Vela Small Financials
| VESAX Fund | USD 19.07 0.17 0.88% |
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 Small Fund Summary
Vela Small competes with Vela International, Vela International, Vela Large, Vela Large, and Vela Small. The fund, under normal market conditions, invests at least 80 percent of its net assets in U.S. equity securities with small market capitalizations that the Adviser believes are undervalued. Equity securities consist of common and preferred stocks. Small cap companies are defined by the Adviser as companies with market capitalizations in the range of those market capitalizations of companies included in the Russell 2000 Index at the time of purchase.Specialization | Small Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | VELA Funds |
| Mutual Fund Family | VELA Funds |
| Mutual Fund Category | Small Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 833 399 1001 |
| Currency | USD - US Dollar |
Vela Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Vela Small's current stock value. Our valuation model uses many indicators to compare Vela Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Vela Small competition to find correlations between indicators driving Vela Small's intrinsic value. More Info.Vela Small Cap is rated fifth in annual yield among similar funds. It is rated fifth in net asset among similar funds making up about 21,636,381,053 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 Small's earnings, one of the primary drivers of an investment's value.Vela Small Cap Systematic Risk
Vela Small's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Vela Small 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 Vela Small Cap correlated with the market. If Beta is less than 0 Vela Small generally moves in the opposite direction as compared to the market. If Vela Small Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Vela Small Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Vela Small is generally in the same direction as the market. If Beta > 1 Vela Small moves generally in the same direction as, but more than the movement of the benchmark.
Vela Small January 4, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Vela Small help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Vela Small Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Vela Small 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 Small's daily price indicators and compare them against related drivers.
| Information Ratio | (0.03) | |||
| Maximum Drawdown | 7.07 | |||
| Value At Risk | (1.06) | |||
| Potential Upside | 1.17 |
Other Information on Investing in Vela Mutual Fund
Vela Small 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 Small security.
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