Europac International Equity Positions Weight vs. Five Year Return
| EPVIX Fund | USD 10.87 0.07 0.65% |
For Europac International profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Europac International to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Europac International Value utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Europac International's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Europac International Value over time as well as its relative position and ranking within its peers.
Europac |
Europac International Five Year Return vs. Equity Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Europac International's current stock value. Our valuation model uses many indicators to compare Europac International value to that of its competitors to determine the firm's financial worth. Europac International Value is one of the top funds in equity positions weight among similar funds. It also is one of the top funds in five year return among similar funds reporting about 0.12 of Five Year Return per Equity Positions Weight. The ratio of Equity Positions Weight to Five Year Return for Europac International Value is roughly 8.53 . 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 Europac International's earnings, one of the primary drivers of an investment's value.Europac Five Year Return vs. Equity Positions Weight
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Europac International |
| = | 90.86 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
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.
Europac International |
| = | 10.65 % |
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.
Europac Five Year Return Comparison
Europac International is currently under evaluation in five year return among similar funds.
Europac International Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Europac International, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Europac International will eventually generate negative long term returns. The profitability progress is the general direction of Europac International's change in net profit over the period of time. It can combine multiple indicators of Europac International, 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.
Under normal market conditions, the fund will invest at least 80 percent of its net assets in common stocks of companies located in Europe or the Pacific Rim. The funds advisor considers a country to be part of Europe if it is included in one of the MSCI European indexes and part of the Pacific Rim if any of its borders touches the Pacific Ocean. The fund will invest in large-, mid-, and small-capitalization companies that are considered by the funds advisor to be value oriented and dividend paying companies.
Europac Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Europac International. 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 Europac International 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 Europac International's important profitability drivers and their relationship over time.
Use Europac International 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 Europac International 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 Europac International will appreciate offsetting losses from the drop in the long position's value.Europac International Pair Trading
Europac International Value Pair Trading Analysis
The ability to find closely correlated positions to Europac International could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Europac International 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 Europac International - 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 Europac International Value to buy it.
The correlation of Europac International 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 Europac International moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Europac International 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 Europac International 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 Europac International position
In addition to having Europac International 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 Moderate Funds Thematic Idea Now
Moderate Funds
Funds or Etfs that combine stocks, bonds and money market instruments to get modest capital appreciation over time. The Moderate Funds 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 Moderate Funds Theme or any other thematic opportunities.
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Other Information on Investing in Europac Mutual Fund
To fully project Europac International's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Europac International 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 Europac International's income statement, its balance sheet, and the statement of cash flows.
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