Evaluator Conservative Financials
| EVFCX Fund | USD 9.78 0.02 0.20% |
Evaluator |
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.
Evaluator Conservative Fund Summary
Evaluator Conservative competes with Virtus Convertible, Gamco Global, Victory Incore, Teton Convertible, and Lord Abbett. The fund normally invests in the securities of other unaffiliated investment companies, including open-end funds, ETFs and closed-end funds. It will generally allocate 70-85 percent of its assets into a variety of underlying funds that focus on investments in fixed income securities that possess varying qualities of credit and duration. The remaining 15-30 percent of its assets will generally be allocated to underlying funds that invest in equity securities that have the potential of providing dividends and growth on an annual basis.Specialization | Allocation--15% to 30% Equity, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | World Funds Trust |
| Mutual Fund Family | E-Valuator funds |
| Mutual Fund Category | Allocation--15% to 30% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 888 507 2798 |
| Currency | USD - US Dollar |
Evaluator Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Evaluator Conservative's current stock value. Our valuation model uses many indicators to compare Evaluator Conservative value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Evaluator Conservative competition to find correlations between indicators driving Evaluator Conservative's intrinsic value. More Info.Evaluator Conservative Rms is one of the top funds in annual yield among similar funds. It is rated # 3 fund in year to date return among similar funds creating about 45.16 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 Evaluator Conservative's earnings, one of the primary drivers of an investment's value.Evaluator Conservative Systematic Risk
Evaluator Conservative's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Evaluator Conservative 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 Evaluator Conservative correlated with the market. If Beta is less than 0 Evaluator Conservative generally moves in the opposite direction as compared to the market. If Evaluator Conservative Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Evaluator Conservative is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Evaluator Conservative is generally in the same direction as the market. If Beta > 1 Evaluator Conservative moves generally in the same direction as, but more than the movement of the benchmark.
Evaluator Conservative February 27, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Evaluator Conservative help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Evaluator Conservative Rms. We use our internally-developed statistical techniques to arrive at the intrinsic value of Evaluator Conservative Rms based on widely used predictive technical indicators. In general, we focus on analyzing Evaluator Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Evaluator Conservative's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.3296 | |||
| Information Ratio | 0.0446 | |||
| Maximum Drawdown | 1.65 | |||
| Value At Risk | (0.31) | |||
| Potential Upside | 0.5149 |
Other Information on Investing in Evaluator Mutual Fund
Evaluator Conservative financial ratios help investors to determine whether Evaluator 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 Evaluator with respect to the benefits of owning Evaluator Conservative security.
| ETFs Find actively traded Exchange Traded Funds (ETF) from around the world | |
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital |