Quaker Investment Financials
| OWNS Etf | USD 17.21 0.13 0.76% |
Net Expense Ratio 0.003 | 3 y Sharp Ratio (0.67) |
Quaker |
The data published in Quaker Investment's official financial statements typically reflect Quaker Investment's business processes, product offerings, services, and other fundamental events. However, there are additional fundamental indicators that are easier to understand and visualize along the underlying realities that are driving Quaker Investment's quantitative information. For example, before you start analyzing numbers published by Quaker accountants, it's essential to understand Quaker Investment's liquidity, profitability, and earnings quality within the context of the Impact Shares space in which it operates.
Please note, the imprecision that can be found in Quaker Investment's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Quaker Investment Trust. Check Quaker Investment's Beneish M Score to see the likelihood of Quaker Investment's management manipulating its earnings.
Quaker Investment Etf Summary
Quaker Investment competes with Listed Funds, ClearShares Piton, John Hancock, SSGA Active, and Impact Shares. Under normal circumstances, the fund will invest at least 80 percent of its net assets in mortgage-backed securities backed by pools of mortgage loans that the funds Sub-Adviser believes were made to minority families, low-income families, andor families that live in persistent poverty areas. Impact Shares is traded on NYSEARCA Exchange in the United States.| Instrument | USA Etf View All |
| Exchange | NYSE ARCA Exchange |
| ISIN | US45259R1032 |
| CUSIP | 74741A106 45259R103 |
| Region | North America |
| Investment Issuer | Community Capital Management |
| Etf Family | Impact Shares |
| Fund Category | U.S. Government |
| Portfolio Concentration | Agency MBS |
| Benchmark | Dow Jones Industrial |
| Phone | NA |
| Currency | USD - US Dollar |
Quaker Investment Key Financial Ratios
Quaker Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Quaker Investment's current stock value. Our valuation model uses many indicators to compare Quaker Investment value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Quaker Investment competition to find correlations between indicators driving Quaker Investment's intrinsic value. More Info.Quaker Investment Trust is rated number one ETF in beta as compared to similar ETFs. It also is rated number one ETF in one year return as compared to similar ETFs reporting about 5.19 of One Year Return per Beta. Comparative valuation analysis is a catch-all technique that is used if you cannot value Quaker Investment by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.Quaker Investment Trust Systematic Risk
Quaker Investment's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Quaker Investment 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 Quaker Investment Trust correlated with the market. If Beta is less than 0 Quaker Investment generally moves in the opposite direction as compared to the market. If Quaker Investment Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Quaker Investment Trust is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Quaker Investment is generally in the same direction as the market. If Beta > 1 Quaker Investment moves generally in the same direction as, but more than the movement of the benchmark.
Steps to analyze company Financials for Investing
There are several different ways that investors can use financial statements to try and predict whether a stock price will go up or down. Unfortunately, there is no surefire formula, but there are some general guidelines you should consider when looking at the numbers. First, realize what kind of company it is so you know if its revenues are more likely to grow or shrink over time. For example, a software company's revenue is expected to increase yearly due to new products and services that its customers will want to buy. At the same time, a car manufacturer might not be able to sell as many cars when the economy slows down, so it would have less net income during those times. Second, pay attention to its debt-to-equity ratio because this number will tell you how much risk it has. If a company such as Quaker Investment is not taking on any additional risks, its debt-to-equity should be less than one. As a general rule of thumb, if the market value or book value (which can be found in the footnotes) of assets exceeds the company's liabilities, then it is probably in good shape. Finally, use other financial statements to determine if a stock price will go up or down because investors are always looking for growth opportunities when they buy new stocks. For example, if you see that the net revenue of Quaker has grown by more than 25% over the last five years, then there is a good chance that it will continue growing by at least 20% or more each year. On the other hand, if you see that net revenue has only increased by about 15%, which is barely above inflation levels, then chances are it will not grow much faster than this over time, and investors may shy away from buying it. In summary, you can determine if Quaker Investment's financials are consistent with your investment objective using the following steps:- Review Quaker Investment's balance sheet accounts, such as liabilities and equity, to understand its overall financial position.
- Analyze the income statement and examine the company's revenue, expenses, and profits over time to determine its financial performance.
- Study the cash flow inflows and outflows to understand Quaker Investment's liquidity and solvency.
- Look at the growth rates in revenue, earnings, and cash flow over time to determine its potential for future growth.
- Compare Quaker Investment's financials to those of its peers to see how it stacks up and identify any potential red flags.
- Use valuation ratios to evaluate the company's financials using commonly used ratios such as the price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and enterprise value-to-earnings before interest, taxes, depreciation, and amortization (EV/EBITDA) ratio to determine if Quaker Investment's stock is overvalued or undervalued.
Quaker Investment Thematic Clasifications
Quaker Investment Trust is part of Agency Mbs ETFs investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. USA ETFs from Agency Mbs clasification. ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs
This theme covers USA ETFs from Agency Mbs clasification. ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. Get More Thematic Ideas
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Quaker Investment February 26, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Quaker Investment help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Quaker Investment Trust. We use our internally-developed statistical techniques to arrive at the intrinsic value of Quaker Investment Trust based on widely used predictive technical indicators. In general, we focus on analyzing Quaker Etf price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Quaker Investment's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.3087 | |||
| Information Ratio | 0.0471 | |||
| Maximum Drawdown | 1.55 | |||
| Value At Risk | (0.53) | |||
| Potential Upside | 0.5928 |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Quaker Investment Trust. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in board of governors. You can also try the Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.
The market value of Quaker Investment Trust is measured differently than its book value, which is the value of Quaker that is recorded on the company's balance sheet. Investors also form their own opinion of Quaker Investment's value that differs from its market value or its book value, called intrinsic value, which is Quaker Investment's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Quaker Investment's market value can be influenced by many factors that don't directly affect Quaker Investment's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Quaker Investment's value and its price as these two are different measures arrived at by different means. Investors typically determine if Quaker Investment is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Quaker Investment's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.