Unconstrained Bond Annual Yield vs. Ten Year Return
| EXCPX Fund | USD 9.84 0.01 0.10% |
For Unconstrained Bond profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Unconstrained Bond to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Unconstrained Bond Series utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Unconstrained Bond's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Unconstrained Bond Series over time as well as its relative position and ranking within its peers.
Unconstrained |
Unconstrained Bond Series Ten Year Return vs. Annual Yield Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Unconstrained Bond's current stock value. Our valuation model uses many indicators to compare Unconstrained Bond value to that of its competitors to determine the firm's financial worth. Unconstrained Bond Series is one of the top funds in annual yield among similar funds. It also is one of the top funds in ten year return among similar funds reporting about 166.36 of Ten Year Return per Annual Yield. 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 Unconstrained Bond's earnings, one of the primary drivers of an investment's value.Unconstrained Ten Year Return vs. Annual Yield
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.
Unconstrained Bond |
| = | 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.
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Unconstrained Bond |
| = | 3.56 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Unconstrained Ten Year Return Comparison
Unconstrained Bond is currently under evaluation in ten year return among similar funds.
Unconstrained Bond Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Unconstrained Bond, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Unconstrained Bond will eventually generate negative long term returns. The profitability progress is the general direction of Unconstrained Bond's change in net profit over the period of time. It can combine multiple indicators of Unconstrained Bond, 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 will invest, under normal circumstances, at least 80 percent of its assets in bonds and other financial instruments, principally derivative instruments and exchange-traded funds , with economic characteristics similar to bonds. It may invest up to 50 percent of its assets in below investment grade securities and may invest up to 50 percent of its assets in non-U.S. dollar denominated securities, including securities issued by companies located in emerging markets.
Unconstrained Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Unconstrained Bond. 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 Unconstrained Bond 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 Unconstrained Bond's important profitability drivers and their relationship over time.
Use Unconstrained Bond 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 Unconstrained Bond 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 Unconstrained Bond will appreciate offsetting losses from the drop in the long position's value.Unconstrained Bond Pair Trading
Unconstrained Bond Series Pair Trading Analysis
The ability to find closely correlated positions to Unconstrained Bond could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Unconstrained Bond 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 Unconstrained Bond - 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 Unconstrained Bond Series to buy it.
The correlation of Unconstrained Bond 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 Unconstrained Bond moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Unconstrained Bond Series 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 Unconstrained Bond 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 Unconstrained Bond position
In addition to having Unconstrained Bond 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 Penny Thematic Idea Now
Penny
Solid stocks, funds or ETFs with below average market capitalization and typicl daily price below 2. The Penny theme has 56 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 Penny Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Unconstrained Mutual Fund
To fully project Unconstrained Bond's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Unconstrained Bond Series 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 Unconstrained Bond's income statement, its balance sheet, and the statement of cash flows.
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Premium Stories Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope | |
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges |