RBC Canadian Minimum Initial Investment vs. Five Year Return
| 0P00007061 | CAD 31.76 0.02 0.06% |
For RBC Canadian profitability analysis, we use financial ratios and fundamental drivers that measure the ability of RBC Canadian to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well RBC Canadian Equity utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between RBC Canadian's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of RBC Canadian Equity over time as well as its relative position and ranking within its peers.
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RBC Canadian Equity Five Year Return vs. Minimum Initial Investment Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining RBC Canadian's current stock value. Our valuation model uses many indicators to compare RBC Canadian value to that of its competitors to determine the firm's financial worth. RBC Canadian Equity is fifth largest fund in minimum initial investment among similar funds. It is rated below average in five year return among similar funds . The ratio of Minimum Initial Investment to Five Year Return for RBC Canadian Equity is about 2,632 . Comparative valuation analysis is a catch-all model that can be used if you cannot value RBC Canadian by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for RBC Canadian'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.RBC Five Year Return vs. Minimum Initial Investment
Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
RBC Canadian |
| = | 500 |
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
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.
RBC Canadian |
| = | 0.19 % |
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.
RBC Five Year Return Comparison
RBC Canadian is fifth largest fund in five year return among similar funds.
RBC Canadian Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in RBC Canadian, profitability is also one of the essential criteria for including it into their portfolios because, without profit, RBC Canadian will eventually generate negative long term returns. The profitability progress is the general direction of RBC Canadian's change in net profit over the period of time. It can combine multiple indicators of RBC Canadian, 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.
To provide long-term capital growth by investing primarily in equity securities of major Canadian companies in order to provide broad exposure to economic growth opportunities in Canada. RBC Canadian is traded on Toronto Stock Exchange in Canada.
RBC Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on RBC Canadian. 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 RBC Canadian 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 RBC Canadian's important profitability drivers and their relationship over time.
Use RBC Canadian 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 RBC Canadian 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 RBC Canadian will appreciate offsetting losses from the drop in the long position's value.RBC Canadian Pair Trading
RBC Canadian Equity Pair Trading Analysis
The ability to find closely correlated positions to RBC Canadian could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace RBC Canadian 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 RBC Canadian - 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 RBC Canadian Equity to buy it.
The correlation of RBC Canadian 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 RBC Canadian moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if RBC Canadian 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 RBC Canadian 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 RBC Canadian position
In addition to having RBC Canadian 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 Construction Thematic Idea Now
Construction
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Construction theme has 61 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 Construction Theme or any other thematic opportunities.
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Other Information on Investing in RBC Fund
To fully project RBC Canadian's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of RBC Canadian Equity 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 RBC Canadian's income statement, its balance sheet, and the statement of cash flows.
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