Bts Tactical Fixed Fund Fundamentals
| BTFAX Fund | USD 7.96 0.03 0.38% |
Bts Tactical Fixed fundamentals help investors to digest information that contributes to Bts Tactical's financial success or failures. It also enables traders to predict the movement of Bts Mutual Fund. The fundamental analysis module provides a way to measure Bts Tactical's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Bts Tactical mutual fund.
Bts |
Bts Tactical Fixed Mutual Fund Three Year Return Analysis
Bts Tactical's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Bts Tactical Three Year Return | (1.80) % |
Most of Bts Tactical's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Bts Tactical Fixed is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Bts Tactical Fixed has a Three Year Return of -1.796%. This is much lower than that of the BTS family and significantly lower than that of the Nontraditional Bond category. The three year return for all United States funds is notably higher than that of the company.
Bts Tactical Fixed Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Bts Tactical's current stock value. Our valuation model uses many indicators to compare Bts Tactical value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Bts Tactical competition to find correlations between indicators driving Bts Tactical's intrinsic value. More Info.Bts Tactical Fixed is second largest fund in annual yield among similar funds. It is fifth largest fund in year to date return among similar funds creating about 154.44 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 Bts Tactical's earnings, one of the primary drivers of an investment's value.Bts Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Bts Tactical's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Bts Tactical could also be used in its relative valuation, which is a method of valuing Bts Tactical by comparing valuation metrics of similar companies.Bts Tactical is fifth largest fund in three year return among similar funds.
Fund Asset Allocation for Bts Tactical
The fund consists of 91.76% investments in fixed income securities, with the rest of funds allocated in stocks, cash and various exotic instruments.Asset allocation divides Bts Tactical's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Bts Fundamentals
| Total Asset | 25.34 M | ||||
| Annual Yield | 0.04 % | ||||
| Year To Date Return | 6.58 % | ||||
| One Year Return | 8.92 % | ||||
| Three Year Return | (1.80) % | ||||
| Five Year Return | (0.99) % | ||||
| Net Asset | 97.58 M | ||||
| Minimum Initial Investment | 1 K | ||||
| Last Dividend Paid | 0.06 | ||||
| Cash Position Weight | 6.85 % | ||||
| Equity Positions Weight | 0.03 % | ||||
| Bond Positions Weight | 91.76 % |
About Bts Tactical Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Bts Tactical Fixed's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Bts Tactical using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Bts Tactical Fixed based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.Under normal circumstances, the fund invests at least 80 percent of its assets in fixed income securities of domestic and foreign issuers or counterparties . The Adviser seeks to achieve the funds investment objective by investing primarily in a portfolio of fixed income securities without restriction as to maturity, credit quality, type of issuer, country or currency.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Bts Mutual Fund
Bts Tactical financial ratios help investors to determine whether Bts 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 Bts with respect to the benefits of owning Bts Tactical security.
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