Equity Series Year To Date Return vs. Minimum Initial Investment
| EXEYX Fund | USD 16.81 0.08 0.48% |
For Equity Series profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Equity Series to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Equity Series Class utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Equity Series's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Equity Series Class over time as well as its relative position and ranking within its peers.
Equity |
Equity Series Class Minimum Initial Investment vs. Year To Date Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Equity Series's current stock value. Our valuation model uses many indicators to compare Equity Series value to that of its competitors to determine the firm's financial worth. Equity Series Class is one of the top funds in year to date return among similar funds. It also is one of the top funds in minimum initial investment among similar funds making about 113.93 of Minimum Initial Investment per Year To Date 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 Equity Series' earnings, one of the primary drivers of an investment's value.Equity Minimum Initial Investment vs. Year To Date Return
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Equity Series |
| = | 17.56 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
Equity Series |
| = | 2 K |
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
Equity Minimum Initial Investment Comparison
Equity Series is currently under evaluation in minimum initial investment among similar funds.
Equity Series Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Equity Series, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Equity Series will eventually generate negative long term returns. The profitability progress is the general direction of Equity Series' change in net profit over the period of time. It can combine multiple indicators of Equity Series, 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 normally invests at least 80 percent of its assets in equity securities. It principally invests in common stocks of U.S. issuers. The fund may invest in stocks of small-, large-, or mid-size companies. It may purchase shares of exchange-traded funds , including to establish a diversified position in a particular sector of the market or to manage cash flows.
Equity Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Equity Series. 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 Equity Series 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 Equity Series' important profitability drivers and their relationship over time.
Use Equity Series 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 Equity Series 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 Equity Series will appreciate offsetting losses from the drop in the long position's value.Equity Series Pair Trading
Equity Series Class Pair Trading Analysis
The ability to find closely correlated positions to Equity Series could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Equity Series 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 Equity Series - 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 Equity Series Class to buy it.
The correlation of Equity Series 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 Equity Series moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Equity Series Class 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 Equity Series 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 Equity Series position
In addition to having Equity Series 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 Recreation Thematic Idea Now
Recreation
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Recreation theme has 33 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 Recreation Theme or any other thematic opportunities.
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Other Information on Investing in Equity Mutual Fund
To fully project Equity Series' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Equity Series Class 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 Equity Series' income statement, its balance sheet, and the statement of cash flows.
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