Aristotle Funds Year To Date Return vs. Net Asset
| AISHX Fund | 6.31 0.04 0.63% |
For Aristotle Funds profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Aristotle Funds to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Aristotle Funds Series utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Aristotle Funds's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Aristotle Funds Series over time as well as its relative position and ranking within its peers.
Aristotle |
Aristotle Funds Series Net Asset vs. Year To Date Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Aristotle Funds's current stock value. Our valuation model uses many indicators to compare Aristotle Funds value to that of its competitors to determine the firm's financial worth. Aristotle Funds Series is the top fund in year to date return among similar funds. It also is the top fund in net asset among similar funds making up about 5,030,076 of Net Asset per Year To Date 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 Funds' earnings, one of the primary drivers of an investment's value.Aristotle Net Asset vs. Year To Date Return
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Aristotle Funds |
| = | 8.49 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Aristotle Funds |
| = | 42.71 M |
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
Aristotle Net Asset Comparison
Aristotle Funds is currently under evaluation in net asset among similar funds.
Aristotle Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Aristotle Funds. 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 Funds 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 Funds' important profitability drivers and their relationship over time.
Use Aristotle Funds 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 Funds 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 Funds will appreciate offsetting losses from the drop in the long position's value.Aristotle Funds Pair Trading
Aristotle Funds Series Pair Trading Analysis
The ability to find closely correlated positions to Aristotle Funds 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 Funds 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 Funds - 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 Funds Series to buy it.
The correlation of Aristotle Funds 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 Funds moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Aristotle Funds Series 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 Funds 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 Funds position
In addition to having Aristotle Funds 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 Dividend Beast Thematic Idea Now
Dividend Beast
An experimental equal-weighted theme of equities with high dividend yield and solid fundamentals based on Macroaxis rating system. The Dividend Beast theme has 69 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 Dividend Beast Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Aristotle Mutual Fund
To fully project Aristotle Funds' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Aristotle Funds Series 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 Funds' income statement, its balance sheet, and the statement of cash flows.
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio | |
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments |