Smallcap Value Cash Position Weight vs. Five Year Return
| PJARX Fund | USD 12.86 0.09 0.69% |
For Smallcap Value profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Smallcap Value to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Smallcap Value Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Smallcap Value's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Smallcap Value Fund over time as well as its relative position and ranking within its peers.
Smallcap |
Smallcap Value Five Year Return vs. Cash Position Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Smallcap Value's current stock value. Our valuation model uses many indicators to compare Smallcap Value value to that of its competitors to determine the firm's financial worth. Smallcap Value Fund is rated top fund in cash position weight among similar funds. It also is rated top fund in five year return among similar funds reporting about 2.86 of Five Year Return per Cash Position Weight. 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 Smallcap Value's earnings, one of the primary drivers of an investment's value.Smallcap Five Year Return vs. Cash Position Weight
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Smallcap Value |
| = | 3.97 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
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.
Smallcap Value |
| = | 11.34 % |
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.
Smallcap Five Year Return Comparison
Smallcap Value is currently under evaluation in five year return among similar funds.
Smallcap Value Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Smallcap Value, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Smallcap Value will eventually generate negative long term returns. The profitability progress is the general direction of Smallcap Value's change in net profit over the period of time. It can combine multiple indicators of Smallcap Value, 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.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of companies with small market capitalizations at the time of purchase. It invests in value equity securities, an investment strategy that emphasizes buying equity securities that appear to be undervalued.
Smallcap Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Smallcap Value. 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 Smallcap Value 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 Smallcap Value's important profitability drivers and their relationship over time.
Use Smallcap Value 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 Smallcap Value 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 Smallcap Value will appreciate offsetting losses from the drop in the long position's value.Smallcap Value Pair Trading
Smallcap Value Fund Pair Trading Analysis
The ability to find closely correlated positions to Smallcap Value could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Smallcap Value 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 Smallcap Value - 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 Smallcap Value Fund to buy it.
The correlation of Smallcap Value 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 Smallcap Value moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Smallcap Value 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 Smallcap Value 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 Smallcap Value position
In addition to having Smallcap Value 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 Marijuana Thematic Idea Now
Marijuana
Small and mid-cap equities that are involved in production and delivery of Marijuana products. This theme is designed for investors that are willing to accept higher levels of market risk inherited by Marijuana production in the United States. The Marijuana theme has 49 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 Marijuana Theme or any other thematic opportunities.
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Other Information on Investing in Smallcap Mutual Fund
To fully project Smallcap Value's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Smallcap Value 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 Smallcap Value's income statement, its balance sheet, and the statement of cash flows.
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