Transamerica Small Price To Earning vs. Five Year Return
| ISCGX Fund | USD 7.39 0.02 0.27% |
For Transamerica Small profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Transamerica Small to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Transamerica Small Cap utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Transamerica Small's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Transamerica Small Cap over time as well as its relative position and ranking within its peers.
Transamerica |
Transamerica Small Cap Five Year Return vs. Price To Earning Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Transamerica Small's current stock value. Our valuation model uses many indicators to compare Transamerica Small value to that of its competitors to determine the firm's financial worth. Transamerica Small Cap is currently considered the top fund in price to earning among similar funds. It also is currently considered the top fund in five year return among similar funds reporting about 0.32 of Five Year Return per Price To Earning. The ratio of Price To Earning to Five Year Return for Transamerica Small Cap is roughly 3.12 . 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 Transamerica Small's earnings, one of the primary drivers of an investment's value.Transamerica Five 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.
Transamerica Small |
| = | 27.02 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.
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.
Transamerica Small |
| = | 8.66 % |
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.
Transamerica Five Year Return Comparison
Transamerica Small is currently under evaluation in five year return among similar funds.
Transamerica Small Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Transamerica Small, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Transamerica Small will eventually generate negative long term returns. The profitability progress is the general direction of Transamerica Small's change in net profit over the period of time. It can combine multiple indicators of Transamerica Small, 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 circumstances, the fund invests at least 80 percent of its net assets in stocks of small capitalization companies. The funds sub-adviser primarily focuses on seeking to identify high quality, high-growth small capitalization companies. It may invest in foreign securities through American Depositary Receipts , and generally will not invest more than 10 percent of fund assets in foreign securities.
Transamerica Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Transamerica Small. 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 Transamerica Small 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 Transamerica Small's important profitability drivers and their relationship over time.
Use Transamerica Small 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 Transamerica Small 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 Transamerica Small will appreciate offsetting losses from the drop in the long position's value.Transamerica Small Pair Trading
Transamerica Small Cap Pair Trading Analysis
The ability to find closely correlated positions to Transamerica Small could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Transamerica Small 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 Transamerica Small - 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 Transamerica Small Cap to buy it.
The correlation of Transamerica Small 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 Transamerica Small moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Transamerica Small Cap 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 Transamerica Small 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 Transamerica Small position
In addition to having Transamerica Small 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 Marketing Thematic Idea Now
Marketing
Companies providing marketing and public relation (PR) services as well as news and media distribution. The Marketing 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 Marketing Theme or any other thematic opportunities.
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Other Information on Investing in Transamerica Mutual Fund
To fully project Transamerica Small's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Transamerica Small Cap 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 Transamerica Small's income statement, its balance sheet, and the statement of cash flows.
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