Great-west Inflation-protec Bond Positions Weight vs. Three Year Return
| MXIOX Fund | USD 9.22 0.01 0.11% |
For Great-west Inflation-protec profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Great-west Inflation-protec to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Great West Inflation Protected Securities utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Great-west Inflation-protec's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Great West Inflation Protected Securities over time as well as its relative position and ranking within its peers.
Great-west |
Great-west Inflation-protec Three Year Return vs. Bond Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Great-west Inflation-protec's current stock value. Our valuation model uses many indicators to compare Great-west Inflation-protec value to that of its competitors to determine the firm's financial worth. Great West Inflation Protected Securities is number one fund in bond positions weight among similar funds. It also is number one fund in three year return among similar funds . The ratio of Bond Positions Weight to Three Year Return for Great West Inflation Protected Securities is about 253.33 . 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 Inflation-protec's earnings, one of the primary drivers of an investment's value.Great-west Three Year Return vs. Bond Positions Weight
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Great-west Inflation-protec |
| = | 14.06 % |
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Great-west Inflation-protec |
| = | 0.06 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Great-west Three Year Return Comparison
Great West is currently under evaluation in three year return among similar funds.
Great-west Inflation-protec Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Great-west Inflation-protec, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Great-west Inflation-protec will eventually generate negative long term returns. The profitability progress is the general direction of Great-west Inflation-protec's change in net profit over the period of time. It can combine multiple indicators of Great-west Inflation-protec, 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 will, under normal circumstances, invest at least 80 percent of its net assets in inflation-protected securities of varying maturities issued by the U.S. Treasury and other U.S. and non-U.S. government agencies and corporations, and other instruments, including inflation-linked swaps, with similar economic characteristics.
Great-west Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Great-west Inflation-protec. 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 Inflation-protec 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 Inflation-protec's important profitability drivers and their relationship over time.
Use Great-west Inflation-protec 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 Inflation-protec 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 Inflation-protec will appreciate offsetting losses from the drop in the long position's value.Great-west Inflation-protec Pair Trading
Great West Inflation Protected Securities Pair Trading Analysis
The ability to find closely correlated positions to Great-west Inflation-protec 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 Inflation-protec 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 Inflation-protec - 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 Inflation Protected Securities to buy it.
The correlation of Great-west Inflation-protec 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 Inflation-protec moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Great-west Inflation-protec 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 Inflation-protec 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 Great-west Inflation-protec position
In addition to having Great-west Inflation-protec 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 Aluminum Thematic Idea Now
Aluminum
Companies involved in production of aluminum. The Aluminum 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 Aluminum Theme or any other thematic opportunities.
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Other Information on Investing in Great-west Mutual Fund
To fully project Great-west Inflation-protec'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 Inflation-protec 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 Inflation-protec's income statement, its balance sheet, and the statement of cash flows.
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