Sa Value Ten Year Return vs. One Year Return
| SABTX Fund | USD 24.19 0.05 0.21% |
For Sa Value profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Sa Value to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Sa Value utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Sa Value's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Sa Value over time as well as its relative position and ranking within its peers.
SABTX |
Sa Value One Year Return vs. Ten Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Sa Value's current stock value. Our valuation model uses many indicators to compare Sa Value value to that of its competitors to determine the firm's financial worth. Sa Value is rated top fund in ten year return among similar funds. It also is rated top fund in one year return among similar funds reporting about 3.14 of One Year Return per Ten 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 Sa Value's earnings, one of the primary drivers of an investment's value.SABTX One Year Return vs. Ten Year Return
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.
Sa Value |
| = | 9.18 % |
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.
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.
Sa Value |
| = | 28.81 % |
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.
SABTX One Year Return Comparison
Sa Value is currently under evaluation in one year return among similar funds.
Sa Value Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Sa Value, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Sa Value will eventually generate negative long term returns. The profitability progress is the general direction of Sa Value's change in net profit over the period of time. It can combine multiple indicators of Sa Value, 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 is designed to purchase a broad and diverse group of readily marketable equity securities of large and mid cap U.S. companies listed on a securities exchange in the United States that is deemed appropriate by the Sub-Adviser, that the Sub-Adviser believes are value stocks at the time of investment. It will invest at least 80 percent of its net assets in U.S. securities. The fund may lend its portfolio securities to generate additional income.
SABTX Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Sa Value. 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 Sa Value 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 Sa Value's important profitability drivers and their relationship over time.
Use Sa Value 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 Sa Value 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 Sa Value will appreciate offsetting losses from the drop in the long position's value.Sa Value Pair Trading
Sa Value Pair Trading Analysis
The ability to find closely correlated positions to Sa Value could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Sa Value 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 Sa Value - 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 Sa Value to buy it.
The correlation of Sa Value 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 Sa Value moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Sa Value 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 Sa Value 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 Sa Value position
In addition to having Sa Value 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 Large Value Funds Thematic Idea Now
Large Value Funds
Funds or Etfs that invest in the undervalued stocks of large-sized companies. The Large Value Funds theme has 46 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 Large Value Funds Theme or any other thematic opportunities.
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Other Information on Investing in SABTX Mutual Fund
To fully project Sa Value's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Sa Value 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 Sa Value's income statement, its balance sheet, and the statement of cash flows.
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