Yorktown Small-cap Financials
| YOVIX Fund | USD 16.75 0.10 0.60% |
Yorktown |
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.
Yorktown Small-cap Fund Summary
Yorktown Small-cap competes with James Balanced:, Oppenheimer Gold, Deutsche Gold, World Precious, and Precious Metals. The fund seeks to achieve its investment objective by investing in U.S. listed securities with market capitalization within the range of the targeted benchmark, the Russell 2000 Index. Under normal circumstances, it invests at least 80 percent of its assets in small cap companies. The fund may hold up to 15 percent of its assets in American Depositary Receipts . Typically, it invests in approximately 40-60 stocks that pass the funds Investment Managers stringent quantitative and fundamental criteria.Specialization | Small Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | API Funds Portfolios |
| Mutual Fund Family | Yorktown Funds |
| Mutual Fund Category | Small Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 544 6060 |
| Currency | USD - US Dollar |
Yorktown Small-cap Key Financial Ratios
Yorktown Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Yorktown Small-cap's current stock value. Our valuation model uses many indicators to compare Yorktown Small-cap value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Yorktown Small-cap competition to find correlations between indicators driving Yorktown Small-cap's intrinsic value. More Info.Yorktown Small Cap Fund is presently regarded as number one fund in year to date return among similar funds. It also is presently regarded as number one fund in one year return among similar funds reporting about 2.78 of One Year Return per Year To Date Return. 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 Yorktown Small-cap's earnings, one of the primary drivers of an investment's value.Yorktown Small Cap Systematic Risk
Yorktown Small-cap's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Yorktown Small-cap 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 thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Yorktown Small Cap correlated with the market. If Beta is less than 0 Yorktown Small-cap generally moves in the opposite direction as compared to the market. If Yorktown Small-cap Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Yorktown Small Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Yorktown Small-cap is generally in the same direction as the market. If Beta > 1 Yorktown Small-cap moves generally in the same direction as, but more than the movement of the benchmark.
Yorktown Small-cap January 20, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Yorktown Small-cap help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Yorktown Small Cap Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Yorktown Small Cap Fund based on widely used predictive technical indicators. In general, we focus on analyzing Yorktown Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Yorktown Small-cap's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.2 | |||
| Information Ratio | 0.0229 | |||
| Maximum Drawdown | 8.73 | |||
| Value At Risk | (1.23) | |||
| Potential Upside | 1.67 |
Other Information on Investing in Yorktown Mutual Fund
Yorktown Small-cap financial ratios help investors to determine whether Yorktown 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 Yorktown with respect to the benefits of owning Yorktown Small-cap security.
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