Chase Growth Five Year Return vs. Three Year Return
| CHASX Fund | USD 17.59 0.10 0.57% |
For Chase Growth profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Chase Growth to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Chase Growth Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Chase Growth's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Chase Growth Fund over time as well as its relative position and ranking within its peers.
Chase |
Chase Growth Three Year Return vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Chase Growth's current stock value. Our valuation model uses many indicators to compare Chase Growth value to that of its competitors to determine the firm's financial worth. Chase Growth Fund is the top fund in five year return among similar funds. It also is the top fund in three year return among similar funds reporting about 0.77 of Three Year Return per Five Year Return. The ratio of Five Year Return to Three Year Return for Chase Growth Fund is roughly 1.29 . 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 Chase Growth's earnings, one of the primary drivers of an investment's value.Chase Three Year Return vs. Five Year Return
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.
Chase Growth |
| = | 16.46 % |
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.
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.
Chase Growth |
| = | 12.75 % |
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.
Chase Three Year Return Comparison
Chase Growth is currently under evaluation in three year return among similar funds.
Chase Growth Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Chase Growth, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Chase Growth will eventually generate negative long term returns. The profitability progress is the general direction of Chase Growth's change in net profit over the period of time. It can combine multiple indicators of Chase Growth, 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 primarily in common stocks of domestic companies of any size market capitalization. Stocks that the adviser purchases for it typically have earnings growth in excess of 10 percent per year on a historical basis, have demonstrated consistency of earnings growth over time and are believed by the adviser to be of higher quality than other company stocks. The fund may invest a portion of its assets in non-U.S. issuers that are either publicly traded in the U.S. or through the use of depositary receipts, such as American Depositary Receipts .
Chase Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Chase Growth. 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 Chase Growth 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 Chase Growth's important profitability drivers and their relationship over time.
Learn to be your own money manager
Our tools can tell you how much better you can do entering a position in Chase Growth without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
Run Portfolio Holdings Now
Portfolio HoldingsCheck your current holdings and cash postion to detemine if your portfolio needs rebalancing |
| All Next | Launch Module |
Use Investing Themes to Complement your Chase Growth position
In addition to having Chase Growth 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 Non-Metallic and Industrial Metal Mining Thematic Idea Now
Non-Metallic and Industrial Metal Mining
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Non-Metallic and Industrial Metal Mining 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 Non-Metallic and Industrial Metal Mining Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Chase Mutual Fund
To fully project Chase Growth's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Chase Growth 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 Chase Growth's income statement, its balance sheet, and the statement of cash flows.
| Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance |