Brandes Separately Financials
| SMARX Fund | USD 7.94 0.04 0.50% |
Brandes |
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.
Brandes Separately Fund Summary
Brandes Separately competes with Artisan Emerging, Doubleline Emerging, Transamerica Emerging, Eagle Mlp, and Inverse Nasdaq-100. The fund invests primarily in a diversified portfolio of debt securities. These include debt obligations issued or guaranteed by the U.S. government and foreign governments and their agencies and instrumentalities, debt securities issued by U.S. and foreign companies, collateralized mortgage obligations, and U.S. and foreign mortgage-backed and asset-backed debt securities. The fund may invest in debt instruments of any maturity or with no maturity and it may invest in both investment-grade securities and non-investment grade securities .Specialization | Miscellaneous Fixed Income, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US1052628856 |
| Business Address | Brandes Investment Partners, |
| Mutual Fund Family | Brandes |
| Mutual Fund Category | Miscellaneous Fixed Income |
| Benchmark | Dow Jones Industrial |
| Phone | 800 331 2979 |
| Currency | USD - US Dollar |
Brandes Separately Key Financial Ratios
Brandes Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Brandes Separately's current stock value. Our valuation model uses many indicators to compare Brandes Separately value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Brandes Separately competition to find correlations between indicators driving Brandes Separately's intrinsic value. More Info.Brandes Separately Managed is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 521.17 of Year To Date Return per Annual Yield. 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 Brandes Separately's earnings, one of the primary drivers of an investment's value.Brandes Separately Systematic Risk
Brandes Separately's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Brandes Separately 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 Brandes Separately correlated with the market. If Beta is less than 0 Brandes Separately generally moves in the opposite direction as compared to the market. If Brandes Separately Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Brandes Separately is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Brandes Separately is generally in the same direction as the market. If Beta > 1 Brandes Separately moves generally in the same direction as, but more than the movement of the benchmark.
Brandes Separately March 25, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Brandes Separately help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Brandes Separately Managed. We use our internally-developed statistical techniques to arrive at the intrinsic value of Brandes Separately Managed based on widely used predictive technical indicators. In general, we focus on analyzing Brandes Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Brandes Separately's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.2862 | |||
| Information Ratio | 0.16 | |||
| Maximum Drawdown | 1.16 | |||
| Value At Risk | (0.38) | |||
| Potential Upside | 0.5083 |
Other Information on Investing in Brandes Mutual Fund
Brandes Separately financial ratios help investors to determine whether Brandes 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 Brandes with respect to the benefits of owning Brandes Separately security.
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