Americafirst Large Financials
SBQAX Fund | USD 14.58 0.06 0.41% |
Americafirst |
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.
Americafirst Large Fund Summary
Americafirst Large competes with Morningstar Unconstrained, Thrivent High, Via Renewables, Bayview Acquisition, and T Rowe. The fund invests primarily in common stocks of companies that are selected using the investment advisors alpha trends factor strategy. The manager defines foreign companies as those organized outside the U.S., or that derive a majority of revenue or profits outside the U.S., or that have a majority of their assets or employees outside the U.S. Alpha is an investment industry term referring to the performance of a portfolio or asset class relative to its benchmark or index. It is non-diversified.Specialization | Large Blend, Large Blend |
Instrument | USA Mutual Fund View All |
Exchange | NMFQS Exchange |
Business Address | AmericaFirst Quantitative Funds |
Mutual Fund Family | AmericaFirst Funds |
Mutual Fund Category | Large Blend |
Benchmark | Dow Jones Industrial |
Phone | 877 217 8501 |
Currency | USD - US Dollar |
Americafirst Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Americafirst Large's current stock value. Our valuation model uses many indicators to compare Americafirst Large value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Americafirst Large competition to find correlations between indicators driving Americafirst Large's intrinsic value. More Info.Americafirst Large Cap is rated top fund in year to date return among similar funds. It also is rated top fund in one year return among similar funds reporting about 1.17 of One Year Return per Year To Date Return. 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 Americafirst Large's earnings, one of the primary drivers of an investment's value.Americafirst Large Cap Systematic Risk
Americafirst Large's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Americafirst Large 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-four with a total number of output elements of thirty-seven. The Beta measures systematic risk based on how returns on Americafirst Large Cap correlated with the market. If Beta is less than 0 Americafirst Large generally moves in the opposite direction as compared to the market. If Americafirst Large Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Americafirst Large Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Americafirst Large is generally in the same direction as the market. If Beta > 1 Americafirst Large moves generally in the same direction as, but more than the movement of the benchmark.
Americafirst Large Thematic Clasifications
Americafirst Large Cap is part of Large Value Funds 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. Funds with large capitalization value equities. Funds or Etfs that invest in the undervalued stocks of large-sized companies
This theme covers Funds with large capitalization value equities. Funds or Etfs that invest in the undervalued stocks of large-sized companies. Get More Thematic Ideas
Americafirst Large Cap is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of Large Blend category is currently estimated at about 13.22 Billion. Americafirst Large adds roughly 2.77 Million in net asset claiming only tiny portion of funds under Large Blend category.Large Value Funds | View |
Americafirst Large November 29, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Americafirst Large help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Americafirst Large Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Americafirst Large Cap based on widely used predictive technical indicators. In general, we focus on analyzing Americafirst Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Americafirst Large's daily price indicators and compare them against related drivers.
Downside Deviation | 0.9331 | |||
Information Ratio | 0.0258 | |||
Maximum Drawdown | 4.87 | |||
Value At Risk | (1.11) | |||
Potential Upside | 1.41 |
Other Information on Investing in Americafirst Mutual Fund
Americafirst Large financial ratios help investors to determine whether Americafirst 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 Americafirst with respect to the benefits of owning Americafirst Large security.
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