Jacob Forward Etf Three Year Return
| JFWD Etf | USD 12.37 0.22 1.81% |
Jacob Forward ETF fundamentals help investors to digest information that contributes to Jacob Forward's financial success or failures. It also enables traders to predict the movement of Jacob Etf. The fundamental analysis module provides a way to measure Jacob Forward'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 Jacob Forward etf.
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Jacob Forward ETF ETF Three Year Return Analysis
Jacob Forward'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 Jacob Forward Three Year Return | (14.20) % |
Most of Jacob Forward'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, Jacob Forward ETF 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.
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Based on the latest financial disclosure, Jacob Forward ETF has a Three Year Return of -14.2%. This is much lower than that of the Jacob family and significantly lower than that of the Small Growth category. The three year return for all United States etfs is notably higher than that of the company.
Jacob Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Jacob Forward's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the etfs which would be a good addition to a portfolio. Peer analysis of Jacob Forward could also be used in its relative valuation, which is a method of valuing Jacob Forward by comparing valuation metrics of similar companies.Jacob Forward is currently under evaluation in three year return as compared to similar ETFs.
Fund Asset Allocation for Jacob Forward
The fund invests 100.0% of asset under management in tradable equity instruments, with the rest of investments concentrated in .Asset allocation divides Jacob Forward'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.
Jacob Fundamentals
| Beta | 1.51 | |||
| Total Asset | 3.19 M | |||
| One Year Return | 47.80 % | |||
| Three Year Return | (14.20) % | |||
| Net Asset | 3.19 M | |||
| Equity Positions Weight | 100.00 % |
About Jacob Forward Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Jacob Forward ETF's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Jacob Forward using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Jacob Forward ETF based on its fundamental data. In general, a quantitative approach, as applied to this etf, 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.
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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.When determining whether Jacob Forward ETF is a strong investment it is important to analyze Jacob Forward's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Jacob Forward's future performance. For an informed investment choice regarding Jacob Etf, refer to the following important reports:Check out Jacob Forward Piotroski F Score and Jacob Forward Altman Z Score analysis. You can also try the Sectors module to list of equity sectors categorizing publicly traded companies based on their primary business activities.
The market value of Jacob Forward ETF is measured differently than its book value, which is the value of Jacob that is recorded on the company's balance sheet. Investors also form their own opinion of Jacob Forward's value that differs from its market value or its book value, called intrinsic value, which is Jacob Forward's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Jacob Forward's market value can be influenced by many factors that don't directly affect Jacob Forward's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Jacob Forward's value and its price as these two are different measures arrived at by different means. Investors typically determine if Jacob Forward is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Jacob Forward'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.