Matthews Korea One Year Return vs. Five Year Return
| MAKOXDelisted Fund | USD 4.28 0.00 0.00% |
For Matthews Korea profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Matthews Korea to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Matthews Korea Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Matthews Korea's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Matthews Korea Fund over time as well as its relative position and ranking within its peers.
Matthews |
Matthews Korea Five Year Return vs. One Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Matthews Korea's current stock value. Our valuation model uses many indicators to compare Matthews Korea value to that of its competitors to determine the firm's financial worth. Matthews Korea Fund is number one fund in one year return among similar funds. It also is number one fund in five year return among similar funds . 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 Matthews Korea's earnings, one of the primary drivers of an investment's value.Matthews Five Year Return vs. One Year Return
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.
Matthews Korea |
| = | (0.40) % |
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.
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.
Matthews Korea |
| = | (1.17) % |
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.
Matthews Five Year Return Comparison
Matthews Korea is currently under evaluation in five year return among similar funds.
Matthews Korea Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Matthews Korea, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Matthews Korea will eventually generate negative long term returns. The profitability progress is the general direction of Matthews Korea's change in net profit over the period of time. It can combine multiple indicators of Matthews Korea, 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.
Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80 percent of its net assets, which include borrowings for investment purposes, in the common and preferred stocks of companies located in South Korea. Matthews Korea is traded on NASDAQ Exchange in the United States.
Matthews Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Matthews Korea. 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 Matthews Korea 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 Matthews Korea's important profitability drivers and their relationship over time.
Use Matthews Korea 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 Matthews Korea 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 Matthews Korea will appreciate offsetting losses from the drop in the long position's value.Matthews Korea Pair Trading
Matthews Korea Fund Pair Trading Analysis
The ability to find closely correlated positions to Matthews Korea could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Matthews Korea 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 Matthews Korea - 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 Matthews Korea Fund to buy it.
The correlation of Matthews Korea 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 Matthews Korea moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Matthews Korea 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 Matthews Korea 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 Matthews Korea position
In addition to having Matthews Korea 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 Tech Growth Thematic Idea Now
Tech Growth
Instruments that are typically traded at high earnings multiples compared to their competitors and other sectors and have been known to drive market cycles frequently. The Tech Growth theme has 66 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 Tech Growth Theme or any other thematic opportunities.
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Check out Correlation 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 persons. You can also try the Portfolio Anywhere module to track or share privately all of your investments from the convenience of any device.
Other Consideration for investing in Matthews Mutual Fund
If you are still planning to invest in Matthews Korea check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Matthews Korea's history and understand the potential risks before investing.
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