Tangerine Balanced Financials
| 0P0000ACFS | CAD 22.31 0.05 0.22% |
Tangerine |
Please note that past performance is not an indicator of the future performance of Tangerine Balanced, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future.
Tangerine Balanced Fund Summary
Tangerine Balanced competes with RBC Portefeuille, IShares Canadian, PHN Multi, Altagas Cum, and EcoSynthetix. This Fund seeks to provide capital appreciation and some income by investing in both equity and fixed income securities based on a prescribed allocation among four distinct asset classes Canadian bonds, Canadian equity, U.S. equity and international equity. Tangerine Balanced is traded on Toronto Stock Exchange in Canada.| Instrument | Canada Fund View All |
| Exchange | Toronto Exchange |
| Business Address | 111 Gordon Baker |
| Fund Family | Tangerine Investment Management Inc |
| Fund Category | Global Equity Balanced |
| Benchmark | Dow Jones Industrial |
| Phone | 877 464 5678 |
| Currency | CAD - Canadian Dollar |
Tangerine Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Tangerine Balanced's current stock value. Our valuation model uses many indicators to compare Tangerine Balanced value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Tangerine Balanced competition to find correlations between indicators driving Tangerine Balanced's intrinsic value. More Info.Tangerine Balanced Growth is the top fund in one year return among similar funds. It also is the top fund in three year return among similar funds reporting about 0.87 of Three Year Return per One Year Return. The ratio of One Year Return to Three Year Return for Tangerine Balanced Growth is roughly 1.14 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Tangerine Balanced by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Tangerine Balanced's 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.Tangerine Balanced Growth Systematic Risk
Tangerine Balanced's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Tangerine Balanced volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fifty with a total number of output elements of eleven. The Beta measures systematic risk based on how returns on Tangerine Balanced Growth correlated with the market. If Beta is less than 0 Tangerine Balanced generally moves in the opposite direction as compared to the market. If Tangerine Balanced Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Tangerine Balanced Growth is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Tangerine Balanced is generally in the same direction as the market. If Beta > 1 Tangerine Balanced moves generally in the same direction as, but more than the movement of the benchmark.
Tangerine Balanced January 5, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Tangerine Balanced help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Tangerine Balanced Growth. We use our internally-developed statistical techniques to arrive at the intrinsic value of Tangerine Balanced Growth based on widely used predictive technical indicators. In general, we focus on analyzing Tangerine Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Tangerine Balanced's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5294 | |||
| Information Ratio | (0) | |||
| Maximum Drawdown | 2.64 | |||
| Value At Risk | (0.62) | |||
| Potential Upside | 0.6087 |
Other Information on Investing in Tangerine Fund
Tangerine Balanced financial ratios help investors to determine whether Tangerine 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 Tangerine with respect to the benefits of owning Tangerine Balanced security.
| Stock Screener Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. | |
| Top Crypto Exchanges Search and analyze digital assets across top global cryptocurrency exchanges | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity |