Boston Trust Last Dividend Paid vs. One Year Return
| BTSMX Fund | USD 26.93 0.13 0.48% |
For Boston Trust profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Boston Trust to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Boston Trust Smid utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Boston Trust's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Boston Trust Smid over time as well as its relative position and ranking within its peers.
Boston |
Boston Trust Smid One Year Return vs. Last Dividend Paid Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Boston Trust's current stock value. Our valuation model uses many indicators to compare Boston Trust value to that of its competitors to determine the firm's financial worth. Boston Trust Smid is the top fund in last dividend paid among similar funds. It also is the top fund in one year return among similar funds reporting about 198.80 of One Year Return per Last Dividend Paid. 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 Boston Trust's earnings, one of the primary drivers of an investment's value.Boston One Year Return vs. Last Dividend Paid
Last Dividend Paid refers to dividend per share(DPS) paid to the shareholder the last time dividends were issued by a company. In its conventional sense, dividends refer to the distribution of some of a company's net earnings or capital gains decided by the board of directors.
Boston Trust |
| = | 0.12 |
Many stable companies today pay out dividends to their shareholders in the form of the income distribution, but high-growth firms rarely offer dividends because all of their earnings are reinvested back to the business.
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.
Boston Trust |
| = | 23.86 % |
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.
Boston One Year Return Comparison
Boston Trust is currently under evaluation in one year return among similar funds.
Boston Trust Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Boston Trust, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Boston Trust will eventually generate negative long term returns. The profitability progress is the general direction of Boston Trust's change in net profit over the period of time. It can combine multiple indicators of Boston Trust, 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 circumstances, at least 80 percent of its assets in a diversified portfolio of domestic equity securities of small and mid cap companies. For these purposes, the Adviser defines small and mid cap issuers as those with market capitalizations within the range encompassed by the Russell 2500TM Index at the time of purchase. In addition, changes to the composition of the Russell 2500TM Index can change the market capitalization range of the companies included in the index.
Boston Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Boston Trust. 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 Boston Trust 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 Boston Trust's important profitability drivers and their relationship over time.
Use Boston Trust 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 Boston Trust 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 Boston Trust will appreciate offsetting losses from the drop in the long position's value.Boston Trust Pair Trading
Boston Trust Smid Pair Trading Analysis
The ability to find closely correlated positions to Boston Trust could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Boston Trust 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 Boston Trust - 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 Boston Trust Smid to buy it.
The correlation of Boston Trust 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 Boston Trust moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Boston Trust Smid 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 Boston Trust 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 Boston Trust position
In addition to having Boston Trust 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 Online Gaming Thematic Idea Now
Online Gaming
Companies that are involved in the building and marketing of online gaming-related products. The Online Gaming theme has 48 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 Online Gaming Theme or any other thematic opportunities.
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Other Information on Investing in Boston Mutual Fund
To fully project Boston Trust's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Boston Trust Smid 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 Boston Trust's income statement, its balance sheet, and the statement of cash flows.
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