European Equity Five Year Return vs. One Year Return
| EEA Fund | USD 8.68 0.03 0.35% |
For European Equity profitability analysis, we use financial ratios and fundamental drivers that measure the ability of European Equity to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well European Equity Closed utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between European Equity's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of European Equity Closed over time as well as its relative position and ranking within its peers.
European |
European Equity Closed One Year Return vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining European Equity's current stock value. Our valuation model uses many indicators to compare European Equity value to that of its competitors to determine the firm's financial worth. European Equity Closed is one of the top funds in five year return among similar funds. It is rated below average in one year return among similar funds reporting about 1.25 of One Year Return per Five Year Return. 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 European Equity's earnings, one of the primary drivers of an investment's value.European One 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.
European Equity |
| = | 5.84 % |
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.
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.
European Equity |
| = | 7.33 % |
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.
European One Year Return Comparison
European Equity is currently under evaluation in one year return among similar funds.
European Equity Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in European Equity, profitability is also one of the essential criteria for including it into their portfolios because, without profit, European Equity will eventually generate negative long term returns. The profitability progress is the general direction of European Equity's change in net profit over the period of time. It can combine multiple indicators of European Equity, 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 European Equity Fund, Inc. is a closed ended equity mutual fund launched by Deutsche Investment Management Americas Inc. The fund is managed by Deutsche Asset Management International GmbH. It invests in the public equity markets of Europe. The fund seeks to invest in the stocks of companies operating across diversified sectors. It primarily invests in equity or equity-linked securities of companies. The fund seeks to benchmark the performance of its portfolio against the MSCI-EMU Index. It was formerly known as Germany Fund Inc. The European Equity Fund, Inc. was formed on July 23, 1986 and is domiciled in the United States.
European Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on European Equity. 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 European Equity 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 European Equity's important profitability drivers and their relationship over time.
Use European Equity 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 European Equity 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 European Equity will appreciate offsetting losses from the drop in the long position's value.European Equity Pair Trading
European Equity Closed Pair Trading Analysis
The ability to find closely correlated positions to European Equity could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace European Equity 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 European Equity - 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 European Equity Closed to buy it.
The correlation of European Equity 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 European Equity moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if European Equity Closed 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 European Equity 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 European Equity position
In addition to having European Equity 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 ESG Investing Thematic Idea Now
ESG Investing
Sustainable investments that promote the conservation of the natural world, social resposibility, freindly employees policies and strong governance. The ESG Investing theme has 51 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 ESG Investing Theme or any other thematic opportunities.
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Other Information on Investing in European Fund
To fully project European Equity's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of European Equity Closed 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 European Equity's income statement, its balance sheet, and the statement of cash flows.
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