The Chesapeake Ten Year Return vs. Price To Book
| CHCGX Fund | USD 53.28 0.27 0.50% |
For The Chesapeake profitability analysis, we use financial ratios and fundamental drivers that measure the ability of The Chesapeake to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well The Chesapeake Growth utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between The Chesapeake's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of The Chesapeake Growth over time as well as its relative position and ranking within its peers.
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Chesapeake Growth Price To Book vs. Ten Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining The Chesapeake's current stock value. Our valuation model uses many indicators to compare The Chesapeake value to that of its competitors to determine the firm's financial worth. The Chesapeake Growth is the top fund in ten year return among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.24 of Price To Book per Ten Year Return. The ratio of Ten Year Return to Price To Book for The Chesapeake Growth is roughly 4.25 . 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 The Chesapeake's earnings, one of the primary drivers of an investment's value.The Price To Book 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.
The Chesapeake |
| = | 11.56 % |
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.
Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
The Chesapeake |
| = | 2.72 X |
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
The Price To Book Comparison
Chesapeake Growth is currently under evaluation in price to book among similar funds.
The Chesapeake Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in The Chesapeake, profitability is also one of the essential criteria for including it into their portfolios because, without profit, The Chesapeake will eventually generate negative long term returns. The profitability progress is the general direction of The Chesapeake's change in net profit over the period of time. It can combine multiple indicators of The Chesapeake, 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, which is a diversified separate investment portfolio of the Chesapeake Investment Trust , seeks capital appreciation by investing primarily in equity securities of the largest 1,000 companies, based on market capitalization, domiciled in the United States. It will invest at least 90 percent of its total assets in equity securities and at least 80 percent of such assets will be invested in the largest 1,000 companies domiciled in the United States. Generally, all of the securities in which the fund invests will be traded on domestic securities exchanges or in the over-the-counter markets.
The Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on The Chesapeake. 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 The Chesapeake 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 The Chesapeake's important profitability drivers and their relationship over time.
Use The Chesapeake 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 The Chesapeake 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 The Chesapeake will appreciate offsetting losses from the drop in the long position's value.The Chesapeake Pair Trading
The Chesapeake Growth Pair Trading Analysis
The ability to find closely correlated positions to The Chesapeake could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace The Chesapeake 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 The Chesapeake - 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 The Chesapeake Growth to buy it.
The correlation of The Chesapeake 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 The Chesapeake moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Chesapeake Growth 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 The Chesapeake 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 The Chesapeake position
In addition to having The Chesapeake 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 Basic Utilities Thematic Idea Now
Basic Utilities
Companies involved in production and distribution of electric, gas, water, and other energy utilities. The Basic Utilities theme has 44 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 Basic Utilities Theme or any other thematic opportunities.
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Other Information on Investing in The Mutual Fund
To fully project The Chesapeake's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Chesapeake 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 The Chesapeake's income statement, its balance sheet, and the statement of cash flows.
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