Portfolio Three Year Return vs. Five Year Return
| PORTX Fund | USD 62.44 0.26 0.41% |
For Portfolio profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Portfolio to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Portfolio 21 Global utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Portfolio's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Portfolio 21 Global over time as well as its relative position and ranking within its peers.
Portfolio |
Portfolio 21 Global Five Year Return vs. Three Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Portfolio's current stock value. Our valuation model uses many indicators to compare Portfolio value to that of its competitors to determine the firm's financial worth. Portfolio 21 Global is rated top fund in three year return among similar funds. It also is rated top fund in five year return among similar funds . 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 Portfolio's earnings, one of the primary drivers of an investment's value.Portfolio Five Year Return vs. Three Year Return
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.
Portfolio |
| = | (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.
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.
Portfolio |
| = | 9.45 % |
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.
Portfolio Five Year Return Comparison
Portfolio is currently under evaluation in five year return among similar funds.
Portfolio Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Portfolio, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Portfolio will eventually generate negative long term returns. The profitability progress is the general direction of Portfolio's change in net profit over the period of time. It can combine multiple indicators of Portfolio, 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 of companies that the Adviser believes are leaders in managing Environmental, Social, and Governance risks and opportunities, have above average growth potential, and are reasonably valued. Under normal market conditions, at least 80 percent of the funds net assets will be invested in equity securities that meet the Advisers ESG criteria, although the Adviser intends to normally be fully invested in such securities. The fund invests globally and has exposure to both emerging and developed markets.
Portfolio Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Portfolio. 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 Portfolio 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 Portfolio's important profitability drivers and their relationship over time.
Use Portfolio 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 Portfolio 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 Portfolio will appreciate offsetting losses from the drop in the long position's value.Portfolio Pair Trading
Portfolio 21 Global Pair Trading Analysis
The ability to find closely correlated positions to Portfolio could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Portfolio 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 Portfolio - 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 Portfolio 21 Global to buy it.
The correlation of Portfolio 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 Portfolio moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Portfolio 21 Global 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 Portfolio 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 Portfolio position
In addition to having Portfolio 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 Stores Thematic Idea Now
Stores
Companies providing different types of retail and wholesale services. The Stores theme has 39 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 Stores Theme or any other thematic opportunities.
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Other Information on Investing in Portfolio Mutual Fund
To fully project Portfolio's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Portfolio 21 Global 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 Portfolio's income statement, its balance sheet, and the statement of cash flows.
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