Aamhimco Short Five Year Return vs. Annual Yield
| ASDAX Fund | USD 10.02 0.01 0.1% |
For Aamhimco Short profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Aamhimco Short to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Aamhimco Short Duration utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Aamhimco Short's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Aamhimco Short Duration over time as well as its relative position and ranking within its peers.
Aamhimco |
Aamhimco Short Duration Annual Yield vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Aamhimco Short's current stock value. Our valuation model uses many indicators to compare Aamhimco Short value to that of its competitors to determine the firm's financial worth. Aamhimco Short Duration is the top fund in five year return among similar funds. It also is the top fund in annual yield among similar funds . The ratio of Five Year Return to Annual Yield for Aamhimco Short Duration is about 1,693 . 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 Aamhimco Short's earnings, one of the primary drivers of an investment's value.Aamhimco Annual Yield vs. Five Year Return
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Aamhimco Short |
| = | 2.37 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Aamhimco Short |
| = | 0 % |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Aamhimco Annual Yield Comparison
Aamhimco Short is currently under evaluation in annual yield among similar funds.
Aamhimco Short Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Aamhimco Short, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Aamhimco Short will eventually generate negative long term returns. The profitability progress is the general direction of Aamhimco Short's change in net profit over the period of time. It can combine multiple indicators of Aamhimco Short, 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 has an investment policy whereby at least 80 percent of the funds net assets will be invested, under normal circumstances, in fixed income instruments. It normally invests at least 65 percent of its total assets in investment grade securities. The fund may invest up to 35 percent of its total assets in non-investment grade securities , as well as bank loans and loan participation interests.
Aamhimco Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Aamhimco Short. 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 Aamhimco Short 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 Aamhimco Short's important profitability drivers and their relationship over time.
Use Aamhimco Short 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 Aamhimco Short 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 Aamhimco Short will appreciate offsetting losses from the drop in the long position's value.Aamhimco Short Pair Trading
Aamhimco Short Duration Pair Trading Analysis
The ability to find closely correlated positions to Aamhimco Short could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Aamhimco Short 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 Aamhimco Short - 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 Aamhimco Short Duration to buy it.
The correlation of Aamhimco Short 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 Aamhimco Short moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Aamhimco Short Duration 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 Aamhimco Short 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 Aamhimco Short position
In addition to having Aamhimco Short 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 Small Growth Funds Thematic Idea Now
Small Growth Funds
Funds or Etfs that invest in stocks of small to mid-sized companies with above-average risk and growth rate that usually reinvest their earnings back into business. The Small Growth Funds 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 Small Growth Funds Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Aamhimco Mutual Fund
To fully project Aamhimco Short's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Aamhimco Short Duration 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 Aamhimco Short's income statement, its balance sheet, and the statement of cash flows.
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets |