Lkcm Aquinas Three Year Return vs. Net Asset
| AQEIX Fund | USD 19.98 0.01 0.05% |
For Lkcm Aquinas profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Lkcm Aquinas to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Lkcm Aquinas Catholic utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Lkcm Aquinas's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Lkcm Aquinas Catholic over time as well as its relative position and ranking within its peers.
Lkcm |
Lkcm Aquinas Catholic Net Asset vs. Three Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Lkcm Aquinas's current stock value. Our valuation model uses many indicators to compare Lkcm Aquinas value to that of its competitors to determine the firm's financial worth. Lkcm Aquinas Catholic is the top fund in three year return among similar funds. It also is the top fund in net asset among similar funds making up about 13,908,677 of Net Asset 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 Lkcm Aquinas' earnings, one of the primary drivers of an investment's value.Lkcm Net Asset 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.
Lkcm Aquinas |
| = | 4.04 % |
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.
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.
Lkcm Aquinas |
| = | 56.23 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.
Lkcm Net Asset Comparison
Lkcm Aquinas is currently under evaluation in net asset among similar funds.
Lkcm Aquinas Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Lkcm Aquinas, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Lkcm Aquinas will eventually generate negative long term returns. The profitability progress is the general direction of Lkcm Aquinas' change in net profit over the period of time. It can combine multiple indicators of Lkcm Aquinas, 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.
The fund invests at least 80 percent of its net assets in equity securities. It primarily invests in companies the Adviser believes are likely to have above-average growth in revenues andor earnings, above-average returns on shareholders equity, potential for above-average capital appreciation, andor companies the Adviser believes have attractive relative valuations.
Lkcm Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Lkcm Aquinas. 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 Lkcm Aquinas 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 Lkcm Aquinas' important profitability drivers and their relationship over time.
Use Lkcm Aquinas 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 Lkcm Aquinas 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 Lkcm Aquinas will appreciate offsetting losses from the drop in the long position's value.Lkcm Aquinas Pair Trading
Lkcm Aquinas Catholic Pair Trading Analysis
The ability to find closely correlated positions to Lkcm Aquinas could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Lkcm Aquinas 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 Lkcm Aquinas - 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 Lkcm Aquinas Catholic to buy it.
The correlation of Lkcm Aquinas 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 Lkcm Aquinas moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Lkcm Aquinas Catholic 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 Lkcm Aquinas 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 Lkcm Aquinas position
In addition to having Lkcm Aquinas 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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Latest Losers
Dynamically computed list of top equities currently sorted across major exchanges. The Latest Losers theme has 241 constituents at this time.
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Other Information on Investing in Lkcm Mutual Fund
To fully project Lkcm Aquinas' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Lkcm Aquinas Catholic 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 Lkcm Aquinas' income statement, its balance sheet, and the statement of cash flows.
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