Qs Small Year To Date Return vs. Five Year Return
| LMSIX Fund | USD 13.92 0.23 1.63% |
For Qs Small profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Qs Small to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Qs Small Capitalization utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Qs Small's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Qs Small Capitalization over time as well as its relative position and ranking within its peers.
LMSIX |
Qs Small Capitalization Five Year Return vs. Year To Date Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Qs Small's current stock value. Our valuation model uses many indicators to compare Qs Small value to that of its competitors to determine the firm's financial worth. Qs Small Capitalization is number one fund in year to date return among similar funds. It also is number one fund in five year return among similar funds reporting about 0.95 of Five Year Return per Year To Date Return. The ratio of Year To Date Return to Five Year Return for Qs Small Capitalization is roughly 1.06 . 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 Qs Small's earnings, one of the primary drivers of an investment's value.LMSIX Five Year Return vs. Year To Date Return
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.
Qs Small |
| = | 10.59 % |
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.
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.
Qs Small |
| = | 10.03 % |
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.
LMSIX Five Year Return Comparison
Qs Small is currently under evaluation in five year return among similar funds.
Qs Small Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Qs Small, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Qs Small will eventually generate negative long term returns. The profitability progress is the general direction of Qs Small's change in net profit over the period of time. It can combine multiple indicators of Qs 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.
The fund normally invests at least 80 percent of net assets, plus any borrowings for investment purposes, in equity securities of companies with small market capitalizations domiciled, or having their principal activities, in the United States, at the time of investment or other investments with similar economic characteristics. It may also invest in securities of foreign companies in the form of American Depositary Receipts .
LMSIX Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Qs 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 Qs 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 Qs Small's important profitability drivers and their relationship over time.
Use Qs 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 Qs 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 Qs Small will appreciate offsetting losses from the drop in the long position's value.Qs Small Pair Trading
Qs Small Capitalization Pair Trading Analysis
The ability to find closely correlated positions to Qs 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 Qs 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 Qs 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 Qs Small Capitalization to buy it.
The correlation of Qs 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 Qs Small moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Qs Small Capitalization 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 Qs 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 Qs Small position
In addition to having Qs 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 Wholesale Thematic Idea Now
Wholesale
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Wholesale theme has 61 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 Wholesale Theme or any other thematic opportunities.
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Other Information on Investing in LMSIX Mutual Fund
To fully project Qs Small's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Qs Small Capitalization 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 Qs Small's income statement, its balance sheet, and the statement of cash flows.
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