Schwartz Value Financials
| RCMFX Fund | USD 58.01 1.30 2.29% |
Schwartz |
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.
Schwartz Value Fund Summary
Schwartz Value competes with Kinetics Small, Ave Maria, Kinetics Market, Ave Maria, and Kinetics Paradigm. The fund invests at least 80 percent of its net assets, including the amount of any borrowings for investment purposes, in equity securities . It may invest in the securities of companies of any size, regardless of market capitalization. The fund may also invest in exchange-traded funds if the Adviser believes it is advisable to expose the fund to the broad market or to broad market sectors or to hedge against market risk without purchasing a large number of individual securities. The fund is non-diversified.Specialization | Mid-Cap Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | CO Ultimus Fund |
| Mutual Fund Family | Schwartz |
| Mutual Fund Category | Mid-Cap Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 888 726 0753 |
| Currency | USD - US Dollar |
Schwartz Value Key Financial Ratios
Schwartz Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Schwartz Value's current stock value. Our valuation model uses many indicators to compare Schwartz Value value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Schwartz Value competition to find correlations between indicators driving Schwartz Value's intrinsic value. More Info.Schwartz Value Focused is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.08 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Schwartz Value Focused is roughly 12.66 . 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 Schwartz Value's earnings, one of the primary drivers of an investment's value.Schwartz Value Focused Systematic Risk
Schwartz Value's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Schwartz Value 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 function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Schwartz Value Focused correlated with the market. If Beta is less than 0 Schwartz Value generally moves in the opposite direction as compared to the market. If Schwartz Value Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Schwartz Value Focused is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Schwartz Value is generally in the same direction as the market. If Beta > 1 Schwartz Value moves generally in the same direction as, but more than the movement of the benchmark.
Schwartz Value March 24, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Schwartz Value help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Schwartz Value Focused. We use our internally-developed statistical techniques to arrive at the intrinsic value of Schwartz Value Focused based on widely used predictive technical indicators. In general, we focus on analyzing Schwartz Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Schwartz Value's daily price indicators and compare them against related drivers.
| Information Ratio | (0.03) | |||
| Maximum Drawdown | 15.25 | |||
| Value At Risk | (2.84) | |||
| Potential Upside | 1.84 |
Other Information on Investing in Schwartz Mutual Fund
Schwartz Value financial ratios help investors to determine whether Schwartz 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 Schwartz with respect to the benefits of owning Schwartz Value security.
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. |