Blackrock Bal Five Year Return vs. Price To Book
| MDCPX Fund | USD 27.26 0.09 0.33% |
For Blackrock Bal profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Blackrock Bal to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Blackrock Bal Cap utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Blackrock Bal's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Blackrock Bal Cap over time as well as its relative position and ranking within its peers.
Blackrock |
Blackrock Bal Cap Price To Book vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Blackrock Bal's current stock value. Our valuation model uses many indicators to compare Blackrock Bal value to that of its competitors to determine the firm's financial worth. Blackrock Bal Cap is number one fund in five year return among similar funds. It also is number one fund in price to book among similar funds fabricating about 0.25 of Price To Book per Five Year Return. The ratio of Five Year Return to Price To Book for Blackrock Bal Cap is roughly 4.00 . 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 Blackrock Bal's earnings, one of the primary drivers of an investment's value.Blackrock Price To Book vs. Five Year Return
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.
Blackrock Bal |
| = | 8.77 % |
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.
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.
Blackrock Bal |
| = | 2.19 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.
Blackrock Price To Book Comparison
Blackrock Bal is currently under evaluation in price to book among similar funds.
Blackrock Bal Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Blackrock Bal, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Blackrock Bal will eventually generate negative long term returns. The profitability progress is the general direction of Blackrock Bal's change in net profit over the period of time. It can combine multiple indicators of Blackrock Bal, 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 in a combination of equity securities, fixed-income securities and derivatives. The proportion the fund invests in each category at any given time depends on fund managements view of how attractive that category appears relative to the others. The advisor intends to invest at least 25 percent of its assets in equity securities and at least 25 percent of its assets in senior fixed-income securities, such as U.S. government debt securities, corporate debt securities, and mortgage-backed and asset-backed securities.
Blackrock Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Blackrock Bal. 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 Blackrock Bal 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 Blackrock Bal's important profitability drivers and their relationship over time.
Use Blackrock Bal 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 Blackrock Bal 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 Blackrock Bal will appreciate offsetting losses from the drop in the long position's value.Blackrock Bal Pair Trading
Blackrock Bal Cap Pair Trading Analysis
The ability to find closely correlated positions to Blackrock Bal could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Blackrock Bal 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 Blackrock Bal - 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 Blackrock Bal Cap to buy it.
The correlation of Blackrock Bal 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 Blackrock Bal moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Blackrock Bal Cap 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 Blackrock Bal 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 Blackrock Bal position
In addition to having Blackrock Bal 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 Size And Style ETFs Thematic Idea Now
Size And Style ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Size And Style ETFs theme has 1091 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 Size And Style ETFs Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Blackrock Mutual Fund
To fully project Blackrock Bal's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Blackrock Bal Cap 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 Blackrock Bal's income statement, its balance sheet, and the statement of cash flows.
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format |