Madison Dividend Annual Yield vs. Five Year Return
| BHBFX Fund | USD 30.22 0.23 0.77% |
For Madison Dividend profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Madison Dividend to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Madison Dividend Income utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Madison Dividend's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Madison Dividend Income over time as well as its relative position and ranking within its peers.
Madison |
Madison Dividend Income Five Year Return vs. Annual Yield Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Madison Dividend's current stock value. Our valuation model uses many indicators to compare Madison Dividend value to that of its competitors to determine the firm's financial worth. Madison Dividend Income is the top fund in annual yield among similar funds. It is fourth largest fund in five year return among similar funds reporting about 412.61 of Five Year 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 Madison Dividend's earnings, one of the primary drivers of an investment's value.Madison Five Year 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.
Madison Dividend |
| = | 0.02 % |
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.
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.
Madison Dividend |
| = | 7.84 % |
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.
Madison Five Year Return Comparison
Madison Dividend is currently under evaluation in five year return among similar funds.
Madison Dividend Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Madison Dividend, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Madison Dividend will eventually generate negative long term returns. The profitability progress is the general direction of Madison Dividend's change in net profit over the period of time. It can combine multiple indicators of Madison Dividend, 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 seeks to achieve its investment objective by investing in equity securities of companies with a market capitalization of over 1 billion and a history of paying dividends, with the ability to increase dividends over time. Under normal market conditions, at least 80 percent of the funds net assets will be invested in dividend paying equity securities.
Madison Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Madison Dividend. 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 Madison Dividend 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 Madison Dividend's important profitability drivers and their relationship over time.
Use Madison Dividend 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 Madison Dividend 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 Madison Dividend will appreciate offsetting losses from the drop in the long position's value.Madison Dividend Pair Trading
Madison Dividend Income Pair Trading Analysis
The ability to find closely correlated positions to Madison Dividend could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Madison Dividend 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 Madison Dividend - 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 Madison Dividend Income to buy it.
The correlation of Madison Dividend 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 Madison Dividend moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Madison Dividend Income 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 Madison Dividend 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 Madison Dividend position
In addition to having Madison Dividend 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 Asset Management Thematic Idea Now
Asset Management
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Asset Management theme has 7 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 Asset Management Theme or any other thematic opportunities.
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Other Information on Investing in Madison Mutual Fund
To fully project Madison Dividend's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Madison Dividend Income 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 Madison Dividend's income statement, its balance sheet, and the statement of cash flows.
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