Johcm Global Price To Book vs. Year To Date Return
| JOGEX Fund | USD 15.15 0.02 0.13% |
For Johcm Global profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Johcm Global to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Johcm Global Equity utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Johcm Global's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Johcm Global Equity over time as well as its relative position and ranking within its peers.
Johcm |
Johcm Global Equity Year To Date Return vs. Price To Book Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Johcm Global's current stock value. Our valuation model uses many indicators to compare Johcm Global value to that of its competitors to determine the firm's financial worth. Johcm Global Equity is rated fifth overall fund in price to book among similar funds. It is currently considered the top fund in year to date return among similar funds creating about 9.68 of Year To Date Return per Price To Book. 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 Johcm Global's earnings, one of the primary drivers of an investment's value.Johcm Year To Date Return vs. Price To Book
Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
Johcm Global |
| = | 2.13 X |
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
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.
Johcm Global |
| = | 20.61 % |
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.
Johcm Year To Date Return Comparison
Johcm Global is currently under evaluation in year to date return among similar funds.
Johcm Global Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Johcm Global, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Johcm Global will eventually generate negative long term returns. The profitability progress is the general direction of Johcm Global's change in net profit over the period of time. It can combine multiple indicators of Johcm Global, 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 invest primarily in common stocks and other equity securities of U.S. and non-U.S. companies, including in preferred stock, rights, and warrants. The fund normally invests at least 40 percent of its assets in companies located in countries other than the U.S., provided that the fund reserves the flexibility to invest as little as 30 percent of its assets in companies located outside the U.S. when market conditions are unfavorable.
Johcm Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Johcm Global. 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 Johcm Global 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 Johcm Global's important profitability drivers and their relationship over time.
Use Johcm Global 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 Johcm Global 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 Johcm Global will appreciate offsetting losses from the drop in the long position's value.Johcm Global Pair Trading
Johcm Global Equity Pair Trading Analysis
The ability to find closely correlated positions to Johcm Global could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Johcm Global 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 Johcm Global - 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 Johcm Global Equity to buy it.
The correlation of Johcm Global 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 Johcm Global moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Johcm Global Equity 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 Johcm Global 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 Johcm Global position
In addition to having Johcm Global 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 Consumer Funds Thematic Idea Now
Consumer Funds
Funds or Etfs that invest in consumer products such as packaged goods, clothing, food, beverages and retail services. The Consumer Funds theme has 40 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 Consumer Funds Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Johcm Mutual Fund
To fully project Johcm Global's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Johcm Global Equity 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 Johcm Global's income statement, its balance sheet, and the statement of cash flows.
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Bonds Directory Find actively traded corporate debentures issued by US companies | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon |