Fam Equity-income Five Year Return vs. Price To Book
| FAMEX Fund | USD 62.47 0.03 0.05% |
For Fam Equity-income profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Fam Equity-income to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Fam Equity Income Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Fam Equity-income's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Fam Equity Income Fund over time as well as its relative position and ranking within its peers.
Fam |
Fam Equity Income Price To Book vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Fam Equity-income's current stock value. Our valuation model uses many indicators to compare Fam Equity-income value to that of its competitors to determine the firm's financial worth. Fam Equity Income Fund is rated # 2 fund in five year return among similar funds. It is one of the top funds in price to book among similar funds fabricating about 0.27 of Price To Book per Five Year Return. The ratio of Five Year Return to Price To Book for Fam Equity Income Fund is roughly 3.71 . 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 Fam Equity-income's earnings, one of the primary drivers of an investment's value.Fam Price To Book 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.
Fam Equity-income |
| = | 12.35 % |
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.
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.
Fam Equity-income |
| = | 3.33 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.
Fam Price To Book Comparison
Fam Equity is currently under evaluation in price to book among similar funds.
Fam Equity-income Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Fam Equity-income, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Fam Equity-income will eventually generate negative long term returns. The profitability progress is the general direction of Fam Equity-income's change in net profit over the period of time. It can combine multiple indicators of Fam Equity-income, 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 funds adviser employs a value approach in making its common stock selections. Generally, the adviser will attempt to remain fully invested in common stocks and securities that are convertible into common stocks, such as convertible bonds and convertible preferred stocks. The fund may invest in the securities of issuers of all sizes and market capitalizations.
Fam Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Fam Equity-income. 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 Fam Equity-income 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 Fam Equity-income's important profitability drivers and their relationship over time.
Use Fam Equity-income 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 Fam Equity-income 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 Fam Equity-income will appreciate offsetting losses from the drop in the long position's value.Fam Equity-income Pair Trading
Fam Equity Income Fund Pair Trading Analysis
The ability to find closely correlated positions to Fam Equity-income could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Fam Equity-income 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 Fam Equity-income - 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 Fam Equity Income Fund to buy it.
The correlation of Fam Equity-income 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 Fam Equity-income moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Fam Equity Income 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 Fam Equity-income 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 Fam Equity-income position
In addition to having Fam Equity-income 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 Entertainment Thematic Idea Now
Entertainment
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Entertainment theme has 61 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 Entertainment Theme or any other thematic opportunities.
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Other Information on Investing in Fam Mutual Fund
To fully project Fam Equity-income's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Fam Equity Income 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 Fam Equity-income's income statement, its balance sheet, and the statement of cash flows.
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