Russell 2000 Cash Position Weight vs. Ten Year Return
| RYRHX Fund | USD 57.88 0.25 0.43% |
For Russell 2000 profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Russell 2000 to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Russell 2000 Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Russell 2000's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Russell 2000 Fund over time as well as its relative position and ranking within its peers.
Russell |
Russell 2000 Ten Year Return vs. Cash Position Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Russell 2000's current stock value. Our valuation model uses many indicators to compare Russell 2000 value to that of its competitors to determine the firm's financial worth. Russell 2000 Fund is rated top fund in cash position weight among similar funds. It also is rated top fund in ten year return among similar funds reporting about 0.25 of Ten Year Return per Cash Position Weight. The ratio of Cash Position Weight to Ten Year Return for Russell 2000 Fund is roughly 3.99 . 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 Russell 2000's earnings, one of the primary drivers of an investment's value.Russell Ten Year Return vs. Cash Position Weight
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Russell 2000 |
| = | 29.88 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Russell 2000 |
| = | 7.48 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Russell Ten Year Return Comparison
Russell 2000 is currently under evaluation in ten year return among similar funds.
Russell 2000 Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Russell 2000, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Russell 2000 will eventually generate negative long term returns. The profitability progress is the general direction of Russell 2000's change in net profit over the period of time. It can combine multiple indicators of Russell 2000, 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 will invest at least 80 percent of its net assets, plus any borrowings for investment purposes, in securities of companies in the underlying index and derivatives and other instruments whose performance is expected to correspond to that of the underlying index. The index is composed of the 2,000 smallest companies in the Russell 3000 Index. The fund is non-diversified.
Russell Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Russell 2000. 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 Russell 2000 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 Russell 2000's important profitability drivers and their relationship over time.
Use Russell 2000 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 Russell 2000 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 Russell 2000 will appreciate offsetting losses from the drop in the long position's value.Russell 2000 Pair Trading
Russell 2000 Fund Pair Trading Analysis
The ability to find closely correlated positions to Russell 2000 could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Russell 2000 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 Russell 2000 - 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 Russell 2000 Fund to buy it.
The correlation of Russell 2000 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 Russell 2000 moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Russell 2000 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 Russell 2000 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 Russell 2000 position
In addition to having Russell 2000 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 Synthetics Thematic Idea Now
Synthetics
Companies involved in production of silicon and other synthetic products . The Synthetics theme has 44 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 Synthetics Theme or any other thematic opportunities.
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Other Information on Investing in Russell Mutual Fund
To fully project Russell 2000's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Russell 2000 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 Russell 2000's income statement, its balance sheet, and the statement of cash flows.
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