Essex Environmental Financials
| GEOSX Fund | USD 12.45 0.23 1.81% |
Essex |
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.
Essex Environmental Fund Summary
Essex Environmental competes with Gabelli Global, Vanguard Financials, Rmb Mendon, 1919 Financial, and Prudential Financial. Under normal market conditions, fund invests at least 80 percent of its net assets in equity securities of clean-tech companies. A clean-tech company is a company that the funds sub-adviser believes provides leading technology solutions to solve environmental challenges, primarily focusing on climate change. The fund invests in companies across all market capitalizations, although the advisor expects most to be small- and mid-cap companies.Specialization | World Small/Mid Stock, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Unified Series Trust |
| Mutual Fund Family | Pear Tree Funds |
| Mutual Fund Category | World Small/Mid Stock |
| Benchmark | Dow Jones Industrial |
| Phone | 800 700 9929 |
| Currency | USD - US Dollar |
Essex Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Essex Environmental's current stock value. Our valuation model uses many indicators to compare Essex Environmental value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Essex Environmental competition to find correlations between indicators driving Essex Environmental's intrinsic value. More Info.Essex Environmental Opportunities is one of the top funds in year to date return among similar funds. It also is one of the top funds in one year return among similar funds reporting about 0.28 of One Year Return per Year To Date Return. The ratio of Year To Date Return to One Year Return for Essex Environmental Opportunities is roughly 3.56 . 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 Essex Environmental's earnings, one of the primary drivers of an investment's value.Essex Environmental Systematic Risk
Essex Environmental's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Essex Environmental 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 Essex Environmental correlated with the market. If Beta is less than 0 Essex Environmental generally moves in the opposite direction as compared to the market. If Essex Environmental Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Essex Environmental is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Essex Environmental is generally in the same direction as the market. If Beta > 1 Essex Environmental moves generally in the same direction as, but more than the movement of the benchmark.
Essex Environmental March 29, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Essex Environmental help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Essex Environmental Opportunities. We use our internally-developed statistical techniques to arrive at the intrinsic value of Essex Environmental Opportunities based on widely used predictive technical indicators. In general, we focus on analyzing Essex Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Essex Environmental's daily price indicators and compare them against related drivers.
| Information Ratio | (0.01) | |||
| Maximum Drawdown | 6.8 | |||
| Value At Risk | (2.14) | |||
| Potential Upside | 2.34 |
Other Information on Investing in Essex Mutual Fund
Essex Environmental financial ratios help investors to determine whether Essex 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 Essex with respect to the benefits of owning Essex Environmental security.
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