Embark Small Financials
| ESCQX Fund | 10.72 0.06 0.56% |
Embark |
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.
Embark Small Fund Summary
Embark Small competes with T Rowe, Rbb Fund, Scharf Global, Gmo Global, and Barings Global. Under normal circumstances, the fund invests at least 80 percent of its net assets, plus borrowings for investment purposes, in equity securities of small cap companies. Equity securities for this purpose include all types of equity securities, whether issued by U.S. or non-U.S. issuers, although the fund invests primarily in common stocks of U.S. issuers.Specialization | Small Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Mutual Fund Family | Harbor |
| Mutual Fund Category | Small Blend |
| Benchmark | Dow Jones Industrial |
Embark Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Embark Small's current stock value. Our valuation model uses many indicators to compare Embark Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Embark Small competition to find correlations between indicators driving Embark Small's intrinsic value. More Info.Embark Small Cap is one of the top funds in annual yield among similar funds. It also is one of the top funds in net asset among similar funds making up about 205,284,670,270 of Net Asset 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 Embark Small's earnings, one of the primary drivers of an investment's value.Embark Small Cap Systematic Risk
Embark Small's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Embark Small 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 Embark Small Cap correlated with the market. If Beta is less than 0 Embark Small generally moves in the opposite direction as compared to the market. If Embark Small Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Embark Small Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Embark Small is generally in the same direction as the market. If Beta > 1 Embark Small moves generally in the same direction as, but more than the movement of the benchmark.
Embark Small February 27, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Embark Small help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Embark Small Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Embark Small Cap based on widely used predictive technical indicators. In general, we focus on analyzing Embark Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Embark Small's daily price indicators and compare them against related drivers.
| Information Ratio | (0.07) | |||
| Maximum Drawdown | 5.59 | |||
| Value At Risk | (1.36) | |||
| Potential Upside | 1.46 |
Other Information on Investing in Embark Mutual Fund
Embark Small financial ratios help investors to determine whether Embark 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 Embark with respect to the benefits of owning Embark Small security.
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