Compare Price Book Value Ratio Across Equities
You can use any or all of fundamental ratio historical patterns as a complementary method for asset selection as well as a tool for deciding entry and exit points. Many technical investors use fundamentals to limit their universe of possible positions. Check out your portfolio center.
Cross Equities Price Book Value Ratio Analysis
Select Fundamental
| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DTF | 0.7184 | 0.7184 | 0.8995 | 0.9075 | 0.9274 | 0.9244 | 0.8883 | 0.8442 | 0.9003 | 0.9002 | 0.9111 | 0.9045 | 0.8775 | 0.79 | 0.7 |
| CMU | 1.0146 | 1.0146 | 0.8862 | 0.8881 | 0.6021 | 0.0694 | 0.9844 | 0.8397 | 0.9636 | 0.9173 | 0.9337 | 0.8637 | 0.6167 | 0.71 | 0.88 |
| CXE | 1.008 | 1.008 | 0.8643 | 0.8524 | 0.8837 | 0.1037 | 0.9985 | 0.9009 | 1.0201 | 0.7904 | 0.9376 | 0.8983 | 0.8465 | 0.76 | 0.67 |
| JHS | 1.0409 | 1.0409 | 0.9288 | 0.9024 | 0.9152 | 0.9203 | 0.9492 | 0.9239 | 0.9363 | 0.968 | 0.9693 | 0.9234 | 0.8943 | 1.03 | 1.03 |
| CXH | 0.9982 | 0.9982 | 0.857 | 0.8726 | 0.9089 | 0.0386 | 1.1134 | 0.8681 | 0.9172 | 0.8923 | 0.9103 | 0.8672 | 0.8665 | 0.78 | 0.67 |
DTF Tax Free, MFS High Yield, and MFS High Income Price Book Value Ratio description
Generate Optimal Portfolios
The classical approach to portfolio optimization is known as Modern Portfolio Theory (MPT). It involves categorizing the investment universe based on risk (standard deviation) and return, and then choosing the mix of investments that achieves the desired risk-versus-return tradeoff. Portfolio optimization can also be thought of as a risk-management strategy as every type of equity has a distinct return and risk characteristics as well as different systemic risks, which describes how they respond to the market at large. Macroaxis enables investors to optimize portfolios that have a mix of equities (such as stocks, funds, or ETFs) and cryptocurrencies (such as Bitcoin, Ethereum or Monero)
Check out your portfolio center.Note that this page's information should be used as a complementary analysis to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Premium Stories module to follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope.
Other Complementary Tools
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Crypto Correlations Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins | |
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities |