Helios Income Quality from 2010 to 2026
| HFPC-U Stock | USD 2.00 0.02 0.99% |
Income Quality | First Reported 2010-12-31 | Previous Quarter 0.86 | Current Value 0.9 | Quarterly Volatility 9.28158187 |
Check Helios Fairfax financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Helios Fairfax's main balance sheet or income statement drivers, such as Interest Expense of 2.1 M, Net Interest Income of 8.5 M or Interest Income of 10 M, as well as many indicators such as Dividend Yield of 0.0, Ptb Ratio of 0.75 or Book Value Per Share of 8.15. Helios financial statements analysis is a perfect complement when working with Helios Fairfax Valuation or Volatility modules.
Helios | Income Quality |
Analyzing Helios Fairfax's Income Quality over time reveals critical patterns in financial health and operational efficiency. This metric helps investors evaluate trends, identify inflection points, and make informed decisions based on historical performance. Understanding how Income Quality has evolved provides context for assessing Helios Fairfax's current valuation and future prospects.
Latest Helios Fairfax's Income Quality Growth Pattern
Below is the plot of the Income Quality of Helios Fairfax Partners over the last few years. It is an assessment of the sustainability of a company's earnings over time, considering factors like revenue source diversification and cost structure. Helios Fairfax's Income Quality historical data analysis aims to capture in quantitative terms the overall pattern of either growth or decline in Helios Fairfax's overall financial position and show how it may be relating to other accounts over time.
| Income Quality | 10 Years Trend |
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Income Quality |
| Timeline |
Helios Income Quality Regression Statistics
| Arithmetic Mean | (7.73) | |
| Geometric Mean | 2.71 | |
| Coefficient Of Variation | (120.06) | |
| Mean Deviation | 8.94 | |
| Median | (0.98) | |
| Standard Deviation | 9.28 | |
| Sample Variance | 86.15 | |
| Range | 20.5426 | |
| R-Value | 0.86 | |
| Mean Square Error | 23.48 | |
| R-Squared | 0.74 | |
| Slope | 1.59 | |
| Total Sum of Squares | 1,378 |
Helios Income Quality History
About Helios Fairfax Financial Statements
Helios Fairfax stakeholders use historical fundamental indicators, such as Helios Fairfax's Income Quality, to determine how well the company is positioned to perform in the future. Although Helios Fairfax investors may analyze each financial statement separately, they are all interrelated. For example, changes in Helios Fairfax's assets and liabilities are reflected in the revenues and expenses on Helios Fairfax's income statement, which ultimately affect the company's gains or losses. Understanding these patterns can help in making the right long-term investment decisions in Helios Fairfax Partners. Please read more on our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Income Quality | 0.86 | 0.90 |
Pair Trading with Helios Fairfax
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 Helios Fairfax 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 Helios Fairfax will appreciate offsetting losses from the drop in the long position's value.Moving together with Helios Stock
Moving against Helios Stock
The ability to find closely correlated positions to Helios Fairfax could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Helios Fairfax 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 Helios Fairfax - 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 Helios Fairfax Partners to buy it.
The correlation of Helios Fairfax is a statistical measure of how it moves in relation to other instruments. 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 Helios Fairfax moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Helios Fairfax Partners 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 Helios Fairfax 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.Other Information on Investing in Helios Stock
Helios Fairfax financial ratios help investors to determine whether Helios Stock 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 Helios with respect to the benefits of owning Helios Fairfax security.