Gabelli Utilities One Year Return vs. Cash Position Weight
| GAUIX Fund | USD 6.07 0.02 0.33% |
For Gabelli Utilities profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Gabelli Utilities to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well The Gabelli Utilities utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Gabelli Utilities's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of The Gabelli Utilities over time as well as its relative position and ranking within its peers.
Gabelli |
Gabelli Utilities Cash Position Weight vs. One Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Gabelli Utilities's current stock value. Our valuation model uses many indicators to compare Gabelli Utilities value to that of its competitors to determine the firm's financial worth. The Gabelli Utilities is one of the top funds in one year return among similar funds. It also is one of the top funds in cash position weight among similar funds creating about 0.04 of Cash Position Weight per One Year Return. The ratio of One Year Return to Cash Position Weight for The Gabelli Utilities is roughly 24.31 . 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 Gabelli Utilities' earnings, one of the primary drivers of an investment's value.Gabelli Cash Position Weight 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.
Gabelli Utilities |
| = | 20.42 % |
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.
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Gabelli Utilities |
| = | 0.84 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Gabelli Cash Position Weight Comparison
Gabelli Utilities is currently under evaluation in cash position weight among similar funds.
Gabelli Utilities Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Gabelli Utilities, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Gabelli Utilities will eventually generate negative long term returns. The profitability progress is the general direction of Gabelli Utilities' change in net profit over the period of time. It can combine multiple indicators of Gabelli Utilities, 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 its net assets in securities of domestic or foreign companies that are involved to a substantial extent in providing products, services or equipment for the generation or distribution of electricity, gas, and water and the provision of infrastructure operations or telecommunications services. It may invest up to 40 percent of its total assets in securities of non-U.S. issuers, including in emerging markets.
Gabelli Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Gabelli Utilities. 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 Gabelli Utilities 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 Gabelli Utilities' important profitability drivers and their relationship over time.
Use Gabelli Utilities 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 Gabelli Utilities 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 Gabelli Utilities will appreciate offsetting losses from the drop in the long position's value.Gabelli Utilities Pair Trading
The Gabelli Utilities Pair Trading Analysis
The ability to find closely correlated positions to Gabelli Utilities could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Gabelli Utilities 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 Gabelli Utilities - 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 Utilities to buy it.
The correlation of Gabelli Utilities 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 Gabelli Utilities moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Gabelli Utilities 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 Gabelli Utilities 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 Gabelli Utilities position
In addition to having Gabelli Utilities 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 Insurance Thematic Idea Now
Insurance
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Insurance 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 Insurance Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Gabelli Mutual Fund
To fully project Gabelli Utilities' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Gabelli Utilities 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 Gabelli Utilities' income statement, its balance sheet, and the statement of cash flows.
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| ETFs Find actively traded Exchange Traded Funds (ETF) from around the world | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Cryptocurrency Center Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency |