Hsbc Opportunity Price To Earning vs. One Year Return
| HSOAX Fund | USD 10.48 0.08 0.76% |
For Hsbc Opportunity profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Hsbc Opportunity to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Hsbc Opportunity Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Hsbc Opportunity's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Hsbc Opportunity Fund over time as well as its relative position and ranking within its peers.
Hsbc |
Hsbc Opportunity One Year Return vs. Price To Earning Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Hsbc Opportunity's current stock value. Our valuation model uses many indicators to compare Hsbc Opportunity value to that of its competitors to determine the firm's financial worth. Hsbc Opportunity Fund is rated below average in price to earning among similar funds. It is rated below average in one year return among similar funds reporting about 1.27 of One Year Return per Price To Earning. 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 Hsbc Opportunity's earnings, one of the primary drivers of an investment's value.Hsbc One Year Return vs. Price To Earning
Price to Earnings ratio is typically used for current valuation of a company and is one of the most popular ratios that investors monitor daily. Holding a low PE stock is less risky because when a company's profitability falls, it is likely that earnings will also go down as well. In other words, if you start from a lower position, your downside risk is limited. There are also some investors who believe that low Price to Earnings ratio reflects the low pricing because a given company is in trouble. On the other hand, a higher PE ratio means that investors are paying more for each unit of profit.
Hsbc Opportunity |
| = | 23.08 X |
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
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.
Hsbc Opportunity |
| = | 29.40 % |
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.
Hsbc One Year Return Comparison
Hsbc Opportunity is rated below average in one year return among similar funds.
Hsbc Opportunity Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Hsbc Opportunity, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Hsbc Opportunity will eventually generate negative long term returns. The profitability progress is the general direction of Hsbc Opportunity's change in net profit over the period of time. It can combine multiple indicators of Hsbc Opportunity, 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 all of its assets in the Portfolio, which has the same investment objective as the fund. The fund seeks to achieve its investment objective by investing at least 80 percent of its net assets in U.S. equity securities of small and mid-cap companies that meet the Subadvisers fundamental and ESG criteria. Small- and mid-cap companies generally are defined as those companies with market capitalizations within the range represented in the Bloomberg US Growth Total Return Index.
Hsbc Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Hsbc Opportunity. 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 Hsbc Opportunity 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 Hsbc Opportunity's important profitability drivers and their relationship over time.
Use Hsbc Opportunity 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 Hsbc Opportunity 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 Hsbc Opportunity will appreciate offsetting losses from the drop in the long position's value.Hsbc Opportunity Pair Trading
Hsbc Opportunity Fund Pair Trading Analysis
The ability to find closely correlated positions to Hsbc Opportunity could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Hsbc Opportunity 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 Hsbc Opportunity - 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 Hsbc Opportunity Fund to buy it.
The correlation of Hsbc Opportunity 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 Hsbc Opportunity moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Hsbc Opportunity 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 Hsbc Opportunity 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 Hsbc Opportunity position
In addition to having Hsbc Opportunity 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 Money Funds Thematic Idea Now
Money Funds
Funds or Etfs that invest most if their asset in companies from financial sector such as commercial banks, insurance companies, investment funds, and real estate. The Money Funds theme has 32 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 Money Funds Theme or any other thematic opportunities.
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Other Information on Investing in Hsbc Mutual Fund
To fully project Hsbc Opportunity's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Hsbc Opportunity 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 Hsbc Opportunity's income statement, its balance sheet, and the statement of cash flows.
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