Johcm Global Annual Yield vs. One Year Return
| JOGIX Fund | USD 12.15 3.18 20.74% |
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 One Year Return vs. Annual Yield 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 currently considered the top fund in annual yield among similar funds. It also is currently considered the top fund in one year return among similar funds reporting about 2,256 of One Year Return per Annual Yield. 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 One Year Return vs. Annual Yield
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.
Johcm Global |
| = | 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.
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Johcm Global |
| = | 32.49 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Johcm One Year Return Comparison
Johcm Global is currently under evaluation in one year 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?
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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.
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