Muzinich Low One Year Return vs. Five Year Return
| MZLSX Fund | USD 9.63 0.01 0.10% |
For Muzinich Low profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Muzinich Low to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Muzinich Low Duration utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Muzinich Low's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Muzinich Low Duration over time as well as its relative position and ranking within its peers.
Muzinich |
Muzinich Low Duration Five Year Return vs. One Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Muzinich Low's current stock value. Our valuation model uses many indicators to compare Muzinich Low value to that of its competitors to determine the firm's financial worth. Muzinich Low Duration is number one fund in one year return among similar funds. It also is number one fund in five year return among similar funds reporting about 0.43 of Five Year Return per One Year Return. The ratio of One Year Return to Five Year Return for Muzinich Low Duration is roughly 2.35 . 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 Muzinich Low's earnings, one of the primary drivers of an investment's value.Muzinich Five Year Return vs. One Year Return
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.
Muzinich Low |
| = | 7.51 % |
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.
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.
Muzinich Low |
| = | 3.20 % |
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.
Muzinich Five Year Return Comparison
Muzinich Low is currently under evaluation in five year return among similar funds.
Muzinich Low Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Muzinich Low, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Muzinich Low will eventually generate negative long term returns. The profitability progress is the general direction of Muzinich Low's change in net profit over the period of time. It can combine multiple indicators of Muzinich Low, 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 normally invests at least 80 percent of the funds net assets in a well-diversified portfolio of corporate bonds and syndicated loans, including floating rate loans and restricted securities such as bonds issued pursuant to Rule 144A. It may have a majority of its assets in foreign fixed income securities, with permitted-currency emerging market exposure not to exceed 20 percent of the funds net assets.
Muzinich Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Muzinich Low. 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 Muzinich Low 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 Muzinich Low's important profitability drivers and their relationship over time.
Use Muzinich Low 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 Muzinich Low 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 Muzinich Low will appreciate offsetting losses from the drop in the long position's value.Muzinich Low Pair Trading
Muzinich Low Duration Pair Trading Analysis
The ability to find closely correlated positions to Muzinich Low could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Muzinich Low 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 Muzinich Low - 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 Muzinich Low Duration to buy it.
The correlation of Muzinich Low 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 Muzinich Low moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Muzinich Low Duration 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 Muzinich Low 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 Muzinich Low position
In addition to having Muzinich Low 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 Restaurants Thematic Idea Now
Restaurants
Entities that are involved in restaurant business, as well as coffee shop chains and other eateries. The Restaurants 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 Restaurants Theme or any other thematic opportunities.
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Other Information on Investing in Muzinich Mutual Fund
To fully project Muzinich Low's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Muzinich Low Duration 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 Muzinich Low's income statement, its balance sheet, and the statement of cash flows.
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