Aristotle Growth One Year Return vs. Holdings Turnover
| AIGGX Fund | 16.33 0.10 0.61% |
For Aristotle Growth profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Aristotle Growth to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Aristotle Growth Equity utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Aristotle Growth's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Aristotle Growth Equity over time as well as its relative position and ranking within its peers.
Aristotle |
Aristotle Growth Equity Holdings Turnover vs. One Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Aristotle Growth's current stock value. Our valuation model uses many indicators to compare Aristotle Growth value to that of its competitors to determine the firm's financial worth. Aristotle Growth Equity is the top fund in one year return among similar funds. It also is the top fund in holdings turnover among similar funds reporting about 4.77 of Holdings Turnover per One 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 Aristotle Growth's earnings, one of the primary drivers of an investment's value.Aristotle Holdings Turnover 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.
Aristotle Growth |
| = | 21.16 % |
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.
Holding Turnover is calculated by adding up all the transactions for the year, dividing it by 2 and then dividing it again by the total fund holdings. Holding Turnover is the rate at which funds or ETFs replace their investment holdings on an annual basis. In other words it measures how quickly a fund turns over its holdings during the fiscal year.
Aristotle Growth |
| = | 101.00 % |
Investor can think of Holding Turnover as a percentage of a fund's assets that have turned over in the past year. Typically, a high annual turnover ratio implies that fund managers made a lot of buying and selling. The higher the annual turnover, the higher the expense ratio for the fund.
Aristotle Growth Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Aristotle Growth, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Aristotle Growth will eventually generate negative long term returns. The profitability progress is the general direction of Aristotle Growth's change in net profit over the period of time. It can combine multiple indicators of Aristotle 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.
Under normal circumstances, the fund invests at least 80 percent of its assets in equity securities. Its investments in equity securities may include common stocks, preferred stocks, convertible preferred stocks, depository receipts, shares of publicly traded REITs, warrants and rights. Its investments in depository receipts may include American, European and Global Depository Receipts.
Aristotle Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Aristotle 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 Aristotle 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 Aristotle Growth's important profitability drivers and their relationship over time.
Use Aristotle 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 Aristotle 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 Aristotle Growth will appreciate offsetting losses from the drop in the long position's value.Aristotle Growth Pair Trading
Aristotle Growth Equity Pair Trading Analysis
The ability to find closely correlated positions to Aristotle 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 Aristotle 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 Aristotle 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 Aristotle Growth Equity to buy it.
The correlation of Aristotle 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 Aristotle Growth moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Aristotle Growth 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 Aristotle 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 Aristotle Growth position
In addition to having Aristotle 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?
Run Business Services Thematic Idea Now
Business Services
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Business Services 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 Business Services Theme or any other thematic opportunities.
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Other Information on Investing in Aristotle Mutual Fund
To fully project Aristotle Growth's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Aristotle Growth 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 Aristotle Growth's income statement, its balance sheet, and the statement of cash flows.
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