Anchor Tactical Financials
| ATESX Fund | USD 14.43 0.19 1.33% |
Anchor |
Please note that past performance is not an indicator of the future performance of Anchor Tactical, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Anchor Tactical Fund Summary
Anchor Tactical competes with Neuberger Berman, and Diamond Hill. Under normal market conditions, the fund invests, directly or indirectly through unaffiliated exchange traded funds and mutual funds, at least 80 percent of its net assets in long and short positions in equity securities. It may invest in inverse funds linked to equity securities or indices when the adviser believes this strategy will provide an effective hedge to manage risk for the funds equity investments.Specialization | Long-Short Equity, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Northern Lights |
| Mutual Fund Family | Anchor |
| Mutual Fund Category | Long-Short Equity |
| Benchmark | NYSE Composite |
| Phone | 844 594 1226 |
| Currency | USD - US Dollar |
Anchor Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Anchor Tactical's current stock value. Our valuation model uses many indicators to compare Anchor Tactical value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Anchor Tactical competition to find correlations between indicators driving Anchor Tactical's intrinsic value. More Info.Anchor Tactical Equity is second largest fund in annual yield among similar funds. It is second largest fund in year to date return among similar funds creating about 392.45 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Anchor Tactical by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Anchor Tactical's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Anchor Tactical's earnings, one of the primary drivers of an investment's value.Anchor Tactical Equity Systematic Risk
Anchor Tactical's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Anchor Tactical volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Anchor Tactical Equity correlated with the market. If Beta is less than 0 Anchor Tactical generally moves in the opposite direction as compared to the market. If Anchor Tactical Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Anchor Tactical Equity is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Anchor Tactical is generally in the same direction as the market. If Beta > 1 Anchor Tactical moves generally in the same direction as, but more than the movement of the benchmark.
Anchor Tactical May 16, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Anchor Tactical help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Anchor Tactical Equity. We use our internally-developed statistical techniques to arrive at the intrinsic value of Anchor Tactical Equity based on widely used predictive technical indicators. In general, we focus on analyzing Anchor Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Anchor Tactical's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.6979 | |||
| Information Ratio | (0.13) | |||
| Maximum Drawdown | 3.89 | |||
| Value At Risk | (1.34) | |||
| Potential Upside | 1.26 |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Anchor Tactical Equity. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in state. You can also try the Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.