Evaluator Conservative Rms Fund Fundamentals
| EVFCX Fund | USD 9.50 0.01 0.11% |
Evaluator Conservative Rms fundamentals help investors to digest information that contributes to Evaluator Conservative's financial success or failures. It also enables traders to predict the movement of Evaluator Mutual Fund. The fundamental analysis module provides a way to measure Evaluator Conservative'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 Evaluator Conservative mutual fund.
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Evaluator Conservative Rms Mutual Fund Three Year Return Analysis
Evaluator Conservative's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Evaluator Conservative Three Year Return | (0.67) % |
Most of Evaluator Conservative's fundamental indicators, such as Three 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, Evaluator Conservative Rms is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
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Based on the latest financial disclosure, Evaluator Conservative Rms has a Three Year Return of -0.6722%. This is much lower than that of the E-Valuator funds family and significantly lower than that of the Allocation--30% to 50% Equity category. The three year return for all United States funds is notably higher than that of the company.
Evaluator Conservative Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Evaluator Conservative's current stock value. Our valuation model uses many indicators to compare Evaluator Conservative value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Evaluator Conservative competition to find correlations between indicators driving Evaluator Conservative's intrinsic value. More Info.Evaluator Conservative Rms is rated below average in annual yield among similar funds. It is rated below average in year to date return among similar funds creating about 20.63 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 Conservative by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Evaluator Conservative'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 Conservative's earnings, one of the primary drivers of an investment's value.Evaluator Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Evaluator Conservative's direct or indirect competition against its Three 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 Evaluator Conservative could also be used in its relative valuation, which is a method of valuing Evaluator Conservative by comparing valuation metrics of similar companies.Evaluator Conservative is rated below average in three year return among similar funds.
Fund Asset Allocation for Evaluator Conservative
The fund invests 15.18% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (18.75%) , cash (13.5%) and various exotic instruments.Asset allocation divides Evaluator Conservative'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.
Evaluator Fundamentals
| Total Asset | 58.86 M | ||||
| Annual Yield | 0.04 % | ||||
| Year To Date Return | 0.74 % | ||||
| One Year Return | 4.03 % | ||||
| Three Year Return | (0.67) % | ||||
| Five Year Return | 2.97 % | ||||
| Net Asset | 59.4 M | ||||
| Cash Position Weight | 13.50 % | ||||
| Equity Positions Weight | 15.18 % | ||||
| Bond Positions Weight | 18.75 % |
About Evaluator Conservative Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Evaluator Conservative Rms's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Evaluator Conservative using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Evaluator Conservative Rms 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 normally invests in the securities of other unaffiliated investment companies, including open-end funds, ETFs and closed-end funds. It will generally allocate 70-85 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. The remaining 15-30 percent of its assets will generally be allocated to underlying funds that invest in equity securities that have the potential of providing dividends and growth on an annual basis.
Pair Trading with Evaluator Conservative
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 Evaluator Conservative 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 Evaluator Conservative will appreciate offsetting losses from the drop in the long position's value.Moving together with Evaluator Mutual Fund
| 0.95 | EVAGX | Evaluator Aggressive Rms | PairCorr |
| 0.92 | EVFTX | Evaluator Tactically | PairCorr |
| 0.89 | EVFMX | Evaluator Moderate Rms | PairCorr |
| 0.9 | EVFGX | Evaluator Aggressive Rms | PairCorr |
The ability to find closely correlated positions to Evaluator Conservative could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Evaluator Conservative 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 Evaluator Conservative - 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 Evaluator Conservative Rms to buy it.
The correlation of Evaluator Conservative 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 Evaluator Conservative moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Evaluator Conservative 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 Evaluator Conservative 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, which includes a position in Evaluator Conservative 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 main economic indicators. Note that the Evaluator Conservative information on this page should be used as a complementary analysis to other Evaluator Conservative'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 Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.