Portfolio Financials
| PORIX Fund | USD 54.48 0.25 0.46% |
Portfolio |
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.
Portfolio Fund Summary
Portfolio competes with Pax Small, John Hancock, Pax Global, Portfolio, and Community Reinvestment. The fund invests primarily in common stocks of companies that the Adviser believes are leaders in managing Environmental, Social, and Governance risks and opportunities, have above average growth potential, and are reasonably valued. Trillium P21 is traded on NASDAQ Exchange in the United States.Specialization | World Large-Stock Blend, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US7429353565 |
| Business Address | CO Bancorp Fund |
| Mutual Fund Family | Trillium Mutual Funds |
| Mutual Fund Category | World Large-Stock Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 866 209 1962 |
| Currency | USD - US Dollar |
Portfolio Key Financial Ratios
Portfolio Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Portfolio's current stock value. Our valuation model uses many indicators to compare Portfolio value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Portfolio competition to find correlations between indicators driving Portfolio's intrinsic value. More Info.Portfolio 21 Global is regarded third largest fund in price to earning among similar funds. It is regarded second largest 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 Portfolio 21 Global is roughly 6.78 . 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 Portfolio's earnings, one of the primary drivers of an investment's value.Portfolio 21 Global Systematic Risk
Portfolio's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Portfolio 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.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Portfolio 21 Global correlated with the market. If Beta is less than 0 Portfolio generally moves in the opposite direction as compared to the market. If Portfolio Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Portfolio 21 Global is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Portfolio is generally in the same direction as the market. If Beta > 1 Portfolio moves generally in the same direction as, but more than the movement of the benchmark.
Portfolio March 22, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Portfolio help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Portfolio 21 Global. We use our internally-developed statistical techniques to arrive at the intrinsic value of Portfolio 21 Global based on widely used predictive technical indicators. In general, we focus on analyzing Portfolio Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Portfolio's daily price indicators and compare them against related drivers.
| Information Ratio | 0.042 | |||
| Maximum Drawdown | 3.98 | |||
| Value At Risk | (1.46) | |||
| Potential Upside | 1.36 |
Other Information on Investing in Portfolio Mutual Fund
Portfolio financial ratios help investors to determine whether Portfolio 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 Portfolio with respect to the benefits of owning Portfolio security.
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Portfolio Comparator Compare the composition, asset allocations and performance of any two portfolios in your account | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios |