Omni Small Three Year Return vs. Price To Earning
| BOSVX Fund | USD 19.20 0.11 0.57% |
For Omni Small profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Omni Small to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Omni Small Cap Value utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Omni Small's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Omni Small Cap Value over time as well as its relative position and ranking within its peers.
Omni |
Omni Small Cap Price To Earning vs. Three Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Omni Small's current stock value. Our valuation model uses many indicators to compare Omni Small value to that of its competitors to determine the firm's financial worth. Omni Small Cap Value is the top fund in three year return among similar funds. It also is the top fund in price to earning among similar funds reporting about 1.70 of Price To Earning per Three Year Return. 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 Omni Small's earnings, one of the primary drivers of an investment's value.Omni Price To Earning vs. Three Year Return
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Omni Small |
| = | 8.64 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Price to Earnings ratio is typically used for current valuation of a company and is one of the most popular ratios that investors monitor daily. Holding a low PE stock is less risky because when a company's profitability falls, it is likely that earnings will also go down as well. In other words, if you start from a lower position, your downside risk is limited. There are also some investors who believe that low Price to Earnings ratio reflects the low pricing because a given company is in trouble. On the other hand, a higher PE ratio means that investors are paying more for each unit of profit.
Omni Small |
| = | 14.72 X |
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
Omni Price To Earning Comparison
Omni Small is currently under evaluation in price to earning among similar funds.
Omni Small Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Omni Small, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Omni Small will eventually generate negative long term returns. The profitability progress is the general direction of Omni Small's change in net profit over the period of time. It can combine multiple indicators of Omni Small, 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 in a broad and diverse group of small-cap stocks that the Adviser determines to be value stocks. It invests 80 percent of its net assets in equity or equity-related securities of small-cap companies at the time of purchase. The fund primarily invests in small-cap stocks that are listed on the New York Stock Exchange, the NYSE American and NASDAQ.
Omni Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Omni Small. 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 Omni Small 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 Omni Small's important profitability drivers and their relationship over time.
Use Omni Small 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 Omni Small 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 Omni Small will appreciate offsetting losses from the drop in the long position's value.Omni Small Pair Trading
Omni Small Cap Value Pair Trading Analysis
The ability to find closely correlated positions to Omni Small could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Omni Small 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 Omni Small - 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 Omni Small Cap Value to buy it.
The correlation of Omni Small 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 Omni Small moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Omni Small Cap 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 Omni Small 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 Omni Small position
In addition to having Omni Small 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 Wholesale Thematic Idea Now
Wholesale
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Wholesale 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 Wholesale Theme or any other thematic opportunities.
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Other Information on Investing in Omni Mutual Fund
To fully project Omni Small's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Omni Small 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 Omni Small's income statement, its balance sheet, and the statement of cash flows.
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