Gotham Hedged Minimum Initial Investment vs. Five Year Return
| GCHDX Fund | USD 13.68 0.03 0.22% |
For Gotham Hedged profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Gotham Hedged to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Gotham Hedged E utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Gotham Hedged's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Gotham Hedged E over time as well as its relative position and ranking within its peers.
Gotham |
Gotham Hedged E Five Year Return vs. Minimum Initial Investment Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Gotham Hedged's current stock value. Our valuation model uses many indicators to compare Gotham Hedged value to that of its competitors to determine the firm's financial worth. Gotham Hedged E is rated below average in minimum initial investment among similar funds. It is rated # 3 fund in five year return among similar funds . The ratio of Minimum Initial Investment to Five Year Return for Gotham Hedged E is about 2,319 . 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 Gotham Hedged's earnings, one of the primary drivers of an investment's value.Gotham Five Year Return vs. Minimum Initial Investment
Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
Gotham Hedged |
| = | 25 K |
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
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.
Gotham Hedged |
| = | 10.78 % |
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.
Gotham Five Year Return Comparison
Gotham Hedged is rated # 2 fund in five year return among similar funds.
Gotham Hedged Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Gotham Hedged, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Gotham Hedged will eventually generate negative long term returns. The profitability progress is the general direction of Gotham Hedged's change in net profit over the period of time. It can combine multiple indicators of Gotham Hedged, 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 by investing under normal circumstances in long and short positions of equity securities generally selected from the largest 1000 U.S. companies by market capitalization. The Adviser intends to target a net exposure, which is the value of the funds long positions minus its short positions, in the range of approximately 70 100.
Gotham Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Gotham Hedged. 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 Gotham Hedged 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 Gotham Hedged's important profitability drivers and their relationship over time.
Learn to be your own money manager
Our tools can tell you how much better you can do entering a position in Gotham Hedged without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
Run Portfolio Dashboard Now
Portfolio DashboardPortfolio dashboard that provides centralized access to all your investments |
| All Next | Launch Module |
Use Investing Themes to Complement your Gotham Hedged position
In addition to having Gotham Hedged 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 Sector ETFs Thematic Idea Now
Sector ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Sector ETFs theme has 439 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 Sector ETFs Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Gotham Mutual Fund
To fully project Gotham Hedged's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Gotham Hedged E 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 Gotham Hedged's income statement, its balance sheet, and the statement of cash flows.
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| CEOs Directory Screen CEOs from public companies around the world | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk |