Stocksplus Total Price To Earning vs. Three Year Return
| PTOAX Fund | USD 13.18 0.09 0.69% |
For Stocksplus Total profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Stocksplus Total to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Stocksplus Total Return utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Stocksplus Total's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Stocksplus Total Return over time as well as its relative position and ranking within its peers.
Stocksplus |
Stocksplus Total Return Three Year Return vs. Price To Earning Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Stocksplus Total's current stock value. Our valuation model uses many indicators to compare Stocksplus Total value to that of its competitors to determine the firm's financial worth. Stocksplus Total Return is rated top fund in price to earning among similar funds. It also is rated top fund in three year return among similar funds reporting about 0.43 of Three Year Return per Price To Earning. The ratio of Price To Earning to Three Year Return for Stocksplus Total Return is roughly 2.31 . 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 Stocksplus Total's earnings, one of the primary drivers of an investment's value.Stocksplus Three Year Return vs. Price To Earning
Price to Earnings ratio is typically used for current valuation of a company and is one of the most popular ratios that investors monitor daily. Holding a low PE stock is less risky because when a company's profitability falls, it is likely that earnings will also go down as well. In other words, if you start from a lower position, your downside risk is limited. There are also some investors who believe that low Price to Earnings ratio reflects the low pricing because a given company is in trouble. On the other hand, a higher PE ratio means that investors are paying more for each unit of profit.
Stocksplus Total |
| = | 19.08 X |
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
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.
Stocksplus Total |
| = | 8.26 % |
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.
Stocksplus Three Year Return Comparison
Stocksplus Total is currently under evaluation in three year return among similar funds.
Stocksplus Total Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Stocksplus Total, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Stocksplus Total will eventually generate negative long term returns. The profitability progress is the general direction of Stocksplus Total's change in net profit over the period of time. It can combine multiple indicators of Stocksplus Total, 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 exceed the total return of the SP 500 Index by investing under normal circumstances in SP 500 Index derivatives, backed by a portfolio of fixed income instruments. Fixed income instruments include bonds, debt securities and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities. The fund will normally limit its foreign currency exposure to 35 percent of its total assets.
Stocksplus Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Stocksplus Total. 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 Stocksplus Total 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 Stocksplus Total's important profitability drivers and their relationship over time.
Use Stocksplus Total 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 Stocksplus Total 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 Stocksplus Total will appreciate offsetting losses from the drop in the long position's value.Stocksplus Total Pair Trading
Stocksplus Total Return Pair Trading Analysis
The ability to find closely correlated positions to Stocksplus Total could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Stocksplus Total 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 Stocksplus Total - 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 Stocksplus Total Return to buy it.
The correlation of Stocksplus Total 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 Stocksplus Total moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Stocksplus Total Return 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 Stocksplus Total 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 Stocksplus Total position
In addition to having Stocksplus Total 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 Small Value Funds Thematic Idea Now
Small Value Funds
Funds or Etfs that invest in the undervalued stocks of small to mid-sized companies. The Small Value Funds theme has 37 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 Small Value Funds Theme or any other thematic opportunities.
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Other Information on Investing in Stocksplus Mutual Fund
To fully project Stocksplus Total's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Stocksplus Total Return 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 Stocksplus Total's income statement, its balance sheet, and the statement of cash flows.
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