Brandes International One Year Return vs. Ten Year Return
| BIIEX Fund | USD 21.58 0.07 0.32% |
For Brandes International profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Brandes International to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Brandes International Equity utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Brandes International's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Brandes International Equity over time as well as its relative position and ranking within its peers.
Brandes |
Brandes International Ten Year Return vs. One Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Brandes International's current stock value. Our valuation model uses many indicators to compare Brandes International value to that of its competitors to determine the firm's financial worth. Brandes International Equity is the top fund in one year return among similar funds. It also is the top fund in ten year return among similar funds reporting about 0.18 of Ten Year Return per One Year Return. The ratio of One Year Return to Ten Year Return for Brandes International Equity is roughly 5.46 . 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 Brandes International's earnings, one of the primary drivers of an investment's value.Brandes Ten Year Return vs. One Year Return
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.
Brandes International |
| = | 15.72 % |
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.
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.
Brandes International |
| = | 2.88 % |
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.
Brandes Ten Year Return Comparison
Brandes International is currently under evaluation in ten year return among similar funds.
Brandes International Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Brandes International, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Brandes International will eventually generate negative long term returns. The profitability progress is the general direction of Brandes International's change in net profit over the period of time. It can combine multiple indicators of Brandes International, 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 primarily in equity securities of foreign companies. It typically invests in foreign companies with market capitalizations greater than 5 billion at the time of purchase. A foreign company is determined to be foreign on the basis of its domicile, its principal place of business, its primary stock exchange listing, andor the source of its revenues. Under normal market conditions, the fund will invest at least 80 percent of its net assets measured at the time of purchase in equity securities of companies located in at least three countries outside the United States.
Brandes Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Brandes International. 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 Brandes International 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 Brandes International's important profitability drivers and their relationship over time.
Use Brandes International 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 Brandes International 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 Brandes International will appreciate offsetting losses from the drop in the long position's value.Brandes International Pair Trading
Brandes International Equity Pair Trading Analysis
The ability to find closely correlated positions to Brandes International could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Brandes International 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 Brandes International - 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 Brandes International Equity to buy it.
The correlation of Brandes International 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 Brandes International moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Brandes International 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 Brandes International 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 Brandes International position
In addition to having Brandes International 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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Cars
Domestic and international companies involved in manufacturing and serving automobiles and trucks. The Cars theme has 37 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 Cars Theme or any other thematic opportunities.
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Other Information on Investing in Brandes Mutual Fund
To fully project Brandes International's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Brandes International 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 Brandes International's income statement, its balance sheet, and the statement of cash flows.
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