Astor Long/short Ten Year Return vs. Cash Position Weight
| ASTZX Fund | USD 13.09 0.07 0.54% |
For Astor Long/short profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Astor Long/short to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Astor Longshort Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Astor Long/short's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Astor Longshort Fund over time as well as its relative position and ranking within its peers.
Astor |
Astor Long/short Cash Position Weight vs. Ten Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Astor Long/short's current stock value. Our valuation model uses many indicators to compare Astor Long/short value to that of its competitors to determine the firm's financial worth. Astor Longshort Fund is the top fund in ten year return among similar funds. It also is the top fund in cash position weight among similar funds creating about 0.83 of Cash Position Weight per Ten Year Return. The ratio of Ten Year Return to Cash Position Weight for Astor Longshort Fund is roughly 1.21 . 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 Astor Long/short's earnings, one of the primary drivers of an investment's value.Astor Cash Position Weight vs. Ten Year Return
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.
Astor Long/short |
| = | 3.59 % |
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.
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Astor Long/short |
| = | 2.97 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Astor Cash Position Weight Comparison
Astor Longshort is currently under evaluation in cash position weight among similar funds.
Astor Long/short Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Astor Long/short, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Astor Long/short will eventually generate negative long term returns. The profitability progress is the general direction of Astor Long/short's change in net profit over the period of time. It can combine multiple indicators of Astor Long/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 invests predominantly in exchange-traded funds that each invest primarily in domestic or foreign equity securities, fixed-income securities, alternativespecialty securities or cash equivalents. The adviser defines equity securities to include ETFs that invest primarily in equity securities, such as common and preferred stocks. It invests at least 80 percent of its assets measured at the time of purchase in ETFs.
Astor Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Astor Long/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 Astor Long/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 Astor Long/short's important profitability drivers and their relationship over time.
Use Astor Long/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 Astor Long/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 Astor Long/short will appreciate offsetting losses from the drop in the long position's value.Astor Long/short Pair Trading
Astor Longshort Fund Pair Trading Analysis
The ability to find closely correlated positions to Astor Long/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 Astor Long/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 Astor Long/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 Astor Longshort Fund to buy it.
The correlation of Astor Long/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 Astor Long/short moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Astor Long/short 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 Astor Long/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 Astor Long/short position
In addition to having Astor Long/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 Aircraft Thematic Idea Now
Aircraft
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Aircraft 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 Aircraft Theme or any other thematic opportunities.
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Other Information on Investing in Astor Mutual Fund
To fully project Astor Long/short's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Astor Long/short 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 Astor Long/short's income statement, its balance sheet, and the statement of cash flows.
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