Equinox Chesapeake Strategy Fund Manager Performance Evaluation
| ECHAX Fund | USD 10.41 0.18 1.70% |
The fund shows a Beta (market volatility) of 0.55, which means possible diversification benefits within a given portfolio. As returns on the market increase, Equinox Chesapeake's returns are expected to increase less than the market. However, during the bear market, the loss of holding Equinox Chesapeake is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Equinox Chesapeake Strategy has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Equinox Chesapeake is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of February 2023 | |
| Expense Ratio | 2.2300 |
Equinox |
Equinox Chesapeake Relative Risk vs. Return Landscape
If you would invest 1,086 in Equinox Chesapeake Strategy on September 23, 2024 and sell it today you would lose (45.00) from holding Equinox Chesapeake Strategy or give up 4.14% of portfolio value over 90 days. Equinox Chesapeake Strategy is currently producing negative expected returns and takes up 0.9179% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Equinox, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Equinox Chesapeake Current Valuation
Fairly Valued
Today
Please note that Equinox Chesapeake's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Equinox Chesapeake shows a prevailing Real Value of $10.47 per share. The current price of the fund is $10.41. We determine the value of Equinox Chesapeake from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Equinox Chesapeake is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Equinox Mutual Fund. However, Equinox Chesapeake's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 10.41 | Real 10.47 | Hype 10.41 |
The intrinsic value of Equinox Chesapeake's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Equinox Chesapeake's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Equinox Chesapeake Strategy helps investors to forecast how Equinox mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Equinox Chesapeake more accurately as focusing exclusively on Equinox Chesapeake's fundamentals will not take into account other important factors: Equinox Chesapeake Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Equinox Chesapeake's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Equinox Chesapeake Strategy, and traders can use it to determine the average amount a Equinox Chesapeake's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0664
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | ECHAX |
Estimated Market Risk
| 0.92 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.06 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Equinox Chesapeake is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Equinox Chesapeake by adding Equinox Chesapeake to a well-diversified portfolio.
Equinox Chesapeake Fundamentals Growth
Equinox Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Equinox Chesapeake, and Equinox Chesapeake fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Equinox Mutual Fund performance.
| Total Asset | 8.07 M | ||||
About Equinox Chesapeake Performance
Evaluating Equinox Chesapeake's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Equinox Chesapeake has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Equinox Chesapeake has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund makes a combination of investments directly in an actively managed fixed-income portfolio comprised of cash, cash equivalents, securities issued by the U.S. government with one year or less term to maturity and money market funds and directly or indirectly in a diversified portfolio of futures contracts and futures-related instruments such as forwards and swaps in broadly diversified global markets across a wide range of asset classes, including equities, fixed income, currencies and commodities, utilizing a portfolio of futures, forwards, options, spot contracts and swaps.Things to note about Equinox Chesapeake performance evaluation
Checking the ongoing alerts about Equinox Chesapeake for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Equinox Chesapeake help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Equinox Chesapeake generated a negative expected return over the last 90 days | |
| The fund retains about 94.35% of its assets under management (AUM) in cash |
- Analyzing Equinox Chesapeake's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Equinox Chesapeake's stock is overvalued or undervalued compared to its peers.
- Examining Equinox Chesapeake's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Equinox Chesapeake's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Equinox Chesapeake's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Equinox Chesapeake's mutual fund. These opinions can provide insight into Equinox Chesapeake's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Equinox Mutual Fund
Equinox Chesapeake 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 Chesapeake security.
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