Evaluator Moderate Five Year Return vs. Annual Yield
| EVFMX Fund | USD 11.15 0.01 0.09% |
For Evaluator Moderate profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Evaluator Moderate to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Evaluator Moderate Rms utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Evaluator Moderate's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Evaluator Moderate Rms over time as well as its relative position and ranking within its peers.
Evaluator |
Evaluator Moderate Rms Annual Yield vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Evaluator Moderate's current stock value. Our valuation model uses many indicators to compare Evaluator Moderate value to that of its competitors to determine the firm's financial worth. Evaluator Moderate Rms is one of the top funds in five year return among similar funds. It also is one of the top funds in annual yield among similar funds . The ratio of Five Year Return to Annual Yield for Evaluator Moderate Rms is about 280.08 . 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 Evaluator Moderate's earnings, one of the primary drivers of an investment's value.Evaluator Annual Yield 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.
Evaluator Moderate |
| = | 6.33 % |
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.
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.
Evaluator Moderate |
| = | 0.02 % |
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.
Evaluator Annual Yield Comparison
Evaluator Moderate is currently under evaluation in annual yield among similar funds.
Evaluator Moderate Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Evaluator Moderate, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Evaluator Moderate will eventually generate negative long term returns. The profitability progress is the general direction of Evaluator Moderate's change in net profit over the period of time. It can combine multiple indicators of Evaluator Moderate, 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 objective by investing in the securities of other unaffiliated investment companies, including open-end funds, ETFs and closed-end funds. It will allocate 30-50 percent of its assets into a variety of underlying funds that focus on investments in fixed income securities that possess varying qualities of credit and duration and in underlying funds that invest in equity securities that have the potential of providing dividends and growth on an annual basis.
Evaluator Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Evaluator Moderate. 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 Evaluator Moderate 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 Evaluator Moderate's important profitability drivers and their relationship over time.
Use Evaluator Moderate 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 Evaluator Moderate 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 Evaluator Moderate will appreciate offsetting losses from the drop in the long position's value.Evaluator Moderate Pair Trading
Evaluator Moderate Rms Pair Trading Analysis
The ability to find closely correlated positions to Evaluator Moderate could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Evaluator Moderate 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 Evaluator Moderate - 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 Evaluator Moderate Rms to buy it.
The correlation of Evaluator Moderate 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 Evaluator Moderate moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Evaluator Moderate Rms 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 Evaluator Moderate 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 Evaluator Moderate position
In addition to having Evaluator Moderate 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?
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Other Information on Investing in Evaluator Mutual Fund
To fully project Evaluator Moderate's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Evaluator Moderate Rms 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 Evaluator Moderate's income statement, its balance sheet, and the statement of cash flows.
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