Amg River Three Year Return vs. Ten Year Return
| ARSMX Fund | USD 11.09 0.15 1.37% |
For Amg River profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Amg River to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Amg River Road utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Amg River's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Amg River Road over time as well as its relative position and ranking within its peers.
Amg |
Amg River Road Ten Year Return vs. Three Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Amg River's current stock value. Our valuation model uses many indicators to compare Amg River value to that of its competitors to determine the firm's financial worth. Amg River Road is the top fund in three year return among similar funds. It also is the top fund in ten year return among similar funds reporting about 1.27 of Ten Year Return 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 Amg River's earnings, one of the primary drivers of an investment's value.Amg Ten Year Return 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.
Amg River |
| = | 6.92 % |
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.
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.
Amg River |
| = | 8.78 % |
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.
Amg Ten Year Return Comparison
Amg River is currently under evaluation in ten year return among similar funds.
Amg River Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Amg River, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Amg River will eventually generate negative long term returns. The profitability progress is the general direction of Amg River's change in net profit over the period of time. It can combine multiple indicators of Amg River, 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, plus the amount of any borrowings for investment purposes, in equity securities of small- and mid-capitalization companies that the subadviser believes are undervalued. The subadviser considers small- and mid-capitalization companies to be those with market capitalizations at the time of acquisition within the range of capitalizations of companies in the Russell 2500 Index. Value investing involves buying stocks that the subadviser believes are out of favor andor undervalued in comparison to their peers or their prospects for growth.
Amg Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Amg River. 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 Amg River 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 Amg River's important profitability drivers and their relationship over time.
Use Amg River 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 Amg River 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 Amg River will appreciate offsetting losses from the drop in the long position's value.Amg River Pair Trading
Amg River Road Pair Trading Analysis
The ability to find closely correlated positions to Amg River could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Amg River 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 Amg River - 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 Amg River Road to buy it.
The correlation of Amg River 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 Amg River moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Amg River Road 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 Amg River 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 Amg River position
In addition to having Amg River 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 Beers Thematic Idea Now
Beers
Companies involved in production and distribution of domestic and international beer. The Beers theme has 39 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 Beers Theme or any other thematic opportunities.
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Other Information on Investing in Amg Mutual Fund
To fully project Amg River's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Amg River Road 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 Amg River's income statement, its balance sheet, and the statement of cash flows.
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