Aqr Style Equity Positions Weight vs. Three Year Return
| QSPNX Fund | USD 7.94 0.05 0.63% |
For Aqr Style profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Aqr Style to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Aqr Style Premia utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Aqr Style's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Aqr Style Premia over time as well as its relative position and ranking within its peers.
Aqr |
Aqr Style Premia Three Year Return vs. Equity Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Aqr Style's current stock value. Our valuation model uses many indicators to compare Aqr Style value to that of its competitors to determine the firm's financial worth. Aqr Style Premia is rated below average in equity positions weight among similar funds. It is rated second largest fund in three 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 Aqr Style's earnings, one of the primary drivers of an investment's value.Aqr Three Year Return vs. Equity Positions Weight
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Aqr Style |
| = | (5.64) % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
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.
Aqr Style |
| = | 24.31 % |
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.
Aqr Three Year Return Comparison
Aqr Style is currently under evaluation in three year return among similar funds.
Aqr Style Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Aqr Style, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Aqr Style will eventually generate negative long term returns. The profitability progress is the general direction of Aqr Style's change in net profit over the period of time. It can combine multiple indicators of Aqr Style, 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 pursues its investment objective by aiming to provide exposure to four separate investment styles value, momentum, carry and defensive, using both long and short positions within the following asset groups equities, bonds, interest rates, commodities and currencies. It will achieve its exposure to any of the Asset Groups by using derivatives or holding those assets directly.
Aqr Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Aqr Style. 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 Aqr Style 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 Aqr Style's important profitability drivers and their relationship over time.
Use Aqr Style 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 Aqr Style 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 Aqr Style will appreciate offsetting losses from the drop in the long position's value.Aqr Style Pair Trading
Aqr Style Premia Pair Trading Analysis
The ability to find closely correlated positions to Aqr Style could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Aqr Style 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 Aqr Style - 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 Aqr Style Premia to buy it.
The correlation of Aqr Style 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 Aqr Style moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Aqr Style Premia 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 Aqr Style 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 Aqr Style position
In addition to having Aqr Style 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 Corporate Bonds Funds Thematic Idea Now
Corporate Bonds Funds
Funds or Etfs investing in different types of corporate debt instruments. The Corporate Bonds Funds theme has 45 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 Corporate Bonds Funds Theme or any other thematic opportunities.
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Other Information on Investing in Aqr Mutual Fund
To fully project Aqr Style's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Aqr Style Premia 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 Aqr Style's income statement, its balance sheet, and the statement of cash flows.
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