Matrix Advisors Year To Date Return vs. Price To Book
| MAVFX Fund | USD 108.22 0.05 0.05% |
For Matrix Advisors profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Matrix Advisors to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Matrix Advisors Value utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Matrix Advisors's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Matrix Advisors Value over time as well as its relative position and ranking within its peers.
Matrix |
Matrix Advisors Value Price To Book vs. Year To Date Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Matrix Advisors's current stock value. Our valuation model uses many indicators to compare Matrix Advisors value to that of its competitors to determine the firm's financial worth. Matrix Advisors Value is number one fund in year to date return among similar funds. It also is number one fund in price to book among similar funds fabricating about 0.08 of Price To Book per Year To Date Return. The ratio of Year To Date Return to Price To Book for Matrix Advisors Value is roughly 13.15 . 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 Matrix Advisors' earnings, one of the primary drivers of an investment's value.Matrix Price To Book 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.
Matrix Advisors |
| = | 26.95 % |
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.
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.
Matrix Advisors |
| = | 2.05 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.
Matrix Price To Book Comparison
Matrix Advisors is currently under evaluation in price to book among similar funds.
Matrix Advisors Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Matrix Advisors, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Matrix Advisors will eventually generate negative long term returns. The profitability progress is the general direction of Matrix Advisors' change in net profit over the period of time. It can combine multiple indicators of Matrix Advisors, 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 invests primarily in both dividend and non-dividend paying common stocks of U.S. companies that the advisor believes are financially strong and meet specific valuation criteria using the principles of value investing based on Classic Valuation Analysis. It invests primarily in large capitalization companies, which the advisor defines as companies with minimum market capitalizations of 2 billion at the time of purchase.
Matrix Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Matrix Advisors. 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 Matrix Advisors 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 Matrix Advisors' important profitability drivers and their relationship over time.
Use Matrix Advisors 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 Matrix Advisors 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 Matrix Advisors will appreciate offsetting losses from the drop in the long position's value.Matrix Advisors Pair Trading
Matrix Advisors Value Pair Trading Analysis
The ability to find closely correlated positions to Matrix Advisors could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Matrix Advisors 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 Matrix Advisors - 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 Matrix Advisors Value to buy it.
The correlation of Matrix Advisors 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 Matrix Advisors moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Matrix Advisors Value 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 Matrix Advisors 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 Matrix Advisors position
In addition to having Matrix Advisors 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 Electrical Equipment Thematic Idea Now
Electrical Equipment
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Electrical Equipment 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 Electrical Equipment Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Matrix Mutual Fund
To fully project Matrix Advisors' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Matrix Advisors Value 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 Matrix Advisors' income statement, its balance sheet, and the statement of cash flows.
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio |