Campbell Systematic Macro Fund Quote
| EBSAX Fund | USD 9.78 0.04 0.41% |
PerformanceVery Weak
| Odds Of DistressLow
|
Campbell Systematic is trading at 9.78 as of the 21st of July 2025; that is 0.41 percent down since the beginning of the trading day. The fund's open price was 9.82. Campbell Systematic has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 22nd of April 2025 and ending today, the 21st of July 2025. Click here to learn more.
The fund pursues its investment objective by investing its assets pursuant to the Campbell Systematic Macro Program allocating up to 25 percent of its total assets in its wholly-owned subsidiary, Campbell Systematic Macro Offshore Limited , which is organized under the acts of the Cayman Islands and employs the Advisers Campbell Systematic Macro Program, and allocating the remainder of its assets directly in a portfolio of investment grade securities for cash management purposes. More on Campbell Systematic Macro
Moving together with Campbell Mutual Fund
Moving against Campbell Mutual Fund
Campbell Mutual Fund Highlights
| Fund Concentration | Equinox Funds, Large Blend Funds, Macro Trading Funds, Macro Trading, Equinox (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of February 2020 |
| Fiscal Year End | September |
Campbell Systematic Macro [EBSAX] is traded in USA and was established 21st of July 2025. Campbell Systematic is listed under Equinox category by Fama And French industry classification. The fund is listed under Macro Trading category and is part of Equinox family. This fund currently has accumulated 161.76 M in assets under management (AUM) with no minimum investment requirementsCampbell Systematic Macro is currently producing year-to-date (YTD) return of 0.93% with the current yeild of 0.01%, while the total return for the last 3 years was 3.4%.
Check Campbell Systematic Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Campbell Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Campbell Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Campbell Systematic Macro Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Campbell Systematic Macro Risk Profiles
| Mean Deviation | 0.3638 | |||
| Semi Deviation | 0.4352 | |||
| Standard Deviation | 0.4517 | |||
| Variance | 0.204 |
Campbell Systematic Against Markets
Other Information on Investing in Campbell Mutual Fund
Campbell Systematic financial ratios help investors to determine whether Campbell 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 Campbell with respect to the benefits of owning Campbell Systematic security.
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Global Markets Map Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes | |
| Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios |