Guggenheim Managed Three Year Return vs. Year To Date Return
| RYMZX Fund | USD 17.63 0.06 0.34% |
For Guggenheim Managed profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Guggenheim Managed to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Guggenheim Managed Futures utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Guggenheim Managed's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Guggenheim Managed Futures over time as well as its relative position and ranking within its peers.
Guggenheim |
Guggenheim Managed Year To Date Return vs. Three Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Guggenheim Managed's current stock value. Our valuation model uses many indicators to compare Guggenheim Managed value to that of its competitors to determine the firm's financial worth. Guggenheim Managed Futures is rated top fund in three year return among similar funds. It also is rated top fund in year to date return among similar funds creating about 0.22 of Year To Date Return per Three Year Return. The ratio of Three Year Return to Year To Date Return for Guggenheim Managed Futures is roughly 4.49 . 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 Guggenheim Managed's earnings, one of the primary drivers of an investment's value.Guggenheim Year To Date 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.
Guggenheim Managed |
| = | 4.74 % |
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.
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Guggenheim Managed |
| = | 1.05 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Guggenheim Year To Date Return Comparison
Guggenheim Managed is currently under evaluation in year to date return among similar funds.
Guggenheim Managed Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Guggenheim Managed, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Guggenheim Managed will eventually generate negative long term returns. The profitability progress is the general direction of Guggenheim Managed's change in net profit over the period of time. It can combine multiple indicators of Guggenheim 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 advisor intends to invest in multiple proprietary and third-party investment strategies that seek to identify and profit from upcoming movements in any combination of global fixed income, currency, commodity, or equity markets. It will invest at least 80 percent of its net assets, plus any borrowings for investment purposes, in managed futures. It also may invest up to 25 percent of its assets in municipal securities. The fund may invest up to 25 percent of its total assets in a wholly-owned and controlled Cayman Islands subsidiary as measured at the end of every quarter of its taxable year.
Guggenheim Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Guggenheim 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 Guggenheim 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 Guggenheim Managed's important profitability drivers and their relationship over time.
Use Guggenheim 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 Guggenheim 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 Guggenheim Managed will appreciate offsetting losses from the drop in the long position's value.Guggenheim Managed Pair Trading
Guggenheim Managed Futures Pair Trading Analysis
The ability to find closely correlated positions to Guggenheim 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 Guggenheim 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 Guggenheim 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 Guggenheim Managed Futures to buy it.
The correlation of Guggenheim 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 Guggenheim Managed moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Guggenheim Managed 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 Guggenheim 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 Guggenheim Managed position
In addition to having Guggenheim 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 Manufacturing Thematic Idea Now
Manufacturing
Companies that provide goods across residential, commercial and industrial construction such as machinery, tools, or lumber production. The Manufacturing theme has 20 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 Manufacturing Theme or any other thematic opportunities.
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Other Information on Investing in Guggenheim Mutual Fund
To fully project Guggenheim Managed's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Guggenheim Managed 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 Guggenheim Managed's income statement, its balance sheet, and the statement of cash flows.
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