United Kingdom Net Asset vs. Five Year Return
| DFUKX Fund | USD 25.89 0.37 1.45% |
For United Kingdom profitability analysis, we use financial ratios and fundamental drivers that measure the ability of United Kingdom to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well United Kingdom Small utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between United Kingdom's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of United Kingdom Small over time as well as its relative position and ranking within its peers.
United |
United Kingdom Small Five Year Return vs. Net Asset Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining United Kingdom's current stock value. Our valuation model uses many indicators to compare United Kingdom value to that of its competitors to determine the firm's financial worth. United Kingdom Small is one of the top funds in net asset among similar funds. It also is one of the top funds in five year return among similar funds . The ratio of Net Asset to Five Year Return for United Kingdom Small is about 29,453,117 . 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 United Kingdom's earnings, one of the primary drivers of an investment's value.United Five Year Return vs. Net Asset
Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
United Kingdom |
| = | 39.93 M |
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
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.
United Kingdom |
| = | 1.36 % |
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.
United Five Year Return Comparison
United Kingdom is currently under evaluation in five year return among similar funds.
United Kingdom Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in United Kingdom, profitability is also one of the essential criteria for including it into their portfolios because, without profit, United Kingdom will eventually generate negative long term returns. The profitability progress is the general direction of United Kingdom's change in net profit over the period of time. It can combine multiple indicators of United Kingdom, 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 Portfolio is a Feeder Portfolio and pursues its objective by investing substantially all of its assets in its corresponding master fund, the United Kingdom Small Company Series of the DFA Investment Trust Company , which has the same investment objective and policies as the Portfolio. As a non-fundamental policy, under normal circumstances, the United Kingdom Small Company Series will invest at least 80 percent of its net assets in securities of United Kingdom small companies.
United Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on United Kingdom. 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 United Kingdom 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 United Kingdom's important profitability drivers and their relationship over time.
Use United Kingdom 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 United Kingdom 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 United Kingdom will appreciate offsetting losses from the drop in the long position's value.United Kingdom Pair Trading
United Kingdom Small Pair Trading Analysis
The ability to find closely correlated positions to United Kingdom could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace United Kingdom 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 United Kingdom - 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 United Kingdom Small to buy it.
The correlation of United Kingdom 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 United Kingdom moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if United Kingdom Small 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 United Kingdom 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 United Kingdom position
In addition to having United Kingdom 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 Shipbuilding Railroad Equipment Thematic Idea Now
Shipbuilding Railroad Equipment
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Shipbuilding Railroad Equipment theme has 16 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 Shipbuilding Railroad Equipment Theme or any other thematic opportunities.
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Other Information on Investing in United Mutual Fund
To fully project United Kingdom's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of United Kingdom Small 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 United Kingdom's income statement, its balance sheet, and the statement of cash flows.
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