Aspiriant Defensive Financials
| RMDFX Fund | USD 11.27 0.01 0.09% |
Aspiriant |
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.
Aspiriant Defensive Fund Summary
Aspiriant Defensive competes with Aspiriant Risk, Aspiriant Risk-managed, Aspiriant Risk-managed, and Mfs Municipal. The fund is a fund-of-funds that seeks to provide an investment return that has lower volatility than traditional asset classes by combining several non-traditional or alternative asset class exposures, including investments that focus on a specialized asset class such as long-short strategies. It is non-diversified.Specialization | Multistrategy, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US04537J2015 |
| Business Address | Aspiriant Global Equity |
| Mutual Fund Family | Aspiriant |
| Mutual Fund Category | Multistrategy |
| Benchmark | Dow Jones Industrial |
| Phone | 877 997 9971 |
| Currency | USD - US Dollar |
Aspiriant Defensive Key Financial Ratios
Aspiriant Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Aspiriant Defensive's current stock value. Our valuation model uses many indicators to compare Aspiriant Defensive value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Aspiriant Defensive competition to find correlations between indicators driving Aspiriant Defensive's intrinsic value. More Info.Aspiriant Defensive Allocation is rated below average in annual yield among similar funds. It also is rated below average in year to date return among similar funds creating about 182.10 of Year To Date Return per Annual Yield. 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 Aspiriant Defensive's earnings, one of the primary drivers of an investment's value.Aspiriant Defensive Systematic Risk
Aspiriant Defensive's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Aspiriant Defensive 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 twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Aspiriant Defensive correlated with the market. If Beta is less than 0 Aspiriant Defensive generally moves in the opposite direction as compared to the market. If Aspiriant Defensive Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Aspiriant Defensive is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Aspiriant Defensive is generally in the same direction as the market. If Beta > 1 Aspiriant Defensive moves generally in the same direction as, but more than the movement of the benchmark.
Aspiriant Defensive July 20, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Aspiriant Defensive help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Aspiriant Defensive Allocation. We use our internally-developed statistical techniques to arrive at the intrinsic value of Aspiriant Defensive Allocation based on widely used predictive technical indicators. In general, we focus on analyzing Aspiriant Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Aspiriant Defensive's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.2082 | |||
| Information Ratio | (0.38) | |||
| Maximum Drawdown | 0.825 | |||
| Value At Risk | (0.18) | |||
| Potential Upside | 0.361 |
Other Information on Investing in Aspiriant Mutual Fund
Aspiriant Defensive financial ratios help investors to determine whether Aspiriant 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 Aspiriant with respect to the benefits of owning Aspiriant Defensive security.
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