Emerging Markets Year To Date Return vs. Five Year Return
| BGELX Fund | USD 20.62 0.06 0.29% |
For Emerging Markets profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Emerging Markets to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well The Emerging Markets utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Emerging Markets's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of The Emerging Markets over time as well as its relative position and ranking within its peers.
Emerging |
Emerging Markets Five Year Return vs. Year To Date Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Emerging Markets's current stock value. Our valuation model uses many indicators to compare Emerging Markets value to that of its competitors to determine the firm's financial worth. The Emerging Markets is fifth largest fund in year to date return among similar funds. It is second largest fund in five year return among similar funds reporting about 0.37 of Five Year Return per Year To Date Return. The ratio of Year To Date Return to Five Year Return for The Emerging Markets is roughly 2.70 . 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 Emerging Markets' earnings, one of the primary drivers of an investment's value.Emerging Five Year Return vs. Year To Date Return
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.
Emerging Markets |
| = | 8.52 % |
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.
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.
Emerging Markets |
| = | 3.15 % |
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.
Emerging Five Year Return Comparison
Emerging Markets is currently under evaluation in five year return among similar funds.
Emerging Markets Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Emerging Markets, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Emerging Markets will eventually generate negative long term returns. The profitability progress is the general direction of Emerging Markets' change in net profit over the period of time. It can combine multiple indicators of Emerging Markets, 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 circumstances, the fund invests at least 80 percent of its net assets in equity securities of companies located in countries represented in the MSCI Emerging Markets Index. It invests in equity securities either directly or indirectly, such as through depositary receipts or participatory notes, and may invest in preferred stocks, convertible securities and warrants. The fund is not constrained with respect to market capitalization and may participate in initial public offerings and in securities offerings that are not registered in the U.S.
Emerging Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Emerging Markets. 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 Emerging Markets 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 Emerging Markets' 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 Emerging Markets 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?
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Use Investing Themes to Complement your Emerging Markets position
In addition to having Emerging Markets 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?
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Communication
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Communication theme has 61 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 Communication Theme or any other thematic opportunities.
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Other Information on Investing in Emerging Mutual Fund
To fully project Emerging Markets' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Emerging Markets 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 Emerging Markets' income statement, its balance sheet, and the statement of cash flows.
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