Acclivity Mid Cash Position Weight vs. One Year Return
| AXMNX Fund | USD 16.07 0.14 0.88% |
For Acclivity Mid profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Acclivity Mid to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Acclivity Mid Cap utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Acclivity Mid's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Acclivity Mid Cap over time as well as its relative position and ranking within its peers.
Acclivity |
Acclivity Mid Cap One Year Return vs. Cash Position Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Acclivity Mid's current stock value. Our valuation model uses many indicators to compare Acclivity Mid value to that of its competitors to determine the firm's financial worth. Acclivity Mid Cap is rated below average in cash position weight among similar funds. It also is rated below average in one year return among similar funds reporting about 6.68 of One Year Return per Cash Position Weight. 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 Acclivity Mid's earnings, one of the primary drivers of an investment's value.Acclivity One Year Return vs. Cash Position Weight
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Acclivity Mid |
| = | 4.92 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Acclivity Mid |
| = | 32.85 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Acclivity One Year Return Comparison
Acclivity Mid is rated below average in one year return among similar funds.
Acclivity Mid Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Acclivity Mid, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Acclivity Mid will eventually generate negative long term returns. The profitability progress is the general direction of Acclivity Mid's change in net profit over the period of time. It can combine multiple indicators of Acclivity Mid, 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.
Under normal market conditions, the adviser is expected to hold approximately 300 different stocks, where no individual issuer represents more than 5 percent of the portfolio total value. The adviser defines a mid-capitalization company as any company that is neither in the highest 80 percent of U.S. aggregate market capitalization nor in the lowest 8 percent of U.S. aggregate market capitalization. As a non-fundamental policy, the fund will invest at least 80 percent of its total assets in equity securities of mid-cap companies. It may obtain exposure to equity securities through futures and options on futures contracts.
Acclivity Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Acclivity Mid. 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 Acclivity Mid 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 Acclivity Mid's important profitability drivers and their relationship over time.
Learn to be your own money manager
Our tools can tell you how much better you can do entering a position in Acclivity Mid without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
Run Portfolio Anywhere Now
Portfolio AnywhereTrack or share privately all of your investments from the convenience of any device |
| All Next | Launch Module |
Use Investing Themes to Complement your Acclivity Mid position
In addition to having Acclivity Mid 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 Crypto And Gold Thematic Idea Now
Crypto And Gold
Assets that cancel away each other volatility by providing diversification into gold investment combined with digital assets. The Crypto And Gold theme has 54 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 Crypto And Gold Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Acclivity Mutual Fund
To fully project Acclivity Mid's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Acclivity Mid Cap 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 Acclivity Mid's income statement, its balance sheet, and the statement of cash flows.
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| Top Crypto Exchanges Search and analyze digital assets across top global cryptocurrency exchanges | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity |