Fulcrum Diversified Financial Statements From 2010 to 2024
| FARIX Fund | USD 9.44 0.41 4.16% |
Check Fulcrum Diversified financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Fulcrum Diversified's main balance sheet or income statement drivers, such as , as well as many indicators such as . Fulcrum financial statements analysis is a perfect complement when working with Fulcrum Diversified Valuation or Volatility modules.
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Fulcrum Diversified Absolute Mutual Fund One Year Return Analysis
Fulcrum Diversified's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Fulcrum Diversified One Year Return | 10.69 % |
Most of Fulcrum Diversified's fundamental indicators, such as One 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, Fulcrum Diversified Absolute is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
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Based on the recorded statements, Fulcrum Diversified Absolute has an One Year Return of 10.6929%. This is much higher than that of the Fulcrum family and significantly higher than that of the Macro Trading category. The one year return for all United States funds is notably lower than that of the firm.
Fulcrum Diversified Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Fulcrum Diversified's current stock value. Our valuation model uses many indicators to compare Fulcrum Diversified value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Fulcrum Diversified competition to find correlations between indicators driving Fulcrum Diversified's intrinsic value. More Info.Fulcrum Diversified Absolute 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 1,224 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 Fulcrum Diversified's earnings, one of the primary drivers of an investment's value.About Fulcrum Diversified Financial Statements
Fulcrum Diversified investors use historical fundamental indicators, such as Fulcrum Diversified'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 Fulcrum Diversified. Please read more on our technical analysis and fundamental analysis pages.
In seeking to achieve its aim of long-term absolute returns, the fund aims to hold a diversified portfolio and achieve long-term absolute returns in all market conditions over rolling five-year periods, with lower volatility than equity markets and in excess of inflation. The fund implements its strategy by investing globally either directly, or through derivatives, in a broad range of instruments, including, but not limited to, equity, fixed income, currency, commodity, credit derivative and cash instruments.
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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 Fulcrum Mutual Fund
Fulcrum Diversified financial ratios help investors to determine whether Fulcrum 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 Fulcrum with respect to the benefits of owning Fulcrum Diversified security.
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