Ips Strategic Financials
| IPSAX Fund | USD 12.00 0.24 1.96% |
Ips |
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.
Ips Strategic Fund Summary
Ips Strategic competes with Transamerica Multi, Transamerica Capital, Voya Solution, Transamerica Flexible, and Transamerica Smallmid. The funds primary strategy consists of selling and purchasing put and call options on equity indexes and exchange traded funds. The sale of put options generates income for the fund, but exposes it to the risk of declines in the value of the underlying assets. The risk in purchasing options is limited to the premium paid by the fund for the options. The sale of call options generates income for the fund but may limit the funds participation in equity market gains. The funds investment adviser seeks to reduce the overall volatility of returns by managing a portfolio of options. It is non-diversified.Specialization | Options Trading, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US98212F4019 |
| Business Address | Wp Trust |
| Mutual Fund Family | WP Trust |
| Mutual Fund Category | Options Trading |
| Benchmark | Dow Jones Industrial |
| Phone | 866 959 9260 |
| Currency | USD - US Dollar |
Ips Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Ips Strategic's current stock value. Our valuation model uses many indicators to compare Ips Strategic value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Ips Strategic competition to find correlations between indicators driving Ips Strategic's intrinsic value. More Info.Ips Strategic Capital is currently considered the top fund in year to date return among similar funds. It also is currently considered the top fund in one year return among similar funds reporting about 1.07 of One Year Return per Year To Date Return. 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 Ips Strategic's earnings, one of the primary drivers of an investment's value.Ips Strategic Capital Systematic Risk
Ips Strategic's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Ips Strategic 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 Ips Strategic Capital correlated with the market. If Beta is less than 0 Ips Strategic generally moves in the opposite direction as compared to the market. If Ips Strategic Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Ips Strategic Capital is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Ips Strategic is generally in the same direction as the market. If Beta > 1 Ips Strategic moves generally in the same direction as, but more than the movement of the benchmark.
Ips Strategic December 19, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Ips Strategic help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Ips Strategic Capital. We use our internally-developed statistical techniques to arrive at the intrinsic value of Ips Strategic Capital based on widely used predictive technical indicators. In general, we focus on analyzing Ips Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Ips Strategic's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.4515 | |||
| Information Ratio | 0.1139 | |||
| Maximum Drawdown | 2.42 | |||
| Value At Risk | (0.66) | |||
| Potential Upside | 0.7544 |
Other Information on Investing in Ips Mutual Fund
Ips Strategic financial ratios help investors to determine whether Ips 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 Ips with respect to the benefits of owning Ips Strategic security.
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing |