The Arbitrage Credit Fund Fundamentals
| AGCAX Fund | USD 9.77 0.01 0.10% |
The Arbitrage Credit fundamentals help investors to digest information that contributes to Arbitrage Credit's financial success or failures. It also enables traders to predict the movement of Arbitrage Mutual Fund. The fundamental analysis module provides a way to measure Arbitrage Credit's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Arbitrage Credit mutual fund.
Arbitrage |
The Arbitrage Credit Mutual Fund Year To Date Return Analysis
Arbitrage Credit's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Arbitrage Credit Year To Date Return | 4.92 % |
Most of Arbitrage Credit's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, The Arbitrage Credit is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
In accordance with the company's disclosures, The Arbitrage Credit has a Year To Date Return of 4.924%. This is much higher than that of the Arbitrage Fund family and significantly higher than that of the Nontraditional Bond category. The year to date return for all United States funds is notably lower than that of the firm.
Arbitrage Credit Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Arbitrage Credit's current stock value. Our valuation model uses many indicators to compare Arbitrage Credit value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Arbitrage Credit competition to find correlations between indicators driving Arbitrage Credit's intrinsic value. More Info.The Arbitrage Credit is fifth largest fund in price to earning among similar funds. It is rated below average in price to book among similar funds fabricating about 0.05 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for The Arbitrage Credit is roughly 22.07 . 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 Arbitrage Credit's earnings, one of the primary drivers of an investment's value.Arbitrage Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Arbitrage Credit's direct or indirect competition against its Year To Date Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Arbitrage Credit could also be used in its relative valuation, which is a method of valuing Arbitrage Credit by comparing valuation metrics of similar companies.Arbitrage Credit is second largest fund in year to date return among similar funds.
Fund Asset Allocation for Arbitrage Credit
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in bonds and cash equivalents.Asset allocation divides Arbitrage Credit's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Arbitrage Fundamentals
| Price To Earning | 85.43 X | ||||
| Price To Book | 3.87 X | ||||
| Price To Sales | 5.29 X | ||||
| Total Asset | 125.53 M | ||||
| Annual Yield | 0.05 % | ||||
| Year To Date Return | 4.92 % | ||||
| One Year Return | 5.95 % | ||||
| Three Year Return | 3.07 % | ||||
| Five Year Return | 3.71 % | ||||
| Net Asset | 53.53 M | ||||
| Last Dividend Paid | 0.02 | ||||
| Cash Position Weight | 11.57 % | ||||
| Equity Positions Weight | (5.94) % | ||||
| Bond Positions Weight | 6.62 % |
About Arbitrage Credit Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze The Arbitrage Credit's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Arbitrage Credit using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of The Arbitrage Credit based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund invests primarily in a portfolio of debt securities including corporate bonds and debentures , bank loans, convertible and preferred securities, credit default swaps and other debt instruments and derivatives that the funds investment adviser believes have debt-like characteristics. It invests in both U.S. and foreign debt securities. The principal types of derivatives in which the fund may invest are credit default swaps, interest rate swaps, total return swaps, futures and options.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Arbitrage Mutual Fund
Arbitrage Credit financial ratios help investors to determine whether Arbitrage 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 Arbitrage with respect to the benefits of owning Arbitrage Credit security.
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