Northern E Bond Fund Manager Performance Evaluation
The fund secures a Beta (Market Risk) of 0.0, which conveys not very significant fluctuations relative to the market. the returns on MARKET and Northern E are completely uncorrelated.
Risk-Adjusted Performance
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Over the last 90 days Northern E Bond has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental drivers, Northern E 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 | 29th of July 2022 | |
| Expense Ratio | 0.4100 |
Northern |
Northern E Relative Risk vs. Return Landscape
If you would invest 0.00 in Northern E Bond on March 12, 2024 and sell it today you would earn a total of 0.00 from holding Northern E Bond or generate 0.0% return on investment over 90 days. Northern E Bond is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Northern, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Northern E Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Northern E's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Northern E Bond, and traders can use it to determine the average amount a Northern E'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 = 0.0
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Based on monthly moving average Northern E 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 Northern E by adding Northern E to a well-diversified portfolio.
Northern E Fundamentals Growth
Northern Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Northern E, and Northern E 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 Northern Mutual Fund performance.
About Northern E Performance
To evaluate Northern E Bond Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Northern E generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Northern Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Northern E Bond market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Northern's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The fund will seek capital appreciation and current income in the advisors attempt to maximize total return. Northern Funds is traded on NASDAQ Exchange in the United States.Things to note about Northern E Bond performance evaluation
Checking the ongoing alerts about Northern E for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Northern E Bond help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Northern E Bond generated five year return of 0.0% | |
| This fund maintains about 95.98% of its assets in bonds |
- Analyzing Northern E'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 Northern E's stock is overvalued or undervalued compared to its peers.
- Examining Northern E'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 Northern E's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Northern E's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Northern E's mutual fund. These opinions can provide insight into Northern E's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Northern Mutual Fund
Northern E financial ratios help investors to determine whether Northern 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 Northern with respect to the benefits of owning Northern E security.
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Global Correlations Find global opportunities by holding instruments from different markets |