Vela Large Financials
| VELAX Fund | USD 16.46 0.06 0.37% |
Vela |
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.
Vela Large Fund Summary
Vela Large competes with Hennessy, Goehring Rozencwajg, and Vanguard Energy. The fund, under normal market conditions, invests at least 80 percent of its net assets in long and short positions in U.S. equity securities with large market capitalizations. Vela Large is traded on NASDAQ Exchange in the United States.| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | VELA Funds |
| Mutual Fund Family | VELA Funds |
| Mutual Fund Category | Large Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 833 399 1001 |
| Currency | USD - US Dollar |
Vela Large Key Financial Ratios
Vela Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Vela Large's current stock value. Our valuation model uses many indicators to compare Vela Large value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Vela Large competition to find correlations between indicators driving Vela Large's intrinsic value. More Info.Vela Large Cap is presently regarded as number one fund in annual yield among similar funds. It also is presently regarded as number one fund in net asset among similar funds making up about 605,595,280,000 of Net Asset 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 Vela Large's earnings, one of the primary drivers of an investment's value.Vela Large Cap Systematic Risk
Vela Large's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Vela 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 with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Vela Large Cap correlated with the market. If Beta is less than 0 Vela Large generally moves in the opposite direction as compared to the market. If Vela Large Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Vela Large Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Vela Large is generally in the same direction as the market. If Beta > 1 Vela Large moves generally in the same direction as, but more than the movement of the benchmark.
Vela Large March 20, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Vela Large help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Vela Large Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Vela Large Cap based on widely used predictive technical indicators. In general, we focus on analyzing Vela Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Vela Large's daily price indicators and compare them against related drivers.
| Information Ratio | 0.0928 | |||
| Maximum Drawdown | 2.64 | |||
| Value At Risk | (1.14) | |||
| Potential Upside | 0.8886 |
Other Information on Investing in Vela Mutual Fund
Vela Large financial ratios help investors to determine whether Vela 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 Vela with respect to the benefits of owning Vela Large security.
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings |