Equinox Campbell Net Asset vs. Five Year Return
| EBSCX Fund | USD 8.96 0.02 0.22% |
For Equinox Campbell profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Equinox Campbell to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Equinox Campbell Strategy utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Equinox Campbell's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Equinox Campbell Strategy over time as well as its relative position and ranking within its peers.
Equinox |
Equinox Campbell Strategy Five Year Return vs. Net Asset Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Equinox Campbell's current stock value. Our valuation model uses many indicators to compare Equinox Campbell value to that of its competitors to determine the firm's financial worth. Equinox Campbell Strategy is one of the top funds in net asset among similar funds. It also is one of the top funds in five year return among similar funds . The ratio of Net Asset to Five Year Return for Equinox Campbell Strategy is about 18,385,370 . 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 Equinox Campbell's earnings, one of the primary drivers of an investment's value.Equinox Five Year Return vs. Net Asset
Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Equinox Campbell |
| = | 161.76 M |
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Equinox Campbell |
| = | 8.80 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Equinox Five Year Return Comparison
Equinox Campbell is currently under evaluation in five year return among similar funds.
Equinox Campbell Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Equinox Campbell, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Equinox Campbell will eventually generate negative long term returns. The profitability progress is the general direction of Equinox Campbell's change in net profit over the period of time. It can combine multiple indicators of Equinox Campbell, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
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. It is non-diversified.
Equinox Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Equinox Campbell. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Equinox Campbell position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Equinox Campbell's important profitability drivers and their relationship over time.
Use Equinox Campbell in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Equinox Campbell position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Equinox Campbell will appreciate offsetting losses from the drop in the long position's value.Equinox Campbell Pair Trading
Equinox Campbell Strategy Pair Trading Analysis
The ability to find closely correlated positions to Equinox Campbell could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Equinox Campbell when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Equinox Campbell - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Equinox Campbell Strategy to buy it.
The correlation of Equinox Campbell is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Equinox Campbell moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Equinox Campbell Strategy moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Equinox Campbell can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Equinox Campbell position
In addition to having Equinox Campbell 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?
Run Health Management Thematic Idea Now
Health Management
Major hospitals and healthcare providers. The Health Management theme has 41 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Health Management Theme or any other thematic opportunities.
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Other Information on Investing in Equinox Mutual Fund
To fully project Equinox Campbell's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Equinox Campbell Strategy at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Equinox Campbell's income statement, its balance sheet, and the statement of cash flows.
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