Aberdeen Japan Equity Fund Five Year Return
| JEQ Fund | USD 5.69 0.01 0.18% |
Aberdeen Japan Equity fundamentals help investors to digest information that contributes to Aberdeen Japan's financial success or failures. It also enables traders to predict the movement of Aberdeen Fund. The fundamental analysis module provides a way to measure Aberdeen Japan'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 Aberdeen Japan fund.
Aberdeen |
Aberdeen Japan Equity Fund Five Year Return Analysis
Aberdeen Japan'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.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Aberdeen Japan Five Year Return | 1.24 % |
Most of Aberdeen Japan'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, Aberdeen Japan Equity 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.
| Competition |
According to the company disclosure, Aberdeen Japan Equity has a Five Year Return of 1.2445%. This is much higher than that of the Financial Services family and significantly higher than that of the Asset Management category. The five year return for all United States funds is notably lower than that of the firm.
Aberdeen Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Aberdeen Japan's direct or indirect competition against its Five 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 Aberdeen Japan could also be used in its relative valuation, which is a method of valuing Aberdeen Japan by comparing valuation metrics of similar companies.Aberdeen Japan is currently under evaluation in five year return among similar funds.
Aberdeen Fundamentals
| Return On Equity | -22.8 | |||
| Return On Asset | 0.54 | |||
| Operating Margin | 51.04 % | |||
| Current Valuation | 82.6 M | |||
| Shares Outstanding | 13.41 M | |||
| Shares Owned By Insiders | 0.01 % | |||
| Shares Owned By Institutions | 69.91 % | |||
| Number Of Shares Shorted | 263 | |||
| Price To Earning | 5.29 X | |||
| Price To Book | 0.59 X | |||
| Price To Sales | 35.40 X | |||
| Revenue | 2.19 M | |||
| Gross Profit | 2.27 M | |||
| Net Income | (26.26 M) | |||
| Cash And Equivalents | 733.58 K | |||
| Cash Per Share | 0.05 X | |||
| Total Debt | 11.73 M | |||
| Debt To Equity | 0.12 % | |||
| Current Ratio | 0.14 X | |||
| Book Value Per Share | 9.80 X | |||
| Short Ratio | 0.01 X | |||
| Earnings Per Share | 1.09 X | |||
| Number Of Employees | 15 | |||
| Beta | 0.79 | |||
| Market Capitalization | 89.03 M | |||
| Annual Yield | 0.12 % | |||
| Year To Date Return | 6.06 % | |||
| One Year Return | 14.95 % | |||
| Three Year Return | (5.69) % | |||
| Five Year Return | 1.24 % | |||
| Last Dividend Paid | 0.44 |
About Aberdeen Japan Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Aberdeen Japan Equity's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Aberdeen Japan using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Aberdeen Japan Equity 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 Aberdeen Japan
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 Aberdeen Japan 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 Aberdeen Japan will appreciate offsetting losses from the drop in the long position's value.Moving together with Aberdeen Fund
Moving against Aberdeen Fund
| 0.64 | CLM | Cornerstone Strategic | PairCorr |
| 0.62 | CRF | Cornerstone Strategic | PairCorr |
| 0.49 | LTFOX | Lord Abbett Affiliated | PairCorr |
| 0.47 | ETV | Eaton Vance Tax | PairCorr |
| 0.46 | VIGAX | Vanguard Growth Index | PairCorr |
The ability to find closely correlated positions to Aberdeen Japan could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Aberdeen Japan 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 Aberdeen Japan - 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 Aberdeen Japan Equity to buy it.
The correlation of Aberdeen Japan 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 Aberdeen Japan moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Aberdeen Japan Equity 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 Aberdeen Japan 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 Aberdeen Fund
Aberdeen Japan financial ratios help investors to determine whether Aberdeen 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 Aberdeen with respect to the benefits of owning Aberdeen Japan security.
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