Vela Income Financials
| VIOIX Fund | USD 9.89 0.05 0.51% |
Vela |
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.
Vela Income Fund Summary
Vela Income competes with Siit Global, Kinetics Global, Investec Global, Ab Global, and Barings Global. The fund, under normal market conditions, invests at least 80 percent of its net assets in income producing securities. The fund may invest in common equities of large, mid and small capitalization companies , real estate investment trusts , preferred equity securities, convertible securities, and master limited partnerships . The fund will limit its investments in MLPs to less than 25 percent of net assets.Specialization | Allocation--70% to 85% Equity, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Mutual Fund Family | VELA Funds |
| Mutual Fund Category | Allocation--70% to 85% Equity |
| Benchmark | Dow Jones Industrial |
| Currency | USD - US Dollar |
Vela Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Vela Income's current stock value. Our valuation model uses many indicators to compare Vela Income value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Vela Income competition to find correlations between indicators driving Vela Income's intrinsic value. More Info.Vela Income Opportunities is presently regarded as number one fund in annual yield among similar funds. It also is presently regarded as number one fund in net asset among similar funds making up about 708,201,511 of Net Asset 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 Vela Income's earnings, one of the primary drivers of an investment's value.Vela Income Opportunities Systematic Risk
Vela Income's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Vela Income 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 Vela Income Opportunities correlated with the market. If Beta is less than 0 Vela Income generally moves in the opposite direction as compared to the market. If Vela Income Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Vela Income Opportunities is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Vela Income is generally in the same direction as the market. If Beta > 1 Vela Income moves generally in the same direction as, but more than the movement of the benchmark.
Vela Income December 11, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Vela Income help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Vela Income Opportunities. We use our internally-developed statistical techniques to arrive at the intrinsic value of Vela Income Opportunities based on widely used predictive technical indicators. In general, we focus on analyzing Vela Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Vela Income's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.3624 | |||
| Information Ratio | (0.24) | |||
| Maximum Drawdown | 1.93 | |||
| Value At Risk | (0.52) | |||
| Potential Upside | 0.6116 |
Other Information on Investing in Vela Mutual Fund
Vela Income financial ratios help investors to determine whether Vela 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 Vela with respect to the benefits of owning Vela Income security.
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