STADION TACTICAL 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 STADION TACTICAL moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if STADION TACTICAL DEF 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 STADION TACTICAL 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 STADION TACTICAL Piotroski F Score and STADION TACTICAL Altman Z Score analysis. You can also try the Transaction History module to view history of all your transactions and understand their impact on performance.
Complementary Tools for STADION Mutual Fund analysis
When running STADION TACTICAL's price analysis, check to measure STADION TACTICAL's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy STADION TACTICAL is operating at the current time. Most of STADION TACTICAL's value examination focuses on studying past and present price action to predict the probability of STADION TACTICAL's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move STADION TACTICAL's price. Additionally, you may evaluate how the addition of STADION TACTICAL to your portfolios can decrease your overall portfolio volatility.
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