Credit Suisse Annual Yield vs. Year To Date Return
| CSOIX Fund | USD 9.56 0.01 0.10% |
For Credit Suisse profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Credit Suisse to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Credit Suisse Strategic utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Credit Suisse's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Credit Suisse Strategic over time as well as its relative position and ranking within its peers.
Credit |
Credit Suisse Strategic Year To Date Return vs. Annual Yield Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Credit Suisse's current stock value. Our valuation model uses many indicators to compare Credit Suisse value to that of its competitors to determine the firm's financial worth. Credit Suisse Strategic is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 108.56 of Year To Date Return per Annual Yield. 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 Credit Suisse's earnings, one of the primary drivers of an investment's value.Credit Year To Date Return vs. Annual Yield
Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Credit Suisse |
| = | 0.08 % |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Credit Suisse |
| = | 8.46 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Credit Year To Date Return Comparison
Credit Suisse is currently under evaluation in year to date return among similar funds.
Credit Suisse Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Credit Suisse, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Credit Suisse will eventually generate negative long term returns. The profitability progress is the general direction of Credit Suisse's change in net profit over the period of time. It can combine multiple indicators of Credit Suisse, 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 pursues its investment objective of total return by investing in a portfolio of debt instruments. Strategic in the funds name means that the fund seeks both current income and capital appreciation as elements of total return. In seeking to achieve its investment objective, it may adjust its portfolios exposure among the various types of debt instruments based on market conditions and outlook.
Credit Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Credit Suisse. 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 Credit Suisse 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 Credit Suisse's important profitability drivers and their relationship over time.
Use Credit Suisse 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 Credit Suisse 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 Credit Suisse will appreciate offsetting losses from the drop in the long position's value.Credit Suisse Pair Trading
Credit Suisse Strategic Pair Trading Analysis
The ability to find closely correlated positions to Credit Suisse could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Credit Suisse 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 Credit Suisse - 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 Credit Suisse Strategic to buy it.
The correlation of Credit Suisse 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 Credit Suisse moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Credit Suisse Strategic 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 Credit Suisse 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 Credit Suisse position
In addition to having Credit Suisse 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 Theme ETFs Thematic Idea Now
Theme ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Theme ETFs theme has 483 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 Theme ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Credit Mutual Fund
To fully project Credit Suisse's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Credit Suisse Strategic 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 Credit Suisse's income statement, its balance sheet, and the statement of cash flows.
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