Steward International Three Year Return vs. Five Year Return
| SNTFX Fund | USD 21.26 0.15 0.70% |
For Steward International profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Steward International to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Steward International Enhanced utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Steward International's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Steward International Enhanced over time as well as its relative position and ranking within its peers.
Steward |
Steward International Five Year Return vs. Three Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Steward International's current stock value. Our valuation model uses many indicators to compare Steward International value to that of its competitors to determine the firm's financial worth. Steward International Enhanced is rated top fund in three year return among similar funds. It also is rated top fund in five year return among similar funds reporting about 1.15 of Five 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 Steward International's earnings, one of the primary drivers of an investment's value.Steward Five 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.
Steward International |
| = | 6.03 % |
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.
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Steward International |
| = | 6.93 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Steward Five Year Return Comparison
Steward International is currently under evaluation in five year return among similar funds.
Steward International Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Steward International, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Steward International will eventually generate negative long term returns. The profitability progress is the general direction of Steward International's change in net profit over the period of time. It can combine multiple indicators of Steward International, 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 advisor pursues its objective by seeking to enhance its performance over that of its primary benchmark index by 1 changing the relative weighting in the funds portfolio of equity securities of developed market companies and of emerging market companies, and 2 utilizing computer-aided, quantitative analysis of valuation, growth, dividend yield, industry and other factors to attempt to compensate for the exclusion of certain index securities due to the funds values-based screening policies. It invests at least 80 percent of its assets in the securities of companies included in its primary benchmark.
Steward Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Steward International. 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 Steward International 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 Steward International's important profitability drivers and their relationship over time.
Use Steward International 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 Steward International 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 Steward International will appreciate offsetting losses from the drop in the long position's value.Steward International Pair Trading
Steward International Enhanced Pair Trading Analysis
The ability to find closely correlated positions to Steward International could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Steward International 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 Steward International - 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 Steward International Enhanced to buy it.
The correlation of Steward International 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 Steward International moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Steward International 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 Steward International 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 Steward International position
In addition to having Steward International 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 Processed Foods Thematic Idea Now
Processed Foods
Companies producing and distributing processed foods to retail sectors. The Processed Foods theme has 45 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 Processed Foods Theme or any other thematic opportunities.
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Other Information on Investing in Steward Mutual Fund
To fully project Steward International's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Steward International 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 Steward International's income statement, its balance sheet, and the statement of cash flows.
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