ALM Offensif Five Year Return vs. One Year Return
| 0P00000GIZ | EUR 315.06 0.12 0.04% |
For ALM Offensif profitability analysis, we use financial ratios and fundamental drivers that measure the ability of ALM Offensif to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well ALM Offensif utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between ALM Offensif's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of ALM Offensif over time as well as its relative position and ranking within its peers.
ALM |
ALM Offensif One Year Return vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining ALM Offensif's current stock value. Our valuation model uses many indicators to compare ALM Offensif value to that of its competitors to determine the firm's financial worth. ALM Offensif is rated below average in five year return among similar funds. It is rated below average in one year return among similar funds . Comparative valuation analysis is a catch-all model that can be used if you cannot value ALM Offensif by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for ALM Offensif's Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued.ALM One Year Return vs. Five Year Return
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.
ALM Offensif |
| = | 1.36 % |
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.
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
ALM Offensif |
| = | (6.76) % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
ALM One Year Return Comparison
ALM Offensif is rated below average in one year return among similar funds.
ALM Offensif Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in ALM Offensif, profitability is also one of the essential criteria for including it into their portfolios because, without profit, ALM Offensif will eventually generate negative long term returns. The profitability progress is the general direction of ALM Offensif's change in net profit over the period of time. It can combine multiple indicators of ALM Offensif, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Le fonds a pour objectif de raliser sur la dure de placement recommande une performance gale celle de lindice composite suivant calcul coupons et dividendes rinvestis 54 percent MSCI WORLD 26 percent CAC 40 15 percent BARCLAYS CAPITAL EURO AGGREGATE BOND 5 percent EONIA CAPITALISE JOUR. ALM Offensif is traded on Frankfurt Stock Exchange in Germany.
ALM Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on ALM Offensif. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of ALM Offensif position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the ALM Offensif's important profitability drivers and their relationship over time.
Use ALM Offensif in pair-trading
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 ALM Offensif 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 ALM Offensif will appreciate offsetting losses from the drop in the long position's value.ALM Offensif Pair Trading
ALM Offensif Pair Trading Analysis
The ability to find closely correlated positions to ALM Offensif could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace ALM Offensif 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 ALM Offensif - 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 ALM Offensif to buy it.
The correlation of ALM Offensif 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 ALM Offensif moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if ALM Offensif 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 ALM Offensif 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.Use Investing Themes to Complement your ALM Offensif position
In addition to having ALM Offensif in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Restaurants Thematic Idea Now
Restaurants
Entities that are involved in restaurant business, as well as coffee shop chains and other eateries. The Restaurants theme has 38 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Restaurants Theme or any other thematic opportunities.
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Other Information on Investing in ALM Fund
To fully project ALM Offensif's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of ALM Offensif at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include ALM Offensif's income statement, its balance sheet, and the statement of cash flows.
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