Great-west Lifetime Annual Yield vs. One Year Return

MXBDX Fund  USD 11.36  0.06  0.53%   
Based on the measurements of profitability obtained from Great-west Lifetime's financial statements, Great West Lifetime 2040 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 Great-west Lifetime's ability to earn profits and add value for shareholders.
For Great-west Lifetime profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Great-west Lifetime to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Great West Lifetime 2040 utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Great-west Lifetime's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Great West Lifetime 2040 over time as well as its relative position and ranking within its peers.
  
Check out Correlation Analysis.
Please note, there is a significant difference between Great-west Lifetime's value and its price as these two are different measures arrived at by different means. Investors typically determine if Great-west Lifetime is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Great-west Lifetime'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.

Great West Lifetime One Year Return vs. Annual Yield Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Great-west Lifetime's current stock value. Our valuation model uses many indicators to compare Great-west Lifetime value to that of its competitors to determine the firm's financial worth.
Great West Lifetime 2040 is number one fund in annual yield among similar funds. It also is number one fund in one year return among similar funds reporting about  1,414  of One Year Return per Annual Yield. 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 Great-west Lifetime's earnings, one of the primary drivers of an investment's value.

Great-west One Year Return vs. Annual Yield

Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.

Great-west Lifetime

Yield

 = 

Income from Security

Current Share Price

 = 
0.01 %
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
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.

Great-west Lifetime

One Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
20.64 %
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.

Great-west One Year Return Comparison

Great West is currently under evaluation in one year return among similar funds.

Great-west Lifetime Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Great-west Lifetime, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Great-west Lifetime will eventually generate negative long term returns. The profitability progress is the general direction of Great-west Lifetime's change in net profit over the period of time. It can combine multiple indicators of Great-west Lifetime, 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 seeks to achieve its objective by investing in a professionally selected mix of underlying funds that is tailored for investors planning to retire in , or close to, 2040 . It is designed for investors who plan to withdraw the value of their account in the fund gradually after retirement. While the fund is non-diversified, it invests in diversified underlying holdings.

Great-west Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Great-west Lifetime. 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 Great-west Lifetime 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 Great-west Lifetime's important profitability drivers and their relationship over time.

Use Great-west Lifetime 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 Great-west Lifetime 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 Great-west Lifetime will appreciate offsetting losses from the drop in the long position's value.

Great-west Lifetime Pair Trading

Great West Lifetime 2040 Pair Trading Analysis

The ability to find closely correlated positions to Great-west Lifetime could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Great-west Lifetime 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 Great-west Lifetime - 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 Great West Lifetime 2040 to buy it.
The correlation of Great-west Lifetime 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 Great-west Lifetime moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Great West Lifetime 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 Great-west Lifetime 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.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Great-west Lifetime position

In addition to having Great-west Lifetime 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 Real Estate Thematic Idea Now

Real Estate
Real Estate Theme
Publicly traded companies that are involved in real estate development, property maintenance and management of real estate investment trusts (REIT) funds. The Real Estate theme has 42 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 Real Estate Theme or any other thematic opportunities.
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Other Information on Investing in Great-west Mutual Fund

To fully project Great-west Lifetime's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Great West Lifetime 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 Great-west Lifetime's income statement, its balance sheet, and the statement of cash flows.
Potential Great-west Lifetime investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Great-west Lifetime investors may work on each financial statement separately, they are all related. The changes in Great-west Lifetime's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Great-west Lifetime's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
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