Barrow Hanley Financials
| BCONX Fund | USD 9.62 0.01 0.10% |
Barrow |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Barrow Hanley Fund Summary
Barrow Hanley competes with Sierra Core, Franklin Lifesmart, Calvert Moderate, and Moderately Aggressive. Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in credit instruments. Credit instruments consist broadly of any debt instrument or instrument with debt-like characteristics, and include high yield bonds, bank loans, loan participations and assignments, collateralized loan obligations , mortgage- and asset-backed securities, structured notes, convertible securities, preferred stock and shares of investment companies that invest principally in credit instruments, including other mutual funds.| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Mutual Fund Family | Perpetual Funds |
| Mutual Fund Category | High Yield Bond |
| Benchmark | Dow Jones Industrial |
| Currency | USD - US Dollar |
Barrow Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Barrow Hanley's current stock value. Our valuation model uses many indicators to compare Barrow Hanley value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Barrow Hanley competition to find correlations between indicators driving Barrow Hanley's intrinsic value. More Info.Barrow Hanley Credit is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 19.84 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 Barrow Hanley's earnings, one of the primary drivers of an investment's value.Barrow Hanley Credit Systematic Risk
Barrow Hanley's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Barrow Hanley 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 twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Barrow Hanley Credit correlated with the market. If Beta is less than 0 Barrow Hanley generally moves in the opposite direction as compared to the market. If Barrow Hanley Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Barrow Hanley Credit is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Barrow Hanley is generally in the same direction as the market. If Beta > 1 Barrow Hanley moves generally in the same direction as, but more than the movement of the benchmark.
Barrow Hanley January 11, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Barrow Hanley help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Barrow Hanley Credit. We use our internally-developed statistical techniques to arrive at the intrinsic value of Barrow Hanley Credit based on widely used predictive technical indicators. In general, we focus on analyzing Barrow Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Barrow Hanley's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.1982 | |||
| Information Ratio | (0) | |||
| Maximum Drawdown | 0.8359 | |||
| Value At Risk | (0.21) | |||
| Potential Upside | 0.2114 |
Other Information on Investing in Barrow Mutual Fund
Barrow Hanley financial ratios help investors to determine whether Barrow 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 Barrow with respect to the benefits of owning Barrow Hanley security.
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Crypto Correlations Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity |