Tax-managed Annual Yield vs. One Year Return
| RTOUX Fund | USD 45.23 0.69 1.55% |
For Tax-managed profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Tax-managed to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Tax Managed Mid Small utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Tax-managed's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Tax Managed Mid Small over time as well as its relative position and ranking within its peers.
Tax-managed |
Tax Managed Mid One Year Return vs. Annual Yield Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Tax-managed's current stock value. Our valuation model uses many indicators to compare Tax-managed value to that of its competitors to determine the firm's financial worth. Tax Managed Mid Small is rated top fund in annual yield among similar funds. It also is rated top fund in one year return among similar funds reporting about 16,399 of One Year Return per Annual Yield. 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 Tax-managed's earnings, one of the primary drivers of an investment's value.Tax-managed One Year Return vs. Annual Yield
Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Tax-managed |
| = | 0 % |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
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.
Tax-managed |
| = | 29.52 % |
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.
Tax-managed One Year Return Comparison
Tax Managed is currently under evaluation in one year return among similar funds.
Tax-managed Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Tax-managed, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Tax-managed will eventually generate negative long term returns. The profitability progress is the general direction of Tax-managed's change in net profit over the period of time. It can combine multiple indicators of Tax-managed, 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 has a non-fundamental policy to invest, under normal circumstances, at least 80 percent of the value of its net assets plus borrowings for investment purposes in medium and small capitalization companies economically tied to the U.S. The fund invests principally in common stocks of medium and small capitalization U.S. companies. The managers define medium and small capitalization stocks as stocks of those companies represented by the Russell 2500 Index or within the capitalization range of the Russell 2500 Index.
Tax-managed Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Tax-managed. 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 Tax-managed 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 Tax-managed's important profitability drivers and their relationship over time.
Use Tax-managed 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 Tax-managed 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 Tax-managed will appreciate offsetting losses from the drop in the long position's value.Tax-managed Pair Trading
Tax Managed Mid Small Pair Trading Analysis
The ability to find closely correlated positions to Tax-managed could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Tax-managed 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 Tax-managed - 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 Tax Managed Mid Small to buy it.
The correlation of Tax-managed 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 Tax-managed moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Tax Managed Mid 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 Tax-managed 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 Tax-managed position
In addition to having Tax-managed 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 Long Short Funds Thematic Idea Now
Long Short Funds
Funds or Etfs that are designed to hedge away market risk by investing in combination of bonds, stocks, derivative instruments as well as short positions to maximize returns irrespective of market conditions. The Long Short Funds theme has 40 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 Long Short Funds Theme or any other thematic opportunities.
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Other Information on Investing in Tax-managed Mutual Fund
To fully project Tax-managed's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Tax Managed Mid 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 Tax-managed's income statement, its balance sheet, and the statement of cash flows.
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