Rmb Mendon Three Year Return vs. One Year Return
| RMBKX Fund | USD 55.34 0.01 0.02% |
For Rmb Mendon profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Rmb Mendon to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Rmb Mendon Financial utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Rmb Mendon's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Rmb Mendon Financial over time as well as its relative position and ranking within its peers.
Rmb |
Rmb Mendon Financial One Year Return vs. Three Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Rmb Mendon's current stock value. Our valuation model uses many indicators to compare Rmb Mendon value to that of its competitors to determine the firm's financial worth. Rmb Mendon Financial is rated fourth largest fund in three year return among similar funds. It is rated third largest fund in one year return among similar funds reporting about 17.23 of One Year Return per Three Year Return. 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 Rmb Mendon's earnings, one of the primary drivers of an investment's value.Rmb One 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.
Rmb Mendon |
| = | 2.83 % |
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.
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.
Rmb Mendon |
| = | 48.69 % |
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.
Rmb One Year Return Comparison
Rmb Mendon is currently under evaluation in one year return among similar funds.
Rmb Mendon Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Rmb Mendon, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Rmb Mendon will eventually generate negative long term returns. The profitability progress is the general direction of Rmb Mendon's change in net profit over the period of time. It can combine multiple indicators of Rmb Mendon, 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 investing at least 80 percent of its net assets in stocks of U.S. companies that are in the financial services industry. It may invest in companies of any size, but, under normal conditions, the fund invests primarily in mid, small and micro capitalization financial services companies.
Rmb Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Rmb Mendon. 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 Rmb Mendon 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 Rmb Mendon's important profitability drivers and their relationship over time.
Use Rmb Mendon 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 Rmb Mendon 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 Rmb Mendon will appreciate offsetting losses from the drop in the long position's value.Rmb Mendon Pair Trading
Rmb Mendon Financial Pair Trading Analysis
The ability to find closely correlated positions to Rmb Mendon could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Rmb Mendon 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 Rmb Mendon - 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 Rmb Mendon Financial to buy it.
The correlation of Rmb Mendon 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 Rmb Mendon moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Rmb Mendon Financial 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 Rmb Mendon 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 Rmb Mendon position
In addition to having Rmb Mendon 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?
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Other Information on Investing in Rmb Mutual Fund
To fully project Rmb Mendon's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Rmb Mendon Financial 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 Rmb Mendon's income statement, its balance sheet, and the statement of cash flows.
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