Gmo Benchmark-free Five Year Return vs. Year To Date Return
| GBMBX Fund | USD 26.63 0.14 0.52% |
For Gmo Benchmark-free profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Gmo Benchmark-free to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Gmo Benchmark Free Allocation utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Gmo Benchmark-free's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Gmo Benchmark Free Allocation over time as well as its relative position and ranking within its peers.
Gmo |
Gmo Benchmark Free Year To Date Return vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Gmo Benchmark-free's current stock value. Our valuation model uses many indicators to compare Gmo Benchmark-free value to that of its competitors to determine the firm's financial worth. Gmo Benchmark Free Allocation is one of the top funds in five year return among similar funds. It also is one of the top funds in year to date return among similar funds creating about 0.85 of Year To Date Return per Five Year Return. The ratio of Five Year Return to Year To Date Return for Gmo Benchmark Free Allocation is roughly 1.17 . 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 Gmo Benchmark-free's earnings, one of the primary drivers of an investment's value.Gmo Year To Date Return 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.
Gmo Benchmark-free |
| = | 3.41 % |
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.
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Gmo Benchmark-free |
| = | 2.91 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Gmo Year To Date Return Comparison
Gmo Benchmark is currently under evaluation in year to date return among similar funds.
Gmo Benchmark-free Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Gmo Benchmark-free, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Gmo Benchmark-free will eventually generate negative long term returns. The profitability progress is the general direction of Gmo Benchmark-free's change in net profit over the period of time. It can combine multiple indicators of Gmo Benchmark-free, 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 is structured as a fund of funds and gains its investment exposures primarily by investing in Implementation fund. In addition, the fund may invest in any other GMO fund, whether now existing or created in the future. These underlying GMO Funds may include, among others, Opportunistic Income fund, Emerging Country Debt fund, High Yield fund, and the Alternative funds. The fund is permitted to invest in any asset class, strategy, sector, country, or region, and at times may have substantial exposure to a single asset class, sector, country, region, or currency or companies with similar market capitalizations.
Gmo Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Gmo Benchmark-free. 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 Gmo Benchmark-free 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 Gmo Benchmark-free's important profitability drivers and their relationship over time.
Use Gmo Benchmark-free 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 Gmo Benchmark-free 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 Gmo Benchmark-free will appreciate offsetting losses from the drop in the long position's value.Gmo Benchmark-free Pair Trading
Gmo Benchmark Free Allocation Pair Trading Analysis
The ability to find closely correlated positions to Gmo Benchmark-free could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Gmo Benchmark-free 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 Gmo Benchmark-free - 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 Gmo Benchmark Free Allocation to buy it.
The correlation of Gmo Benchmark-free 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 Gmo Benchmark-free moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Gmo Benchmark Free 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 Gmo Benchmark-free 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 Gmo Benchmark-free position
In addition to having Gmo Benchmark-free 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 Transportation Thematic Idea Now
Transportation
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Transportation 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 Transportation Theme or any other thematic opportunities.
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Other Information on Investing in Gmo Mutual Fund
To fully project Gmo Benchmark-free's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Gmo Benchmark Free 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 Gmo Benchmark-free's income statement, its balance sheet, and the statement of cash flows.
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