ALPINE Five Year Return

ATOAX
 Fund
  

USD 10.07  0.01  0.1%   

ALPINE ULTRA SHORT fundamentals help investors to digest information that contributes to ALPINE ULTRA's financial success or failures. It also enables traders to predict the movement of ALPINE Mutual Fund. The fundamental analysis module provides a way to measure ALPINE ULTRA'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 ALPINE ULTRA mutual fund.
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  

ALPINE Five Year Return Analysis

ALPINE ULTRA's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Five Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Five Year Return | All Equity Analysis

Current ALPINE ULTRA Five Year Return

    
  0.82 %  
Most of ALPINE ULTRA's fundamental indicators, such as Five 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, ALPINE ULTRA SHORT is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Compare to competition

ALPINE ULTRA Five Year Return Component Assessment

According to the company disclosure, ALPINE ULTRA SHORT has a Five Year Return of 0.82%. This is much higher than that of the Aberdeen family and significantly higher than that of the Muni National Short category. The five year return for all United States funds is notably lower than that of the firm.

ALPINE Five Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses ALPINE ULTRA's direct or indirect competition against its Five 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 ALPINE ULTRA could also be used in its relative valuation, which is a method of valuing ALPINE ULTRA by comparing valuation metrics of similar companies.
ALPINE ULTRA is currently under evaluation in five year return among similar funds.

Fund Asset Allocation for ALPINE ULTRA

The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in cash and cash equivalents.
   Value   
       Instrument Type  

ALPINE Fundamentals

About ALPINE ULTRA Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze ALPINE ULTRA SHORT's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of ALPINE ULTRA using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of ALPINE ULTRA SHORT 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.
The fund invests its assets in a combination of tax-exempt obligations and taxable debt obligations. Aberdeen Ultra is traded on NASDAQ Exchange in the United States.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards ALPINE ULTRA in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, ALPINE ULTRA's short interest history, or implied volatility extrapolated from ALPINE ULTRA options trading.

Pair Trading with ALPINE ULTRA

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if ALPINE ULTRA position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in ALPINE ULTRA will appreciate offsetting losses from the drop in the long position's value.

Moving against ALPINE ULTRA

-0.6DISWalt Disney TrendingPairCorr
The ability to find closely correlated positions to ALPINE ULTRA could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace ALPINE ULTRA when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back ALPINE ULTRA - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling ALPINE ULTRA SHORT to buy it.
The correlation of ALPINE ULTRA is a statistical measure of how it moves in relation to other equities. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as ALPINE ULTRA moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if ALPINE ULTRA SHORT moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for ALPINE ULTRA can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
Please continue to ALPINE ULTRA Piotroski F Score and ALPINE ULTRA Altman Z Score analysis. Note that the ALPINE ULTRA SHORT information on this page should be used as a complementary analysis to other ALPINE ULTRA's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Money Flow Index module to determine momentum by analyzing Money Flow Index and other technical indicators.

Complementary Tools for ALPINE Mutual Fund analysis

When running ALPINE ULTRA SHORT price analysis, check to measure ALPINE ULTRA's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy ALPINE ULTRA is operating at the current time. Most of ALPINE ULTRA's value examination focuses on studying past and present price action to predict the probability of ALPINE ULTRA's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move ALPINE ULTRA's price. Additionally, you may evaluate how the addition of ALPINE ULTRA to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between ALPINE ULTRA's value and its price as these two are different measures arrived at by different means. Investors typically determine ALPINE ULTRA value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, ALPINE ULTRA's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.