Equinox Campbell Strategy Fund Quote
| EBSCX Fund | USD 8.96 0.02 0.22% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Equinox Campbell is trading at 8.96 as of the 22nd of December 2024; that is 0.22 percent decrease since the beginning of the trading day. The fund's open price was 8.98. Equinox Campbell has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 22nd of November 2024 and ending today, the 22nd of December 2024. Click here to learn more.
The fund pursues its investment objective by investing its assets pursuant to the Campbell Systematic Macro Program allocating up to 25 percent of its total assets in its wholly-owned subsidiary, Campbell Systematic Macro Offshore Limited , which is organized under the acts of the Cayman Islands and employs the Advisers Campbell Systematic Macro Program, and allocating the remainder of its assets directly in a portfolio of investment grade securities for cash management purposes. More on Equinox Campbell Strategy
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Equinox Mutual Fund Highlights
| Fund Concentration | Equinox Funds, Large Blend Funds, Macro Trading Funds, Macro Trading, Equinox (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of February 2020 |
| Fiscal Year End | September |
Equinox Campbell Strategy [EBSCX] is traded in USA and was established 22nd of December 2024. Equinox Campbell is listed under Equinox category by Fama And French industry classification. The fund is listed under Macro Trading category and is part of Equinox family. This fund currently has accumulated 161.76 M in assets under management (AUM) with no minimum investment requirementsEquinox Campbell Strategy is currently producing year-to-date (YTD) return of 9.76% with the current yeild of 0.0%, while the total return for the last 3 years was 11.68%.
Check Equinox Campbell Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Equinox Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Equinox Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Equinox Campbell Strategy Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Equinox Campbell Strategy Risk Profiles
| Mean Deviation | 0.5138 | |||
| Standard Deviation | 0.7035 | |||
| Variance | 0.4949 | |||
| Risk Adjusted Performance | (0.02) |
Equinox Campbell Against Markets
Other Information on Investing in Equinox Mutual Fund
Equinox Campbell financial ratios help investors to determine whether Equinox 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 Equinox with respect to the benefits of owning Equinox Campbell security.
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