Pro-blend(r) Moderate One Year Return vs. Price To Book
| EXBAX Fund | USD 14.92 0.02 0.13% |
For Pro-blend(r) Moderate profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Pro-blend(r) Moderate to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Pro Blend Moderate Term utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Pro-blend(r) Moderate's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Pro Blend Moderate Term over time as well as its relative position and ranking within its peers.
Pro-blend(r) |
Pro-blend(r) Moderate Price To Book vs. One Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Pro-blend(r) Moderate's current stock value. Our valuation model uses many indicators to compare Pro-blend(r) Moderate value to that of its competitors to determine the firm's financial worth. Pro Blend Moderate Term is one of the top funds in one year return among similar funds. It also is one of the top funds in price to book among similar funds fabricating about 0.29 of Price To Book per One Year Return. The ratio of One Year Return to Price To Book for Pro Blend Moderate Term is roughly 3.43 . 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 Pro-blend(r) Moderate's earnings, one of the primary drivers of an investment's value.Pro-blend(r) Price To Book 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.
Pro-blend(r) Moderate |
| = | 12.24 % |
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.
Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
Pro-blend(r) Moderate |
| = | 3.57 X |
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
Pro-blend(r) Price To Book Comparison
Pro Blend is currently under evaluation in price to book among similar funds.
Pro-blend(r) Moderate Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Pro-blend(r) Moderate, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Pro-blend(r) Moderate will eventually generate negative long term returns. The profitability progress is the general direction of Pro-blend(r) Moderate's change in net profit over the period of time. It can combine multiple indicators of Pro-blend(r) 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 invests primarily in common stocks and intermediate to long-term fixed income securities. It may invest in U.S. and foreign stocks, including those in emerging markets, American Depository Receipts , and derivative instruments. The fund may invest in stocks of small-, large-, or mid-size companies. It invests primarily in fixed income securities with maturities of 5 to 10 years but may invest in securities of any maturity.
Pro-blend(r) Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Pro-blend(r) 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 Pro-blend(r) 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 Pro-blend(r) Moderate's important profitability drivers and their relationship over time.
Use Pro-blend(r) 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 Pro-blend(r) 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 Pro-blend(r) Moderate will appreciate offsetting losses from the drop in the long position's value.Pro-blend(r) Moderate Pair Trading
Pro Blend Moderate Term Pair Trading Analysis
The ability to find closely correlated positions to Pro-blend(r) 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 Pro-blend(r) 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 Pro-blend(r) 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 Pro Blend Moderate Term to buy it.
The correlation of Pro-blend(r) 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 Pro-blend(r) Moderate moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Pro-blend(r) Moderate 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 Pro-blend(r) 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 Pro-blend(r) Moderate position
In addition to having Pro-blend(r) 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 Pro-blend(r) Mutual Fund
To fully project Pro-blend(r) Moderate's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Pro-blend(r) Moderate 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 Pro-blend(r) Moderate's income statement, its balance sheet, and the statement of cash flows.
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