Holbrook Income Annual Yield vs. Year To Date Return

HOBIX Fund  USD 9.80  0.01  0.10%   
Based on the measurements of profitability obtained from Holbrook Income's financial statements, Holbrook Income Fund may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in December. Profitability indicators assess Holbrook Income's ability to earn profits and add value for shareholders.
For Holbrook Income profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Holbrook Income to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Holbrook Income Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Holbrook Income's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Holbrook Income Fund over time as well as its relative position and ranking within its peers.
  
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Please note, there is a significant difference between Holbrook Income's value and its price as these two are different measures arrived at by different means. Investors typically determine if Holbrook Income is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Holbrook Income's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Holbrook Income Year To Date Return vs. Annual Yield Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Holbrook Income's current stock value. Our valuation model uses many indicators to compare Holbrook Income value to that of its competitors to determine the firm's financial worth.
Holbrook Income Fund is rated # 2 fund in annual yield among similar funds. It also is rated # 2 fund in year to date return among similar funds creating about  5,849  of Year To Date Return per Annual Yield. 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 Holbrook Income's earnings, one of the primary drivers of an investment's value.

Holbrook Year To Date Return vs. Annual Yield

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.

Holbrook Income

Yield

 = 

Income from Security

Current Share Price

 = 
0 %
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.
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.

Holbrook Income

YTD Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
7.60 %
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.

Holbrook Income Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Holbrook Income, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Holbrook Income will eventually generate negative long term returns. The profitability progress is the general direction of Holbrook Income's change in net profit over the period of time. It can combine multiple indicators of Holbrook Income, 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 normally invests at least 80 percent of its net assets, including any borrowings for investment purposes, in a diversified portfolio of fixed income instruments. It will allocate up to 100 percent of its portfolio in fixed income securities through direct investments or through the purchase of closed end investment companies, exchange-traded and open-end investment companies funds that invest primarily in income producing securities.

Holbrook Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Holbrook Income. 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 Holbrook Income 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 Holbrook Income's important profitability drivers and their relationship over time.

Use Holbrook Income 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 Holbrook Income 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 Holbrook Income will appreciate offsetting losses from the drop in the long position's value.

Holbrook Income Pair Trading

Holbrook Income Fund Pair Trading Analysis

The ability to find closely correlated positions to Holbrook Income could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Holbrook Income 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 Holbrook Income - 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 Holbrook Income Fund to buy it.
The correlation of Holbrook Income 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 Holbrook Income moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Holbrook 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 Holbrook Income 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.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Holbrook Income position

In addition to having Holbrook Income 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 Consumption Thematic Idea Now

Consumption
Consumption Theme
Companies that deliver final goods such as cars or clothing for consumption by consumers. The Consumption theme has 19 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 Consumption Theme or any other thematic opportunities.
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Other Information on Investing in Holbrook Mutual Fund

To fully project Holbrook Income's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Holbrook 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 Holbrook Income's income statement, its balance sheet, and the statement of cash flows.
Potential Holbrook Income investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Holbrook Income investors may work on each financial statement separately, they are all related. The changes in Holbrook Income's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Holbrook Income's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
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