Pro Blend Ten Year Return vs. Five Year Return
Based on the measurements of profitability obtained from Pro Blend's financial statements, Pro Blend Moderate 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 Pro Blend's ability to earn profits and add value for shareholders.
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 gross domestic product.
Please note, there is a significant difference between Pro Blend's value and its price as these two are different measures arrived at by different means. Investors typically determine if Pro Blend is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Pro Blend'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.
For Pro Blend profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Pro Blend to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Pro Blend Moderate Term utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Pro Blend's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Pro Blend Moderate Term over time as well as its relative position and ranking within its peers.
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Pro Blend Moderate Five Year Return vs. Ten Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Pro Blend's current stock value. Our valuation model uses many indicators to compare Pro Blend value to that of its competitors to determine the firm's financial worth. Pro Blend Moderate Term is number one fund in ten year return among similar funds. It also is number one fund in five year return among similar funds reporting about 0.88 of Five Year Return per Ten Year Return. The ratio of Ten Year Return to Five Year Return for Pro Blend Moderate Term is roughly 1.14 . 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 Pro Blend's earnings, one of the primary drivers of an investment's value.Pro Five Year Return vs. Ten Year Return
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Pro Blend |
| = | 6.46 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year 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.
Pro Blend |
| = | 5.68 % |
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.
Pro Five Year Return Comparison
Pro Blend is currently under evaluation in five year return among similar funds.
Pro Blend Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Pro Blend, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Pro Blend will eventually generate negative long term returns. The profitability progress is the general direction of Pro Blend's change in net profit over the period of time. It can combine multiple indicators of Pro Blend, 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 common stocks and intermediate to long-term fixed income securities. Manning Napier is traded on NASDAQ Exchange in the United States.
Pro Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Pro Blend. 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 Pro Blend 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 Pro Blend's important profitability drivers and their relationship over time.
Use Pro Blend 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 Pro Blend 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 Pro Blend will appreciate offsetting losses from the drop in the long position's value.Pro Blend Pair Trading
Pro Blend Moderate Term Pair Trading Analysis
The ability to find closely correlated positions to Pro Blend could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Pro Blend 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 Pro Blend - 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 Pro Blend Moderate Term to buy it.
The correlation of Pro Blend 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 Pro Blend moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Pro Blend Moderate 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 Pro Blend 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 Pro Blend position
In addition to having Pro Blend 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 Exotic Funds Thematic Idea Now
Exotic Funds
Funds or Etfs with high minimum investment requirement that manage portfolios of alternative investments such as hedge funds, options, futures, real estate or commodities. The Exotic Funds theme has 45 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 Exotic Funds Theme or any other thematic opportunities.
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Other Information on Investing in Pro Mutual Fund
To fully project Pro Blend's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Pro Blend Moderate 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 Pro Blend's income statement, its balance sheet, and the statement of cash flows.
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments |