Simt Small Three Year Return vs. Ten Year Return
| SESVX Fund | USD 28.50 0.49 1.75% |
For Simt Small profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Simt Small to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Simt Small Cap utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Simt Small's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Simt Small Cap over time as well as its relative position and ranking within its peers.
Simt |
Simt Small Cap Ten Year Return vs. Three Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Simt Small's current stock value. Our valuation model uses many indicators to compare Simt Small value to that of its competitors to determine the firm's financial worth. Simt Small Cap is rated top fund in three year return among similar funds. It also is rated top fund in ten year return among similar funds reporting about 1.07 of Ten Year Return per Three 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 Simt Small's earnings, one of the primary drivers of an investment's value.Simt Ten Year 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.
Simt Small |
| = | 4.59 % |
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.
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.
Simt Small |
| = | 4.90 % |
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.
Simt Ten Year Return Comparison
Simt Small is currently under evaluation in ten year return among similar funds.
Simt Small Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Simt Small, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Simt Small will eventually generate negative long term returns. The profitability progress is the general direction of Simt Small's change in net profit over the period of time. It can combine multiple indicators of Simt Small, 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.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities of small companies. The fund will primarily seek to purchase securities believed to be attractively valued in relation to various measures, which may include earnings, capital structure or return on invested capital.
Simt Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Simt Small. 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 Simt Small 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 Simt Small's important profitability drivers and their relationship over time.
Use Simt Small 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 Simt Small 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 Simt Small will appreciate offsetting losses from the drop in the long position's value.Simt Small Pair Trading
Simt Small Cap Pair Trading Analysis
The ability to find closely correlated positions to Simt Small could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Simt Small 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 Simt Small - 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 Simt Small Cap to buy it.
The correlation of Simt Small 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 Simt Small moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Simt Small Cap 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 Simt Small 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 Simt Small position
In addition to having Simt Small 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 Convertibles Funds Thematic Idea Now
Convertibles Funds
Funds or Etfs that invest in debt that is expected to be converted into a predetermined amount of the company equity at some future date. The Convertibles Funds theme has 24 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 Convertibles Funds Theme or any other thematic opportunities.
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Other Information on Investing in Simt Mutual Fund
To fully project Simt Small's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Simt Small Cap 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 Simt Small's income statement, its balance sheet, and the statement of cash flows.
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