Sa Mkt Price To Book vs. One Year Return
| SAMKX Fund | USD 37.42 0.11 0.29% |
For Sa Mkt profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Sa Mkt to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Sa Mkt Fd utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Sa Mkt's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Sa Mkt Fd over time as well as its relative position and ranking within its peers.
SAMKX |
Sa Mkt Fd One Year Return vs. Price To Book Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Sa Mkt's current stock value. Our valuation model uses many indicators to compare Sa Mkt value to that of its competitors to determine the firm's financial worth. Sa Mkt Fd is rated top fund in price to book among similar funds. It is rated below average in one year return among similar funds reporting about 10.87 of One Year Return per Price To Book. 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 Mkt's earnings, one of the primary drivers of an investment's value.SAMKX One Year Return vs. Price To Book
Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
Sa Mkt |
| = | 3.16 X |
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
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 Mkt |
| = | 34.35 % |
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.
SAMKX One Year Return Comparison
Sa Mkt is currently under evaluation in one year return among similar funds.
Sa Mkt Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Sa Mkt, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Sa Mkt will eventually generate negative long term returns. The profitability progress is the general direction of Sa Mkt's change in net profit over the period of time. It can combine multiple indicators of Sa Mkt, 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 listed on a securities exchange in the United States that is deemed appropriate by the Sub-Adviser. It will invest at least 80 percent of its net assets in U.S. securities. The fund may also invest up to 5 percent of its total assets in the U.S. Micro Cap Portfolio, a portfolio of DFA Investment Dimensions Group Inc., a separate registered investment company.
SAMKX Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Sa Mkt. 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 Mkt 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 Mkt's important profitability drivers and their relationship over time.
Use Sa Mkt 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 Mkt 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 Mkt will appreciate offsetting losses from the drop in the long position's value.Sa Mkt Pair Trading
Sa Mkt Fd Pair Trading Analysis
The ability to find closely correlated positions to Sa Mkt 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 Mkt 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 Mkt - 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 Mkt Fd to buy it.
The correlation of Sa Mkt 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 Mkt moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Sa Mkt Fd 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 Mkt 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 Mkt position
In addition to having Sa Mkt 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 Apparel Thematic Idea Now
Apparel
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Apparel theme has 50 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 Apparel Theme or any other thematic opportunities.
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Other Information on Investing in SAMKX Mutual Fund
To fully project Sa Mkt's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Sa Mkt Fd 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 Mkt's income statement, its balance sheet, and the statement of cash flows.
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