Sextant E Financials
| SCORX Fund | USD 17.52 0.08 0.46% |
Sextant |
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.
Sextant E Fund Summary
Sextant E competes with Sextant Growth, Sextant International, Sextant Bond, Sextant Short, and Sextant E. The fund invests in a mix of equity and debt securities. It normally invests 40 percent of its assets in equity securities of U.S. companies, 20 percent in foreign equity securities, and 40 percent in investment-grade fixed income securities including money market instruments and cash. The fund follows a value investing approach and principally invests in income-producing securities of companies with market capitalizations greater than 5 billion.Specialization | Allocation--50% to 70% Equity, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Saturna Investment Trust |
| Mutual Fund Family | Sextant Mutual Funds |
| Mutual Fund Category | Allocation--50% to 70% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 800 728 8762 |
| Currency | USD - US Dollar |
Sextant E Key Financial Ratios
Sextant Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Sextant E's current stock value. Our valuation model uses many indicators to compare Sextant E value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Sextant E competition to find correlations between indicators driving Sextant E's intrinsic value. More Info.Sextant E Fund is rated third largest fund in price to earning among similar funds. It also is rated third largest fund in price to book among similar funds fabricating about 0.16 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Sextant E Fund is roughly 6.27 . 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 Sextant E's earnings, one of the primary drivers of an investment's value.Sextant E Fund Systematic Risk
Sextant E's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Sextant E 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 fourty-two with a total number of output elements of nineteen. The Beta measures systematic risk based on how returns on Sextant E Fund correlated with the market. If Beta is less than 0 Sextant E generally moves in the opposite direction as compared to the market. If Sextant E Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Sextant E Fund is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Sextant E is generally in the same direction as the market. If Beta > 1 Sextant E moves generally in the same direction as, but more than the movement of the benchmark.
Sextant E December 12, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Sextant E help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Sextant E Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Sextant E Fund based on widely used predictive technical indicators. In general, we focus on analyzing Sextant Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Sextant E's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.3774 | |||
| Information Ratio | (0.19) | |||
| Maximum Drawdown | 1.74 | |||
| Value At Risk | (0.52) | |||
| Potential Upside | 0.5838 |
Other Information on Investing in Sextant Mutual Fund
Sextant E financial ratios help investors to determine whether Sextant 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 Sextant with respect to the benefits of owning Sextant E security.
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