Catalystwarrington One Year Return vs. Year To Date Return
| CWXAX Fund | USD 9.25 0.00 0.00% |
For Catalystwarrington profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Catalystwarrington to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Catalystwarrington Strategic Program utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Catalystwarrington's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Catalystwarrington Strategic Program over time as well as its relative position and ranking within its peers.
Catalystwarrington |
Catalystwarrington Year To Date Return vs. One Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Catalystwarrington's current stock value. Our valuation model uses many indicators to compare Catalystwarrington value to that of its competitors to determine the firm's financial worth. Catalystwarrington Strategic Program is the top fund in one year return among similar funds. It also is the top fund in year to date return among similar funds creating about 0.89 of Year To Date Return per One Year Return. The ratio of One Year Return to Year To Date Return for Catalystwarrington Strategic Program is roughly 1.12 . 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 Catalystwarrington's earnings, one of the primary drivers of an investment's value.Catalystwarrington Year To Date Return vs. One Year Return
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.
Catalystwarrington |
| = | 2.47 % |
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.
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.
Catalystwarrington |
| = | 2.21 % |
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.
Catalystwarrington Year To Date Return Comparison
Catalystwarrington is currently under evaluation in year to date return among similar funds.
Catalystwarrington Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Catalystwarrington, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Catalystwarrington will eventually generate negative long term returns. The profitability progress is the general direction of Catalystwarrington's change in net profit over the period of time. It can combine multiple indicators of Catalystwarrington, 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 seeks to achieve its investment objective by buying and selling short-term options and option spreads on the Standard Poors 500 Index futures and holding cash and cash equivalents, including treasury securities and money market mutual funds. An option spread is a strategy where it buys two different options on the SP, but with different prices or expirations, in order to hedge against declines in the value of the options.
Catalystwarrington Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Catalystwarrington. 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 Catalystwarrington 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 Catalystwarrington's important profitability drivers and their relationship over time.
Use Catalystwarrington 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 Catalystwarrington 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 Catalystwarrington will appreciate offsetting losses from the drop in the long position's value.Catalystwarrington Pair Trading
Catalystwarrington Strategic Program Pair Trading Analysis
The ability to find closely correlated positions to Catalystwarrington could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Catalystwarrington 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 Catalystwarrington - 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 Catalystwarrington Strategic Program to buy it.
The correlation of Catalystwarrington 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 Catalystwarrington moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Catalystwarrington 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 Catalystwarrington 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 Catalystwarrington position
In addition to having Catalystwarrington 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 Military Industrial Thematic Idea Now
Military Industrial
A collection of large United States defense contractors including companies involved in production or distribution of aircraft, ships, vehicles, weaponry, and electronic systems in cooperation with the government. The Military Industrial theme has 46 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 Military Industrial Theme or any other thematic opportunities.
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Other Information on Investing in Catalystwarrington Mutual Fund
To fully project Catalystwarrington's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Catalystwarrington 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 Catalystwarrington's income statement, its balance sheet, and the statement of cash flows.
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