Equinox Chesapeake Financial Statements From 2010 to 2024
| ECHCX Fund | USD 11.01 0.19 1.70% |
Check Equinox Chesapeake financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Equinox Chesapeake's main balance sheet or income statement drivers, such as , as well as many indicators such as . Equinox financial statements analysis is a perfect complement when working with Equinox Chesapeake Valuation or Volatility modules.
Equinox |
Equinox Chesapeake Strategy Mutual Fund Three Year Return Analysis
Equinox Chesapeake'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 Equinox Chesapeake Three Year Return | 2.35 % |
Most of Equinox Chesapeake'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, Equinox Chesapeake Strategy 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.
| Competition |
Based on the latest financial disclosure, Equinox Chesapeake Strategy has a Three Year Return of 2.3501%. This is much higher than that of the AXS family and significantly higher than that of the Systematic Trend category. The three year return for all United States funds is notably lower than that of the firm.
Equinox Chesapeake Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Equinox Chesapeake's current stock value. Our valuation model uses many indicators to compare Equinox Chesapeake value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Equinox Chesapeake competition to find correlations between indicators driving Equinox Chesapeake's intrinsic value. More Info.Equinox Chesapeake Strategy is rated # 3 fund in annual yield among similar funds. It is rated below average in year to date return among similar funds creating about 60.51 of Year To Date Return per Annual Yield. 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 Equinox Chesapeake's earnings, one of the primary drivers of an investment's value.About Equinox Chesapeake Financial Statements
Equinox Chesapeake investors use historical fundamental indicators, such as Equinox Chesapeake's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Equinox Chesapeake. Please read more on our technical analysis and fundamental analysis pages.
The fund makes a combination of investments directly in an actively managed fixed-income portfolio comprised of cash, cash equivalents, securities issued by the U.S. government with one year or less term to maturity and money market funds and directly or indirectly in a diversified portfolio of futures contracts and futures-related instruments such as forwards and swaps in broadly diversified global markets across a wide range of asset classes, including equities, fixed income, currencies and commodities, utilizing a portfolio of futures, forwards, options, spot contracts and swaps.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Equinox Mutual Fund
Equinox Chesapeake financial ratios help investors to determine whether Equinox Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Equinox with respect to the benefits of owning Equinox Chesapeake security.
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules |