Matthews China Equity Positions Weight vs. One Year Return
| MCDFX Fund | USD 11.76 0.03 0.25% |
For Matthews China profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Matthews China to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Matthews China Dividend utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Matthews China's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Matthews China Dividend over time as well as its relative position and ranking within its peers.
Matthews |
Matthews China Dividend One Year Return vs. Equity Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Matthews China's current stock value. Our valuation model uses many indicators to compare Matthews China value to that of its competitors to determine the firm's financial worth. Matthews China Dividend is number one fund in equity positions weight among similar funds. It also is number one fund in one year return among similar funds reporting about 0.07 of One Year Return per Equity Positions Weight. The ratio of Equity Positions Weight to One Year Return for Matthews China Dividend is roughly 14.25 . 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 China's earnings, one of the primary drivers of an investment's value.Matthews One Year Return vs. Equity Positions Weight
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Matthews China |
| = | 95.75 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
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 China |
| = | 6.72 % |
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.
Matthews One Year Return Comparison
Matthews China is currently under evaluation in one year return among similar funds.
Matthews China Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Matthews China, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Matthews China will eventually generate negative long term returns. The profitability progress is the general direction of Matthews China's change in net profit over the period of time. It can combine multiple indicators of Matthews China, 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 dividend-paying equity securities of companies located in China. It may also invest in convertible debt and equity securities of any maturity and quality, including those that are unrated, or would be below investment grade if rated, of companies located in China. China also includes its administrative and other districts, such as Hong Kong.
Matthews Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Matthews China. 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 China 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 China's important profitability drivers and their relationship over time.
Use Matthews China 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 China 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 China will appreciate offsetting losses from the drop in the long position's value.Matthews China Pair Trading
Matthews China Dividend Pair Trading Analysis
The ability to find closely correlated positions to Matthews China 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 China 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 China - 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 China Dividend to buy it.
The correlation of Matthews China 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 China moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Matthews China Dividend 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 China 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 China position
In addition to having Matthews China 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 Cigarettes Thematic Idea Now
Cigarettes
Tobacco makers and distributors across globe. The Cigarettes theme has 43 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 Cigarettes Theme or any other thematic opportunities.
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Other Information on Investing in Matthews Mutual Fund
To fully project Matthews China's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Matthews China Dividend 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 Matthews China's income statement, its balance sheet, and the statement of cash flows.
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| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments |