Ultra Short-term Annual Yield vs. One Year Return
| SMAVX Fund | USD 9.64 0.00 0.00% |
For Ultra Short-term profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Ultra Short-term to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Ultra Short Term Municipal utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Ultra Short-term's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Ultra Short Term Municipal over time as well as its relative position and ranking within its peers.
Ultra |
Ultra Short Term One Year Return vs. Annual Yield Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Ultra Short-term's current stock value. Our valuation model uses many indicators to compare Ultra Short-term value to that of its competitors to determine the firm's financial worth. Ultra Short Term Municipal is rated top fund in annual yield among similar funds. It also is rated top fund in one year return among similar funds reporting about 1,078 of One Year Return per Annual Yield. 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 Ultra Short-term's earnings, one of the primary drivers of an investment's value.Ultra One Year Return vs. Annual Yield
Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Ultra Short-term |
| = | 0 % |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
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.
Ultra Short-term |
| = | 3.99 % |
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.
Ultra One Year Return Comparison
Ultra Short is currently under evaluation in one year return among similar funds.
Ultra Short-term Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Ultra Short-term, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Ultra Short-term will eventually generate negative long term returns. The profitability progress is the general direction of Ultra Short-term's change in net profit over the period of time. It can combine multiple indicators of Ultra Short-term, 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 normally invests at least 80 percent of the funds net assets in municipal securities whose interest is exempt from federal income tax, but not necessarily federal alternative minimum tax . It invests up to 20 percent of the funds total assets in securities whose interest is subject to federal AMT. While the fund may purchase securities of any maturity, under normal circumstances, the advisor expects the funds dollar-weighted average effective maturity to be 1 year or less.
Ultra Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Ultra Short-term. 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 Ultra Short-term 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 Ultra Short-term's important profitability drivers and their relationship over time.
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Our tools can tell you how much better you can do entering a position in Ultra Short-term without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Use Investing Themes to Complement your Ultra Short-term position
In addition to having Ultra Short-term 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?
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Broad Sovereign ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Broad Sovereign ETFs theme has 14 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 Broad Sovereign ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Ultra Mutual Fund
To fully project Ultra Short-term's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Ultra Short Term 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 Ultra Short-term's income statement, its balance sheet, and the statement of cash flows.
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