Fulcrum Diversified Annual Yield vs. Five Year Return
| FARYX Fund | USD 9.55 0.01 0.10% |
For Fulcrum Diversified profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Fulcrum Diversified to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Fulcrum Diversified Absolute utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Fulcrum Diversified's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Fulcrum Diversified Absolute over time as well as its relative position and ranking within its peers.
Fulcrum |
Fulcrum Diversified Five Year Return vs. Annual Yield Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Fulcrum Diversified's current stock value. Our valuation model uses many indicators to compare Fulcrum Diversified value to that of its competitors to determine the firm's financial worth. Fulcrum Diversified Absolute is rated below average in annual yield among similar funds. It is rated # 2 fund in five year return among similar funds reporting about 162.67 of Five 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 Fulcrum Diversified's earnings, one of the primary drivers of an investment's value.Fulcrum Five 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.
Fulcrum Diversified |
| = | 0.03 % |
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.
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.
Fulcrum Diversified |
| = | 5.08 % |
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.
Fulcrum Five Year Return Comparison
Fulcrum Diversified is one of the top funds in five year return among similar funds.
Fulcrum Diversified Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Fulcrum Diversified, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Fulcrum Diversified will eventually generate negative long term returns. The profitability progress is the general direction of Fulcrum Diversified's change in net profit over the period of time. It can combine multiple indicators of Fulcrum Diversified, 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.
In seeking to achieve its aim of long-term absolute returns, the fund aims to hold a diversified portfolio and achieve long-term absolute returns in all market conditions over rolling five-year periods, with lower volatility than equity markets and in excess of inflation. The fund implements its strategy by investing globally either directly, or through derivatives, in a broad range of instruments, including, but not limited to, equity, fixed income, currency, commodity, credit derivative and cash instruments.
Fulcrum Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Fulcrum Diversified. 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 Fulcrum Diversified 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 Fulcrum Diversified's important profitability drivers and their relationship over time.
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Other Information on Investing in Fulcrum Mutual Fund
To fully project Fulcrum Diversified's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Fulcrum Diversified 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 Fulcrum Diversified's income statement, its balance sheet, and the statement of cash flows.
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