Balter Invenomic Financials
| BIVRX Fund | USD 17.57 0.11 0.62% |
Balter |
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.
Balter Invenomic Fund Summary
Balter Invenomic competes with Scharf Global. The fund invests primarily in both long and short positions in equity securities principally traded in United States markets. Under normal market conditions, the Sub-Adviser seeks to be fully invested in the long portfolio , while allowing the size of the short portfolio to fluctuate based on the market opportunity. The fund may invest in equity securities of any type and across all market capitalizations. It may invest in securities of companies operating less than three years and in initial public offerings of securities .Specialization | Long-Short Equity, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Northern Lights |
| Mutual Fund Family | Invenomic |
| Mutual Fund Category | Long-Short Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 844 322 8112 |
| Currency | USD - US Dollar |
Balter Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Balter Invenomic's current stock value. Our valuation model uses many indicators to compare Balter Invenomic value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Balter Invenomic competition to find correlations between indicators driving Balter Invenomic's intrinsic value. More Info.Balter Invenomic Fund 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 101.60 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 Balter Invenomic's earnings, one of the primary drivers of an investment's value.Balter Invenomic Systematic Risk
Balter Invenomic's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Balter Invenomic 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 five with a total number of output elements of fifty-six. The Beta measures systematic risk based on how returns on Balter Invenomic correlated with the market. If Beta is less than 0 Balter Invenomic generally moves in the opposite direction as compared to the market. If Balter Invenomic Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Balter Invenomic is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Balter Invenomic is generally in the same direction as the market. If Beta > 1 Balter Invenomic moves generally in the same direction as, but more than the movement of the benchmark.
Balter Invenomic March 24, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Balter Invenomic help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Balter Invenomic Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Balter Invenomic Fund based on widely used predictive technical indicators. In general, we focus on analyzing Balter Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Balter Invenomic's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8475 | |||
| Information Ratio | 0.1392 | |||
| Maximum Drawdown | 6.12 | |||
| Value At Risk | (1.36) | |||
| Potential Upside | 1.53 |
Other Information on Investing in Balter Mutual Fund
Balter Invenomic financial ratios help investors to determine whether Balter 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 Balter with respect to the benefits of owning Balter Invenomic security.
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Money Managers Screen money managers from public funds and ETFs managed around the world | |
| Latest Portfolios Quick portfolio dashboard that showcases your latest portfolios |