Consumer Staples One Year Return vs. Net Asset
Based on Consumer Staples' profitability indicators, Consumer Staples Portfolio may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Consumer Staples' ability to earn profits and add value for shareholders.
Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in price.
Please note, there is a significant difference between Consumer Staples' value and its price as these two are different measures arrived at by different means. Investors typically determine if Consumer Staples is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Consumer Staples' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
For Consumer Staples profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Consumer Staples to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Consumer Staples Portfolio utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Consumer Staples's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Consumer Staples Portfolio over time as well as its relative position and ranking within its peers.
Consumer |
Consumer Staples Por Net Asset vs. One Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Consumer Staples's current stock value. Our valuation model uses many indicators to compare Consumer Staples value to that of its competitors to determine the firm's financial worth. Consumer Staples Portfolio is one of the top funds in one year return among similar funds. It also is one of the top funds in net asset among similar funds making up about 135,589,137 of Net Asset per One Year 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 Consumer Staples' earnings, one of the primary drivers of an investment's value.Consumer Net Asset 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.
Consumer Staples |
| = | 11.53 % |
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.
Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Consumer Staples |
| = | 1.56 B |
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
Consumer Net Asset Comparison
Consumer Staples is currently under evaluation in net asset among similar funds.
Consumer Staples Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Consumer Staples, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Consumer Staples will eventually generate negative long term returns. The profitability progress is the general direction of Consumer Staples' change in net profit over the period of time. It can combine multiple indicators of Consumer Staples, 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 at least 80 percent of assets in securities of companies principally engaged in the manufacture, sale, or distribution of consumer staples. Fidelity Advisor is traded on NASDAQ Exchange in the United States.
Consumer Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Consumer Staples. 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 Consumer Staples 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 Consumer Staples' important profitability drivers and their relationship over time.
Use Consumer Staples 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 Consumer Staples 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 Consumer Staples will appreciate offsetting losses from the drop in the long position's value.Consumer Staples Pair Trading
Consumer Staples Portfolio Pair Trading Analysis
The ability to find closely correlated positions to Analog Devices could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Analog Devices 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 Analog Devices - 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 Analog Devices to buy it.
The correlation of Analog Devices 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 Analog Devices moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Analog Devices 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 Analog Devices 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 Consumer Staples position
In addition to having Consumer Staples 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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Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in price. You can also try the Money Managers module to screen money managers from public funds and ETFs managed around the world.
Other Tools for Consumer Mutual Fund
When running Consumer Staples' price analysis, check to measure Consumer Staples' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Consumer Staples is operating at the current time. Most of Consumer Staples' value examination focuses on studying past and present price action to predict the probability of Consumer Staples' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Consumer Staples' price. Additionally, you may evaluate how the addition of Consumer Staples to your portfolios can decrease your overall portfolio volatility.
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