Perkins Mid Ten Year Return vs. Annual Yield
Based on the measurements of profitability obtained from Perkins Mid's financial statements, Perkins Mid Cap may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Perkins Mid's ability to earn profits and add value for shareholders.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in nation.
Please note, there is a significant difference between Perkins Mid's value and its price as these two are different measures arrived at by different means. Investors typically determine if Perkins Mid is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Perkins Mid'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.
For Perkins Mid profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Perkins Mid to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Perkins Mid Cap utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Perkins Mid's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Perkins Mid Cap over time as well as its relative position and ranking within its peers.
Perkins |
Perkins Mid Cap Annual Yield vs. Ten Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Perkins Mid's current stock value. Our valuation model uses many indicators to compare Perkins Mid value to that of its competitors to determine the firm's financial worth. Perkins Mid Cap is currently considered the top fund in ten year return among similar funds. It also is currently considered the top fund in annual yield among similar funds . The ratio of Ten Year Return to Annual Yield for Perkins Mid Cap is about 1,019 . 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 Perkins Mid's earnings, one of the primary drivers of an investment's value.Perkins Annual Yield vs. Ten Year Return
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Perkins Mid |
| = | 7.13 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
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.
Perkins Mid |
| = | 0.01 % |
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.
Perkins Annual Yield Comparison
Perkins Mid is currently under evaluation in annual yield among similar funds.
Perkins Mid Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Perkins Mid, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Perkins Mid will eventually generate negative long term returns. The profitability progress is the general direction of Perkins Mid's change in net profit over the period of time. It can combine multiple indicators of Perkins Mid, 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 primarily invests in the common stocks of mid-sized companies whose stock prices are believed to be undervalued by the funds portfolio managers. Janus Henderson is traded on NASDAQ Exchange in the United States.
Perkins Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Perkins Mid. 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 Perkins Mid 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 Perkins Mid's important profitability drivers and their relationship over time.
Use Perkins Mid 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 Perkins Mid 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 Perkins Mid will appreciate offsetting losses from the drop in the long position's value.Perkins Mid Pair Trading
Perkins Mid Cap Pair Trading Analysis
The ability to find closely correlated positions to Microsoft could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Microsoft 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 Microsoft - 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 Microsoft to buy it.
The correlation of Microsoft 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 Microsoft moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Microsoft 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 Microsoft 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 Perkins Mid position
In addition to having Perkins Mid 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 Long Short Funds Thematic Idea Now
Long Short Funds
Funds or Etfs that are designed to hedge away market risk by investing in combination of bonds, stocks, derivative instruments as well as short positions to maximize returns irrespective of market conditions. The Long Short Funds theme has 42 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 Long Short Funds Theme or any other thematic opportunities.
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Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in nation. You can also try the Sectors module to list of equity sectors categorizing publicly traded companies based on their primary business activities.
Other Tools for Perkins Mutual Fund
When running Perkins Mid's price analysis, check to measure Perkins Mid's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Perkins Mid is operating at the current time. Most of Perkins Mid's value examination focuses on studying past and present price action to predict the probability of Perkins Mid's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Perkins Mid's price. Additionally, you may evaluate how the addition of Perkins Mid to your portfolios can decrease your overall portfolio volatility.
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