Evolutionary Tree Financials
| INVNX Fund | USD 23.08 0.20 0.87% |
Evolutionary |
Please note that you must use caution to infer results of funds 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.
Evolutionary Tree Fund Summary
Evolutionary Tree competes with Ultimus Managers, Strategic Enhanced, Vanguard 500, and California Intermediate-ter. The fund seeks to achieve its investment objective by investing principally in 25-35 growth-oriented equity securities, including domestic securities and foreign securities trading as American Depository Receipts . The Adviser selects leading innovative businesses that benefit from various types of innovation, including new products, new services, and innovative business models, for inclusion in the funds portfolio. It is non-diversified.Specialization | Large Growth, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Ultimus Managers Trust |
| Mutual Fund Family | Evolutionary Tree |
| Mutual Fund Category | Large Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 833 517 1010 |
| Currency | USD - US Dollar |
Evolutionary Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Evolutionary Tree's current stock value. Our valuation model uses many indicators to compare Evolutionary Tree value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Evolutionary Tree competition to find correlations between indicators driving Evolutionary Tree's intrinsic value. More Info.Evolutionary Tree Innovators is rated below average in net asset among similar funds. It also is rated below average in cash position weight among similar funds . The ratio of Net Asset to Cash Position Weight for Evolutionary Tree Innovators is about 4,048,624 . 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 Evolutionary Tree's earnings, one of the primary drivers of an investment's value.Evolutionary Tree Systematic Risk
Evolutionary Tree's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Evolutionary Tree 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 output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Evolutionary Tree correlated with the market. If Beta is less than 0 Evolutionary Tree generally moves in the opposite direction as compared to the market. If Evolutionary Tree Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Evolutionary Tree is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Evolutionary Tree is generally in the same direction as the market. If Beta > 1 Evolutionary Tree moves generally in the same direction as, but more than the movement of the benchmark.
Evolutionary Tree July 19, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Evolutionary Tree help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Evolutionary Tree Innovators. We use our internally-developed statistical techniques to arrive at the intrinsic value of Evolutionary Tree Innovators based on widely used predictive technical indicators. In general, we focus on analyzing Evolutionary Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Evolutionary Tree's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.08 | |||
| Information Ratio | 0.1287 | |||
| Maximum Drawdown | 5.43 | |||
| Value At Risk | (1.57) | |||
| Potential Upside | 2.45 |
Other Information on Investing in Evolutionary Mutual Fund
Evolutionary Tree financial ratios help investors to determine whether Evolutionary 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 Evolutionary with respect to the benefits of owning Evolutionary Tree security.
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