Vulcan Value Financials
| VVPSX Fund | USD 12.39 0.10 0.80% |
Vulcan |
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.
Vulcan Value Fund Summary
Vulcan Value competes with Vulcan Value, Vulcan Value, Vulcan Value, and Aqr Managed. The fund seeks to achieve long-term capital appreciation by investing primarily in publicly traded small-cap companies the fund believes to be both undervalued and possessing a sustainable competitive advantage. The fund seeks to determine business or intrinsic value through disciplined financial analysis. The fund may invest up to 30 percent of net assets in publicly traded foreign securities and may hold up to 15 percent of net assets in illiquid securities. It is non-diversified.Specialization | Small Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US3176096838 |
| Business Address | Financial Investors Trust |
| Mutual Fund Family | Vulcan Value Partners |
| Mutual Fund Category | Small Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 877 421 5078 |
| Currency | USD - US Dollar |
Vulcan Value Key Financial Ratios
Vulcan Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Vulcan Value's current stock value. Our valuation model uses many indicators to compare Vulcan Value value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Vulcan Value competition to find correlations between indicators driving Vulcan Value's intrinsic value. More Info.Vulcan Value Partners is rated below average in price to earning among similar funds. It also is rated below average in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Vulcan Value Partners is roughly 8.53 . 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 Vulcan Value's earnings, one of the primary drivers of an investment's value.Vulcan Value Partners Systematic Risk
Vulcan Value's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Vulcan Value 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 ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Vulcan Value Partners correlated with the market. If Beta is less than 0 Vulcan Value generally moves in the opposite direction as compared to the market. If Vulcan Value Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Vulcan Value Partners is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Vulcan Value is generally in the same direction as the market. If Beta > 1 Vulcan Value moves generally in the same direction as, but more than the movement of the benchmark.
Vulcan Value December 15, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Vulcan Value help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Vulcan Value Partners. We use our internally-developed statistical techniques to arrive at the intrinsic value of Vulcan Value Partners based on widely used predictive technical indicators. In general, we focus on analyzing Vulcan Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Vulcan Value's daily price indicators and compare them against related drivers.
| Information Ratio | (0.13) | |||
| Maximum Drawdown | 3.84 | |||
| Value At Risk | (1.40) | |||
| Potential Upside | 1.87 |
Other Information on Investing in Vulcan Mutual Fund
Vulcan Value financial ratios help investors to determine whether Vulcan 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 Vulcan with respect to the benefits of owning Vulcan Value security.
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