Thornburg Limited Bond Positions Weight vs. Five Year Return

LTMIX Fund  USD 13.57  0.03  0.22%   
Based on the measurements of profitability obtained from Thornburg Limited's financial statements, Thornburg Limited Term 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 Thornburg Limited's ability to earn profits and add value for shareholders.
For Thornburg Limited profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Thornburg Limited to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Thornburg Limited Term utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Thornburg Limited's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Thornburg Limited Term over time as well as its relative position and ranking within its peers.
  
Check out Correlation Analysis.
Please note, there is a significant difference between Thornburg Limited's value and its price as these two are different measures arrived at by different means. Investors typically determine if Thornburg Limited is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Thornburg Limited'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.

Thornburg Limited Term Five Year Return vs. Bond Positions Weight Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Thornburg Limited's current stock value. Our valuation model uses many indicators to compare Thornburg Limited value to that of its competitors to determine the firm's financial worth.
Thornburg Limited Term is number one fund in bond positions weight among similar funds. It also is number one fund in five year return among similar funds reporting about  4.39  of Five Year Return per Bond Positions Weight. 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 Thornburg Limited's earnings, one of the primary drivers of an investment's value.

Thornburg Five Year Return vs. Bond Positions Weight

Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.

Thornburg Limited

Bond Percentage

 = 

% of Bonds

in the fund

 = 
0.24 %
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
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.

Thornburg Limited

Five Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
1.05 %
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.

Thornburg Five Year Return Comparison

Thornburg Limited is currently under evaluation in five year return among similar funds.

Thornburg Limited Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Thornburg Limited, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Thornburg Limited will eventually generate negative long term returns. The profitability progress is the general direction of Thornburg Limited's change in net profit over the period of time. It can combine multiple indicators of Thornburg Limited, 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 investment seeks to obtain as high a level of current income exempt from federal individual income tax as is consistent, in the view of the funds investment advisor, with preservation of capital to reduce expected changes in its share price compared to longer intermediate and long-term bond portfolios is the secondary objective. Thornburg Limited is traded on NASDAQ Exchange in the United States.

Thornburg Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Thornburg Limited. 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 Thornburg Limited 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 Thornburg Limited's important profitability drivers and their relationship over time.

Use Thornburg Limited 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 Thornburg Limited 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 Thornburg Limited will appreciate offsetting losses from the drop in the long position's value.

Thornburg Limited Pair Trading

Thornburg Limited Term Pair Trading Analysis

The ability to find closely correlated positions to Thornburg Limited could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Thornburg Limited 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 Thornburg Limited - 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 Thornburg Limited Term to buy it.
The correlation of Thornburg Limited 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 Thornburg Limited moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Thornburg Limited Term 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 Thornburg Limited 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.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Thornburg Limited position

In addition to having Thornburg Limited 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.

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Other Information on Investing in Thornburg Mutual Fund

To fully project Thornburg Limited's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Thornburg Limited Term 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 Thornburg Limited's income statement, its balance sheet, and the statement of cash flows.
Potential Thornburg Limited investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Thornburg Limited investors may work on each financial statement separately, they are all related. The changes in Thornburg Limited's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Thornburg Limited's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
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