Evaluator Conservative Rms Fund Buy Hold or Sell Recommendation
| EVFCX Fund | USD 9.93 0.01 0.10% |
Assuming the 90 days horizon and your conservative attitude towards risk, our recommendation regarding Evaluator Conservative Rms is 'Strong Sell'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Evaluator Conservative Rms given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Evaluator Conservative Rms, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Evaluator Conservative Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note, we conduct extensive research on individual funds such as Evaluator and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Evaluator Conservative Rms. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators.
Evaluator |
Execute Evaluator Conservative Buy or Sell Advice
The Evaluator recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Evaluator Conservative Rms. Macroaxis does not own or have any residual interests in Evaluator Conservative Rms or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Evaluator Conservative's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Sell
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Analyst Consensus | Not Available | Details |
Evaluator Conservative Trading Alerts and Improvement Suggestions
| The fund retains about 13.5% of its assets under management (AUM) in cash |
Evaluator Conservative Returns Distribution Density
The distribution of Evaluator Conservative's historical returns is an attempt to chart the uncertainty of Evaluator Conservative's future price movements. The chart of the probability distribution of Evaluator Conservative daily returns describes the distribution of returns around its average expected value. We use Evaluator Conservative Rms price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Evaluator Conservative returns is essential to provide solid investment advice for Evaluator Conservative.
| Mean Return | 0.02 | Value At Risk | -0.31 | Potential Upside | 0.40 | Standard Deviation | 0.22 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Evaluator Conservative historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Evaluator Conservative Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Evaluator Conservative or E-Valuator funds sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Evaluator Conservative's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Evaluator fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.0085 | |
β | Beta against Dow Jones | 0.15 | |
σ | Overall volatility | 0.22 | |
Ir | Information ratio | -0.54 |
Evaluator Conservative Volatility Alert
Evaluator Conservative Rms exhibits very low volatility with skewness of 0.47 and kurtosis of 1.46. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Evaluator Conservative's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Evaluator Conservative's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Evaluator Conservative Fundamentals Vs Peers
Comparing Evaluator Conservative's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Evaluator Conservative's direct or indirect competition across all of the common fundamentals between Evaluator Conservative and the related equities. This way, we can detect undervalued stocks with similar characteristics as Evaluator Conservative or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Evaluator Conservative's fundamental indicators could also be used in its relative valuation, which is a method of valuing Evaluator Conservative by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Evaluator Conservative to competition |
| Fundamentals | Evaluator Conservative | Peer Average |
| Annual Yield | 0.04 % | 0.29 % |
| Year To Date Return | 7.31 % | 0.39 % |
| One Year Return | 10.57 % | 4.15 % |
| Three Year Return | 1.40 % | 3.60 % |
| Five Year Return | 3.35 % | 3.24 % |
| Net Asset | 59.4 M | 4.11 B |
| Cash Position Weight | 13.50 % | 10.61 % |
| Equity Positions Weight | 15.18 % | 63.90 % |
| Bond Positions Weight | 18.75 % | 11.24 % |
Evaluator Conservative Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Evaluator . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 9.93 | |||
| Day Typical Price | 9.93 | |||
| Price Action Indicator | 0.005 | |||
| Period Momentum Indicator | 0.01 |
About Evaluator Conservative Buy or Sell Advice
When is the right time to buy or sell Evaluator Conservative Rms? Buying financial instruments such as Evaluator Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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In addition to having Evaluator Conservative in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Other Information on Investing in Evaluator Mutual Fund
Evaluator Conservative financial ratios help investors to determine whether Evaluator 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 Evaluator with respect to the benefits of owning Evaluator Conservative security.
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