Disciplined Growth Three Year Return vs. One Year Return
| ADSIX Fund | USD 31.25 0.04 0.13% |
For Disciplined Growth profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Disciplined Growth to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Disciplined Growth Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Disciplined Growth's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Disciplined Growth Fund over time as well as its relative position and ranking within its peers.
Disciplined |
Disciplined Growth One Year Return vs. Three Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Disciplined Growth's current stock value. Our valuation model uses many indicators to compare Disciplined Growth value to that of its competitors to determine the firm's financial worth. Disciplined Growth Fund is the top fund in three year return among similar funds. It also is the top fund in one year return among similar funds reporting about 4.57 of One Year Return per Three Year Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Disciplined Growth's earnings, one of the primary drivers of an investment's value.Disciplined One Year Return vs. Three Year Return
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.
Disciplined Growth |
| = | 7.60 % |
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.
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.
Disciplined Growth |
| = | 34.70 % |
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.
Disciplined One Year Return Comparison
Disciplined Growth is currently under evaluation in one year return among similar funds.
Disciplined Growth Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Disciplined Growth, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Disciplined Growth will eventually generate negative long term returns. The profitability progress is the general direction of Disciplined Growth's change in net profit over the period of time. It can combine multiple indicators of Disciplined Growth, 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.
In selecting stocks for the fund, the portfolio managers initially identify an eligible universe of growth stocks then use quantitative and qualitative management techniques in a multi-step process. First, the managers rank stocks, primarily large capitalization, publicly traded U.S. companies from most attractive to least attractive based on an objective set of measures. The portfolio managers then review the output of the quantitative model and also consider other factors to build a portfolio that they believe will provide a balance between risk and return.
Disciplined Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Disciplined Growth. 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 Disciplined Growth 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 Disciplined Growth's important profitability drivers and their relationship over time.
Use Disciplined Growth 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 Disciplined Growth 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 Disciplined Growth will appreciate offsetting losses from the drop in the long position's value.Disciplined Growth Pair Trading
Disciplined Growth Fund Pair Trading Analysis
The ability to find closely correlated positions to Disciplined Growth could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Disciplined Growth 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 Disciplined Growth - 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 Disciplined Growth Fund to buy it.
The correlation of Disciplined Growth 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 Disciplined Growth moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Disciplined Growth 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 Disciplined Growth 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 Disciplined Growth position
In addition to having Disciplined Growth 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?
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Other Information on Investing in Disciplined Mutual Fund
To fully project Disciplined Growth's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Disciplined Growth 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 Disciplined Growth's income statement, its balance sheet, and the statement of cash flows.
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