Aam/bahl Gaynor One Year Return vs. Cash Position Weight
| AFNAX Fund | USD 27.07 0.10 0.37% |
For Aam/bahl Gaynor profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Aam/bahl Gaynor to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Aambahl Gaynor Income utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Aam/bahl Gaynor's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Aambahl Gaynor Income over time as well as its relative position and ranking within its peers.
Aam/bahl |
Aambahl Gaynor Income Cash Position Weight vs. One Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Aam/bahl Gaynor's current stock value. Our valuation model uses many indicators to compare Aam/bahl Gaynor value to that of its competitors to determine the firm's financial worth. Aambahl Gaynor Income is the top fund in one year return among similar funds. It also is the top fund in cash position weight among similar funds creating about 0.08 of Cash Position Weight per One Year Return. The ratio of One Year Return to Cash Position Weight for Aambahl Gaynor Income is roughly 13.19 . 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 Aam/bahl Gaynor's earnings, one of the primary drivers of an investment's value.Aam/bahl Cash Position Weight vs. One Year Return
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.
Aam/bahl Gaynor |
| = | 26.25 % |
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.
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Aam/bahl Gaynor |
| = | 1.99 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Aam/bahl Cash Position Weight Comparison
Aambahl Gaynor is currently under evaluation in cash position weight among similar funds.
Aam/bahl Gaynor Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Aam/bahl Gaynor, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Aam/bahl Gaynor will eventually generate negative long term returns. The profitability progress is the general direction of Aam/bahl Gaynor's change in net profit over the period of time. It can combine multiple indicators of Aam/bahl Gaynor, 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.
Under normal market conditions, the fund invests at least 80 percent of its assets plus borrowings for investment purposes in equity securities, primarily common stock, of companies that have historically paid dividends and have strong dividend policies. Although the fund may invest in any size companies, it primarily invests in large capitalization companies. Under normal market conditions, it typically invests in a diversified portfolio of 35 to 50 securities spread across a variety of economic sectors.
Aam/bahl Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Aam/bahl Gaynor. 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 Aam/bahl Gaynor 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 Aam/bahl Gaynor's important profitability drivers and their relationship over time.
Use Aam/bahl Gaynor 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 Aam/bahl Gaynor 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 Aam/bahl Gaynor will appreciate offsetting losses from the drop in the long position's value.Aam/bahl Gaynor Pair Trading
Aambahl Gaynor Income Pair Trading Analysis
The ability to find closely correlated positions to Aam/bahl Gaynor could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Aam/bahl Gaynor 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 Aam/bahl Gaynor - 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 Aambahl Gaynor Income to buy it.
The correlation of Aam/bahl Gaynor 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 Aam/bahl Gaynor moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Aambahl Gaynor Income 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 Aam/bahl Gaynor 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 Aam/bahl Gaynor position
In addition to having Aam/bahl Gaynor 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 Retail Thematic Idea Now
Retail
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Retail 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 Retail Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Aam/bahl Mutual Fund
To fully project Aam/bahl Gaynor's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Aambahl Gaynor Income 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 Aam/bahl Gaynor's income statement, its balance sheet, and the statement of cash flows.
| Top Crypto Exchanges Search and analyze digital assets across top global cryptocurrency exchanges | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance |