Mawer Dactions Internationales Fund Ten Year Return
| 0P00007149 | CAD 77.86 0.12 0.15% |
Mawer dactions internationales fundamentals help investors to digest information that contributes to Mawer Dactions' financial success or failures. It also enables traders to predict the movement of Mawer Fund. The fundamental analysis module provides a way to measure Mawer Dactions' 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 Mawer Dactions fund.
Mawer |
Mawer dactions internationales Fund Ten Year Return Analysis
Mawer Dactions' Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Mawer Dactions Ten Year Return | 9.03 % |
Most of Mawer Dactions' fundamental indicators, such as Ten 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, Mawer dactions internationales is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
| Competition |
Based on the latest financial disclosure, Mawer dactions internationales has a Ten Year Return of 9.03%. This is much higher than that of the Mawer Investment Management Ltd family and significantly higher than that of the International Equity category. The ten year return for all Canada funds is notably lower than that of the firm.
Mawer Ten Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Mawer Dactions' direct or indirect competition against its Ten Year Return to detect undervalued stocks with similar characteristics or determine the funds which would be a good addition to a portfolio. Peer analysis of Mawer Dactions could also be used in its relative valuation, which is a method of valuing Mawer Dactions by comparing valuation metrics of similar companies.Mawer Dactions is currently under evaluation in ten year return among similar funds.
Fund Asset Allocation for Mawer Dactions
The fund consists of 95.82% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Mawer Dactions' 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.
Mawer Fundamentals
| Total Asset | 5.69 B | |||
| One Year Return | (3.67) % | |||
| Three Year Return | 2.93 % | |||
| Five Year Return | 5.50 % | |||
| Ten Year Return | 9.03 % | |||
| Net Asset | 5.69 B | |||
| Minimum Initial Investment | 5 K | |||
| Cash Position Weight | 4.18 % | |||
| Equity Positions Weight | 95.82 % |
About Mawer Dactions Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Mawer dactions internationales's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Mawer Dactions using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Mawer dactions internationales based on its fundamental data. In general, a quantitative approach, as applied to this 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.
Pair Trading with Mawer Dactions
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 Mawer Dactions 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 Mawer Dactions will appreciate offsetting losses from the drop in the long position's value.Moving against Mawer Fund
| 0.35 | 0P000070HA | CI Global Alpha | PairCorr |
The ability to find closely correlated positions to Mawer Dactions could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Mawer Dactions 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 Mawer Dactions - 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 Mawer dactions internationales to buy it.
The correlation of Mawer Dactions 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 Mawer Dactions moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Mawer dactions inter 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 Mawer Dactions 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 Mawer Fund
Mawer Dactions financial ratios help investors to determine whether Mawer 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 Mawer with respect to the benefits of owning Mawer Dactions security.
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