Eagle Growth Ten Year Return vs. Three Year Return
| HIGCX Fund | USD 22.76 0.23 1.02% |
For Eagle Growth profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Eagle Growth to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Eagle Growth Income utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Eagle Growth's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Eagle Growth Income over time as well as its relative position and ranking within its peers.
Eagle |
Eagle Growth Income Three Year Return vs. Ten Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Eagle Growth's current stock value. Our valuation model uses many indicators to compare Eagle Growth value to that of its competitors to determine the firm's financial worth. Eagle Growth Income is one of the top funds in ten year return among similar funds. It also is one of the top funds in three year return among similar funds reporting about 0.57 of Three Year Return per Ten Year Return. The ratio of Ten Year Return to Three Year Return for Eagle Growth Income is roughly 1.74 . 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 Eagle Growth's earnings, one of the primary drivers of an investment's value.Eagle Three Year Return vs. Ten Year Return
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Eagle Growth |
| = | 9.50 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
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.
Eagle Growth |
| = | 5.45 % |
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.
Eagle Three Year Return Comparison
Eagle Growth is currently under evaluation in three year return among similar funds.
Eagle Growth Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Eagle Growth, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Eagle Growth will eventually generate negative long term returns. The profitability progress is the general direction of Eagle Growth's change in net profit over the period of time. It can combine multiple indicators of Eagle Growth, 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 primarily in domestic equity securities that the portfolio managers believe are high-quality, financially strong companies that pay above-market dividends, have cash resources and a history of raising dividends. It generally invests in mid- and large-capitalization companies that are diversified across different industries and sectors.
Eagle Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Eagle Growth. 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 Eagle Growth 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 Eagle Growth's important profitability drivers and their relationship over time.
Use Eagle Growth 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 Eagle Growth 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 Eagle Growth will appreciate offsetting losses from the drop in the long position's value.Eagle Growth Pair Trading
Eagle Growth Income Pair Trading Analysis
The ability to find closely correlated positions to Eagle Growth could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Eagle Growth 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 Eagle Growth - 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 Eagle Growth Income to buy it.
The correlation of Eagle Growth 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 Eagle Growth moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Eagle Growth Income 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 Eagle Growth 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 Eagle Growth position
In addition to having Eagle Growth 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 Construction Thematic Idea Now
Construction
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Construction 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 Construction Theme or any other thematic opportunities.
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Other Information on Investing in Eagle Mutual Fund
To fully project Eagle Growth's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Eagle Growth Income 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 Eagle Growth's income statement, its balance sheet, and the statement of cash flows.
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