Stock Index Year To Date Return vs. Price To Earning
| HSTIX Fund | USD 44.11 0.27 0.61% |
For Stock Index profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Stock Index to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Stock Index Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Stock Index's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Stock Index Fund over time as well as its relative position and ranking within its peers.
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Stock Index Fund Price To Earning vs. Year To Date Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Stock Index's current stock value. Our valuation model uses many indicators to compare Stock Index value to that of its competitors to determine the firm's financial worth. Stock Index Fund is one of the top funds in year to date return among similar funds. It also is one of the top funds in price to earning among similar funds reporting about 0.50 of Price To Earning per Year To Date Return. The ratio of Year To Date Return to Price To Earning for Stock Index Fund is roughly 2.01 . 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 Stock Index's earnings, one of the primary drivers of an investment's value.Stock Price To Earning vs. Year To Date Return
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.
Stock Index |
| = | 28.75 % |
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.
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.
Stock Index |
| = | 14.28 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.
Stock Price To Earning Comparison
Stock Index is currently under evaluation in price to earning among similar funds.
Stock Index Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Stock Index, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Stock Index will eventually generate negative long term returns. The profitability progress is the general direction of Stock Index's change in net profit over the period of time. It can combine multiple indicators of Stock Index, 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.
It pursues its investment objective by seeking to replicate the total return performance of the index, which is composed of 500 selected common stocks. The fund is a feeder fund, meaning that it invests all of its investable assets in a master portfolio. It invests its assets in the SP 500 Index Master Portfolio. Under normal circumstances, at least 90 percent of the value of the Master Portfolios assets, plus the amount of any borrowing for investment purposes, is invested in securities comprising the index.
Stock Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Stock Index. 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 Stock Index 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 Stock Index's important profitability drivers and their relationship over time.
Use Stock Index 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 Stock Index 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 Stock Index will appreciate offsetting losses from the drop in the long position's value.Stock Index Pair Trading
Stock Index Fund Pair Trading Analysis
The ability to find closely correlated positions to Stock Index could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Stock Index 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 Stock Index - 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 Stock Index Fund to buy it.
The correlation of Stock Index 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 Stock Index moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Stock Index Fund 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 Stock Index 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 Stock Index position
In addition to having Stock Index 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 Air Thematic Idea Now
Air
Companies specializing in air services and air delivery. The Air theme has 43 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 Air Theme or any other thematic opportunities.
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Other Information on Investing in Stock Mutual Fund
To fully project Stock Index's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Stock Index Fund 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 Stock Index's income statement, its balance sheet, and the statement of cash flows.
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