Utilities Fund Ten Year Return vs. Five Year Return
| BULIX Fund | USD 19.33 0.05 0.26% |
For Utilities Fund profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Utilities Fund to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Utilities Fund Investor utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Utilities Fund's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Utilities Fund Investor over time as well as its relative position and ranking within its peers.
Utilities |
Utilities Fund Investor Five Year Return vs. Ten Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Utilities Fund's current stock value. Our valuation model uses many indicators to compare Utilities Fund value to that of its competitors to determine the firm's financial worth. Utilities Fund Investor is the top fund in ten year return among similar funds. It also is the top fund in five year return among similar funds reporting about 0.64 of Five Year Return per Ten Year Return. The ratio of Ten Year Return to Five Year Return for Utilities Fund Investor is roughly 1.55 . 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 Utilities Fund's earnings, one of the primary drivers of an investment's value.Utilities Five Year Return vs. Ten Year Return
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.
Utilities Fund |
| = | 9.28 % |
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.
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.
Utilities Fund |
| = | 5.98 % |
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.
Utilities Five Year Return Comparison
Utilities Fund is currently under evaluation in five year return among similar funds.
Utilities Fund Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Utilities Fund, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Utilities Fund will eventually generate negative long term returns. The profitability progress is the general direction of Utilities Fund's change in net profit over the period of time. It can combine multiple indicators of Utilities Fund, 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 market conditions, the fund invests at least 80 percent of its net assets in equity securities of companies engaged in the utilities industry. The portfolio managers use quantitative and qualitative management techniques as well as risk controls to construct the funds portfolio. The quantitative process involves ranking stocks based on their growth and valuation characteristics.
Utilities Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Utilities Fund. 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 Utilities Fund 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 Utilities Fund's important profitability drivers and their relationship over time.
Use Utilities Fund 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 Utilities Fund 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 Utilities Fund will appreciate offsetting losses from the drop in the long position's value.Utilities Fund Pair Trading
Utilities Fund Investor Pair Trading Analysis
The ability to find closely correlated positions to Utilities Fund could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Utilities Fund 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 Utilities Fund - 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 Utilities Fund Investor to buy it.
The correlation of Utilities Fund 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 Utilities Fund moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Utilities Fund Investor 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 Utilities Fund 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 Utilities Fund position
In addition to having Utilities Fund 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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Apparel
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Apparel theme has 49 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 Apparel Theme or any other thematic opportunities.
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Other Information on Investing in Utilities Mutual Fund
To fully project Utilities Fund's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Utilities Fund Investor 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 Utilities Fund's income statement, its balance sheet, and the statement of cash flows.
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