EQUINOX Mutual Fund Quote

Mutual Funds . USA . 
Fund . EQUINOX CAMPBELL STRATEGY
EQUINOX CAMPBELL is trading at 9.14 as of the 24th of March 2023; that is No Change since the beginning of the trading day. The fund's open price was 9.14. Equity ratings for EQUINOX CAMPBELL STRATEGY are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of April 2021 and ending today, the 24th of March 2023. Click here to learn more.
CUSIP
29446A751
ISIN
US74933W8174
Fiscal Year End
September

EQUINOX CAMPBELL Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. EQUINOX CAMPBELL's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding EQUINOX CAMPBELL or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fama & French Classification
EQUINOX CAMPBELL STRATEGY
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Macroaxis Advice
The buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of EQUINOX CAMPBELL's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Not RatedFairly Valued
Startdate31st of July 2017
EQUINOX CAMPBELL STRATEGY [EBSCX] is traded in USA and was established 24th of March 2023. The fund is listed under Macro Trading category and is part of Campbell & Company family. EQUINOX CAMPBELL STRATEGY currently has accumulated 756.67 M in assets under management (AUM) with no minimum investment requirements, while the total return for the last 3 years was 2.87%.
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Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on EQUINOX Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding EQUINOX Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as EQUINOX CAMPBELL STRATEGY Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

EQUINOX CAMPBELL Target Price Odds Analysis

Based on a normal probability distribution, the odds of EQUINOX CAMPBELL jumping above the current price in 90 days from now is about 1.58%. The EQUINOX CAMPBELL STRATEGY probability density function shows the probability of EQUINOX CAMPBELL mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon EQUINOX CAMPBELL STRATEGY has a beta of -0.0555 suggesting as returns on benchmark increase, returns on holding EQUINOX CAMPBELL are expected to decrease at a much lower rate. During the bear market, however, EQUINOX CAMPBELL STRATEGY is likely to outperform the market. Additionally, the company has an alpha of 0.0344, implying that it can generate a 0.0344 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 9.14HorizonTargetOdds Above 9.14
98.37%90 days
 9.14 
1.58%
Based on a normal probability distribution, the odds of EQUINOX CAMPBELL to move above the current price in 90 days from now is about 1.58 (This EQUINOX CAMPBELL STRATEGY probability density function shows the probability of EQUINOX Mutual Fund to fall within a particular range of prices over 90 days) .

EQUINOX CAMPBELL STRATEGY Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. EQUINOX CAMPBELL market risk premium is the additional return an investor will receive from holding EQUINOX CAMPBELL long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in EQUINOX CAMPBELL. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although EQUINOX CAMPBELL's alpha and beta are two of the key measurements used to evaluate EQUINOX CAMPBELL's performance over the market, the standard measures of volatility play an important role as well.
Mean Deviation0.3769
Semi Deviation0.3567
Standard Deviation0.4826
Variance0.2329

EQUINOX CAMPBELL Against Markets

Picking the right benchmark for EQUINOX CAMPBELL mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in EQUINOX CAMPBELL mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for EQUINOX CAMPBELL is critical whether you are bullish or bearish towards EQUINOX CAMPBELL STRATEGY at a given time.
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EQUINOX CAMPBELL Related Equities

One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with EQUINOX CAMPBELL mutual fund to make a market-neutral strategy. Peer analysis of EQUINOX CAMPBELL could also be used in its relative valuation, which is a method of valuing EQUINOX CAMPBELL by comparing valuation metrics with similar companies.
BLACKROCK TACTICALBlackRock TacticalGRANT PARK MULTIGRANT PARK MULTIAmerican AirlinesAlcoa CorpApple IncBest BuyCitigroupSentinelOneCVS Health CorpChevron CorpHome DepotInternational BusinessIntel
 Risk & Return  Correlation

How to buy EQUINOX Mutual Fund?

Before investing in EQUINOX CAMPBELL, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in EQUINOX CAMPBELL. To buy EQUINOX CAMPBELL fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of EQUINOX CAMPBELL. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase EQUINOX CAMPBELL fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located EQUINOX CAMPBELL STRATEGY fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased EQUINOX CAMPBELL STRATEGY fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as EQUINOX CAMPBELL STRATEGY, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in EQUINOX CAMPBELL STRATEGY?

The danger of trading EQUINOX CAMPBELL STRATEGY is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of EQUINOX CAMPBELL is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than EQUINOX CAMPBELL. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile EQUINOX CAMPBELL STRATEGY is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Investing Opportunities. 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 Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.

Complementary Tools for EQUINOX Mutual Fund analysis

When running EQUINOX CAMPBELL STRATEGY price analysis, check to measure EQUINOX CAMPBELL'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 EQUINOX CAMPBELL is operating at the current time. Most of EQUINOX CAMPBELL's value examination focuses on studying past and present price action to predict the probability of EQUINOX CAMPBELL's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move EQUINOX CAMPBELL's price. Additionally, you may evaluate how the addition of EQUINOX CAMPBELL to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between EQUINOX CAMPBELL's value and its price as these two are different measures arrived at by different means. Investors typically determine EQUINOX CAMPBELL value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, EQUINOX CAMPBELL's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
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