Inflation Adjusted One Year Return vs. Ten Year Return
| AIAVX Fund | USD 10.29 0.02 0.19% |
For Inflation Adjusted profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Inflation Adjusted to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Inflation Adjusted Bond Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Inflation Adjusted's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Inflation Adjusted Bond Fund over time as well as its relative position and ranking within its peers.
Inflation |
Inflation Adjusted Bond Ten Year Return vs. One Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Inflation Adjusted's current stock value. Our valuation model uses many indicators to compare Inflation Adjusted value to that of its competitors to determine the firm's financial worth. Inflation Adjusted Bond Fund is the top fund in one year return among similar funds. It also is the top fund in ten year return among similar funds reporting about 0.83 of Ten Year Return per One Year Return. The ratio of One Year Return to Ten Year Return for Inflation Adjusted Bond Fund is roughly 1.21 . 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 Inflation Adjusted's earnings, one of the primary drivers of an investment's value.Inflation Ten Year Return 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.
Inflation Adjusted |
| = | 3.24 % |
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.
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Inflation Adjusted |
| = | 2.67 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Inflation Ten Year Return Comparison
Inflation Adjusted is currently under evaluation in ten year return among similar funds.
Inflation Adjusted Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Inflation Adjusted, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Inflation Adjusted will eventually generate negative long term returns. The profitability progress is the general direction of Inflation Adjusted's change in net profit over the period of time. It can combine multiple indicators of Inflation Adjusted, 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 net assets in inflation-adjusted bonds. It also may invest in derivative instruments such as futures contracts and swap agreements , bank loans, securities backed by mortgages or other assets and collateralized debt obligations. The fund may invest in U.S. Treasury futures, inflation swap agreements and credit default swap agreements to manage duration, inflation and credit exposure.
Inflation Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Inflation Adjusted. 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 Inflation Adjusted 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 Inflation Adjusted's important profitability drivers and their relationship over time.
Use Inflation Adjusted 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 Inflation Adjusted 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 Inflation Adjusted will appreciate offsetting losses from the drop in the long position's value.Inflation Adjusted Pair Trading
Inflation Adjusted Bond Fund Pair Trading Analysis
The ability to find closely correlated positions to Inflation Adjusted could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Inflation Adjusted 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 Inflation Adjusted - 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 Inflation Adjusted Bond Fund to buy it.
The correlation of Inflation Adjusted 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 Inflation Adjusted moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Inflation Adjusted Bond 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 Inflation Adjusted 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 Inflation Adjusted position
In addition to having Inflation Adjusted 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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Corona Opportunity
Firms that are involved in some capacity in making products or providing services to the public to buttle the virus directly or indirectly. This also includes some defencive and contrarian stocks and ETFs that are managing to avoid the big market correction coused by coronavirus. The Corona Opportunity theme has 46 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 Corona Opportunity Theme or any other thematic opportunities.
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Other Information on Investing in Inflation Mutual Fund
To fully project Inflation Adjusted's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Inflation Adjusted Bond 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 Inflation Adjusted's income statement, its balance sheet, and the statement of cash flows.
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