Caldwell Orkin Financials
| COAGX Fund | USD 52.07 0.50 0.95% |
Caldwell |
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.
Caldwell Orkin Fund Summary
Caldwell Orkin competes with Simt Multi, Goldman Sachs, Ab Bond, American Funds, and Federated Hermes. The funds principal investment strategy involves active asset allocation among long, short and cash positions in an effort to mitigate market risk , while employing fundamental and technical analysis in an effort to mitigate stock selection risk. It typically invests between 30 percent and 100 percent of its net assets in common stocks and ETFs, and between 0 percent and 30 percent in cash, money market investments or fixed income securities. It may invest in companies of any size.Specialization | Long-Short Equity, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US1288193071 |
| Business Address | Caldwell Orkin Funds |
| Mutual Fund Family | Caldwell & Orkin |
| Mutual Fund Category | Long-Short Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 800 467 7903 |
| Currency | USD - US Dollar |
Caldwell Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Caldwell Orkin's current stock value. Our valuation model uses many indicators to compare Caldwell Orkin value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Caldwell Orkin competition to find correlations between indicators driving Caldwell Orkin's intrinsic value. More Info.Caldwell Orkin Market is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.15 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Caldwell Orkin Market is roughly 6.88 . 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 Caldwell Orkin's earnings, one of the primary drivers of an investment's value.Caldwell Orkin Market Systematic Risk
Caldwell Orkin's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Caldwell Orkin 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 thirty with a total number of output elements of thirty-one. The Beta measures systematic risk based on how returns on Caldwell Orkin Market correlated with the market. If Beta is less than 0 Caldwell Orkin generally moves in the opposite direction as compared to the market. If Caldwell Orkin Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Caldwell Orkin Market is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Caldwell Orkin is generally in the same direction as the market. If Beta > 1 Caldwell Orkin moves generally in the same direction as, but more than the movement of the benchmark.
Caldwell Orkin December 14, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Caldwell Orkin help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Caldwell Orkin Market. We use our internally-developed statistical techniques to arrive at the intrinsic value of Caldwell Orkin Market based on widely used predictive technical indicators. In general, we focus on analyzing Caldwell Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Caldwell Orkin's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.7609 | |||
| Information Ratio | 0.1249 | |||
| Maximum Drawdown | 9.83 | |||
| Value At Risk | (1.12) | |||
| Potential Upside | 1.6 |
Other Information on Investing in Caldwell Mutual Fund
Caldwell Orkin financial ratios help investors to determine whether Caldwell 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 Caldwell with respect to the benefits of owning Caldwell Orkin security.
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