Bridge Builder Annual Yield vs. Year To Date Return
| BBTLX Fund | 15.17 0.05 0.33% |
For Bridge Builder profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Bridge Builder to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Bridge Builder Trust utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Bridge Builder's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Bridge Builder Trust over time as well as its relative position and ranking within its peers.
Bridge |
Bridge Builder Trust Year To Date Return vs. Annual Yield Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Bridge Builder's current stock value. Our valuation model uses many indicators to compare Bridge Builder value to that of its competitors to determine the firm's financial worth. Bridge Builder Trust is third largest fund in annual yield among similar funds. It also is third largest fund in year to date return among similar funds creating about 3,043 of Year To Date Return per Annual Yield. 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 Bridge Builder's earnings, one of the primary drivers of an investment's value.Bridge Year To Date Return vs. Annual Yield
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.
Bridge Builder |
| = | 0.01 % |
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.
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Bridge Builder |
| = | 27.69 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Bridge Year To Date Return Comparison
Bridge Builder is second largest fund in year to date return among similar funds.
Bridge Builder Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Bridge Builder, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Bridge Builder will eventually generate negative long term returns. The profitability progress is the general direction of Bridge Builder's change in net profit over the period of time. It can combine multiple indicators of Bridge Builder, 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, under normal market conditions, at least 80 percent of its net assets in the securities of large capitalization companies and other instruments, such as certain investment companies, with economic characteristics that seek to track the performance of securities of large capitalization companies. It may also invest in other investment companies, including other open-end or closed-end investment companies and ETFs that have characteristics that are consistent with the funds investment objective.
Bridge Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Bridge Builder. 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 Bridge Builder 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 Bridge Builder's important profitability drivers and their relationship over time.
Use Bridge Builder 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 Bridge Builder 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 Bridge Builder will appreciate offsetting losses from the drop in the long position's value.Bridge Builder Pair Trading
Bridge Builder Trust Pair Trading Analysis
The ability to find closely correlated positions to Bridge Builder could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Bridge Builder 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 Bridge Builder - 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 Bridge Builder Trust to buy it.
The correlation of Bridge Builder 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 Bridge Builder moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Bridge Builder Trust 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 Bridge Builder 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 Bridge Builder position
In addition to having Bridge Builder 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 Broad Commodities ETFs Thematic Idea Now
Broad Commodities ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Broad Commodities ETFs theme has 26 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 Broad Commodities ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Bridge Mutual Fund
To fully project Bridge Builder's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Bridge Builder Trust 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 Bridge Builder's income statement, its balance sheet, and the statement of cash flows.
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