Portfolio Financials
| PORTX Fund | USD 64.37 0.18 0.28% |
Portfolio |
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.
Portfolio Fund Summary
Portfolio competes with SCOR PK, Morningstar Unconstrained, Thrivent High, Via Renewables, and Bondbloxx ETF. Under normal conditions, the fund seeks to achieve its investment objective by investing at least 80 percent of its net assets in equity securities of small and mid-sized companies that meet Trilliums Environmental, Social, and Governance criteria.Specialization | World Large-Stock Blend, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US7429355883 |
| Business Address | CO Bancorp Fund |
| Mutual Fund Family | Trillium Mutual Funds |
| Mutual Fund Category | World Large-Stock Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 866 209 1962 |
| Currency | USD - US Dollar |
Portfolio Key Financial Ratios
Portfolio Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Portfolio's current stock value. Our valuation model uses many indicators to compare Portfolio value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Portfolio competition to find correlations between indicators driving Portfolio's intrinsic value. More Info.Portfolio 21 Global is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.14 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Portfolio 21 Global is roughly 6.93 . 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 Portfolio's earnings, one of the primary drivers of an investment's value.Portfolio 21 Global Systematic Risk
Portfolio's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Portfolio 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 thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Portfolio 21 Global correlated with the market. If Beta is less than 0 Portfolio generally moves in the opposite direction as compared to the market. If Portfolio Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Portfolio 21 Global is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Portfolio is generally in the same direction as the market. If Beta > 1 Portfolio moves generally in the same direction as, but more than the movement of the benchmark.
Portfolio December 11, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Portfolio help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Portfolio 21 Global. We use our internally-developed statistical techniques to arrive at the intrinsic value of Portfolio 21 Global based on widely used predictive technical indicators. In general, we focus on analyzing Portfolio Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Portfolio's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.559 | |||
| Information Ratio | (0.1) | |||
| Maximum Drawdown | 2.91 | |||
| Value At Risk | (0.71) | |||
| Potential Upside | 0.9286 |
Other Information on Investing in Portfolio Mutual Fund
Portfolio financial ratios help investors to determine whether Portfolio 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 Portfolio with respect to the benefits of owning Portfolio security.
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Portfolio Anywhere Track or share privately all of your investments from the convenience of any device | |
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk |