1919 Financial Financials
| LMRIX Fund | USD 25.65 0.12 0.47% |
1919 |
Please note that past performance is not an indicator of the future performance of 1919 Financial, 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.
1919 Financial Fund Summary
1919 Financial competes with 1919 Socially, 1919 Financial, Blackrock Basic, Royce Global, and Lord Abbett. The fund normally invests at least 80 percent of its net assets in equity securities of issuers in the financial services industry that the Adviser believes are undervalued and thus may offer above-average potential for capital appreciation. It may invest its assets in securities of foreign financial services companies. The fund may invest in fixed income securities, including high yield securities or junk bonds. It may invest in shares of open-end funds or ETFs.Specialization | Financial, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Trust for Advised |
| Mutual Fund Family | 1919 Funds |
| Mutual Fund Category | Financial |
| Benchmark | NYSE Composite |
| Phone | 844 828 1919 |
| Currency | USD - US Dollar |
You should never invest in 1919 Financial Services without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of 1919 Mutual Fund, because this is throwing your money away. Analyzing the key information contained in 1919 Financial's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
1919 Financial Key Financial Ratios
Generally speaking, 1919 Financial's financial ratios allow both analysts and investors to convert raw data from 1919 Financial's financial statements into concise, actionable information that can be used to evaluate the performance of 1919 Financial over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that 1919 Financial Services reports annually and quarterly.1919 Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining 1919 Financial's current stock value. Our valuation model uses many indicators to compare 1919 Financial value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across 1919 Financial competition to find correlations between indicators driving 1919 Financial's intrinsic value. More Info.1919 Financial Services is number one fund in price to earning among similar funds. It is number one fund in price to book among similar funds fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for 1919 Financial Services is roughly 10.43 . Comparative valuation analysis is a catch-all model that can be used if you cannot value 1919 Financial by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for 1919 Financial'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 1919 Financial's earnings, one of the primary drivers of an investment's value.1919 Financial Services Systematic Risk
1919 Financial's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. 1919 Financial 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.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on 1919 Financial Services correlated with the market. If Beta is less than 0 1919 Financial generally moves in the opposite direction as compared to the market. If 1919 Financial Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one 1919 Financial Services is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of 1919 Financial is generally in the same direction as the market. If Beta > 1 1919 Financial moves generally in the same direction as, but more than the movement of the benchmark.
1919 Financial April 19, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of 1919 Financial help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of 1919 Financial Services. We use our internally-developed statistical techniques to arrive at the intrinsic value of 1919 Financial Services based on widely used predictive technical indicators. In general, we focus on analyzing 1919 Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build 1919 Financial's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.9682 | |||
| Information Ratio | (0.05) | |||
| Maximum Drawdown | 4.18 | |||
| Value At Risk | (1.36) | |||
| Potential Upside | 1.43 |
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in 1919 Financial Services. 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 gross domestic product. You can also try the Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.