Intrepid Endurance Equity Positions Weight vs. Five Year Return
| ICMAX Fund | USD 16.25 0.00 0.00% |
For Intrepid Endurance profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Intrepid Endurance to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Intrepid Endurance Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Intrepid Endurance's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Intrepid Endurance Fund over time as well as its relative position and ranking within its peers.
Intrepid |
Intrepid Endurance Five Year Return vs. Equity Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Intrepid Endurance's current stock value. Our valuation model uses many indicators to compare Intrepid Endurance value to that of its competitors to determine the firm's financial worth. Intrepid Endurance Fund is rated second overall fund in equity positions weight among similar funds. It also is rated second overall fund in five year return among similar funds reporting about 0.05 of Five Year Return per Equity Positions Weight. The ratio of Equity Positions Weight to Five Year Return for Intrepid Endurance Fund is roughly 19.20 . 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 Intrepid Endurance's earnings, one of the primary drivers of an investment's value.Intrepid Five Year Return vs. Equity Positions Weight
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Intrepid Endurance |
| = | 72.35 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
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.
Intrepid Endurance |
| = | 3.77 % |
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.
Intrepid Five Year Return Comparison
Intrepid Endurance is currently under evaluation in five year return among similar funds.
Intrepid Endurance Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Intrepid Endurance, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Intrepid Endurance will eventually generate negative long term returns. The profitability progress is the general direction of Intrepid Endurance's change in net profit over the period of time. It can combine multiple indicators of Intrepid Endurance, 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.
Under normal conditions, the fund invests at least 80 percent of its net assets, plus borrowings for investment purposes, in a diversified portfolio of equity securities of small capitalization companies. The advisor defines small capitalization companies to include companies having a capitalization that does not exceed the upper limit of the capitalization ranges of the higher of the Morningstar Small Cap Index or the SP SmallCap 600 Index during the most recent 12 months.
Intrepid Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Intrepid Endurance. 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 Intrepid Endurance 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 Intrepid Endurance's important profitability drivers and their relationship over time.
Use Intrepid Endurance 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 Intrepid Endurance 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 Intrepid Endurance will appreciate offsetting losses from the drop in the long position's value.Intrepid Endurance Pair Trading
Intrepid Endurance Fund Pair Trading Analysis
The ability to find closely correlated positions to Intrepid Endurance could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Intrepid Endurance 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 Intrepid Endurance - 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 Intrepid Endurance Fund to buy it.
The correlation of Intrepid Endurance 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 Intrepid Endurance moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Intrepid Endurance 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 Intrepid Endurance 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 Intrepid Endurance position
In addition to having Intrepid Endurance 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 Tech Funds Thematic Idea Now
Tech Funds
Funds or Etfs that invest in companies involved in research, development, testing, or distribution of technologically based goods and services. The Tech Funds 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 Tech Funds Theme or any other thematic opportunities.
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Other Information on Investing in Intrepid Mutual Fund
To fully project Intrepid Endurance's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Intrepid Endurance 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 Intrepid Endurance's income statement, its balance sheet, and the statement of cash flows.
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