The Gabelli Three Year Return vs. Annual Yield
| GABEX Fund | USD 6.60 0.11 1.64% |
For The Gabelli profitability analysis, we use financial ratios and fundamental drivers that measure the ability of The Gabelli to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well The Gabelli Equity utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between The Gabelli's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of The Gabelli Equity over time as well as its relative position and ranking within its peers.
The |
Gabelli Equity Annual Yield vs. Three Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining The Gabelli's current stock value. Our valuation model uses many indicators to compare The Gabelli value to that of its competitors to determine the firm's financial worth. The Gabelli Equity is rated # 2 fund in three year return among similar funds. It is one of the top funds in annual yield among similar funds fabricating about 0.03 of Annual Yield per Three Year Return. The ratio of Three Year Return to Annual Yield for The Gabelli Equity is roughly 37.29 . 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 The Gabelli's earnings, one of the primary drivers of an investment's value.The Annual Yield vs. Three Year Return
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
The Gabelli |
| = | 5.66 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
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.
The Gabelli |
| = | 0.15 % |
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.
The Annual Yield Comparison
Gabelli Equity is currently under evaluation in annual yield among similar funds.
The Gabelli Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in The Gabelli, profitability is also one of the essential criteria for including it into their portfolios because, without profit, The Gabelli will eventually generate negative long term returns. The profitability progress is the general direction of The Gabelli's change in net profit over the period of time. It can combine multiple indicators of The Gabelli, 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 seeks to achieve its investment objective through a combination of capital appreciation and current income by investing, under normal market conditions, at least 80 percent of its net assets in income producing equity securities of both U.S. and non-U.S. companies. Income producing equity securities include, for example, common stock, preferred stock, and convertible securities.
The Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on The Gabelli. 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 The Gabelli 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 The Gabelli's important profitability drivers and their relationship over time.
Use The Gabelli 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 The Gabelli 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 The Gabelli will appreciate offsetting losses from the drop in the long position's value.The Gabelli Pair Trading
The Gabelli Equity Pair Trading Analysis
The ability to find closely correlated positions to The Gabelli could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace The Gabelli 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 The Gabelli - 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 The Gabelli Equity to buy it.
The correlation of The Gabelli 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 The Gabelli moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Gabelli Equity 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 The Gabelli 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 The Gabelli position
In addition to having The Gabelli 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 Macroaxis Picks Thematic Idea Now
Macroaxis Picks
Daily selected watch list of stocks of large companies handpicked by Macroaxis Team based on their diversification potential. The Macroaxis Picks theme has 49 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 Macroaxis Picks Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in The Mutual Fund
To fully project The Gabelli's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Gabelli Equity 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 The Gabelli's income statement, its balance sheet, and the statement of cash flows.
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments |