Small Capitalization One Year Return vs. Five Year Return
| SSCYX Fund | USD 7.25 0.01 0.14% |
For Small Capitalization profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Small Capitalization to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Small Capitalization Portfolio utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Small Capitalization's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Small Capitalization Portfolio over time as well as its relative position and ranking within its peers.
Small |
Small Capitalization Five Year Return vs. One Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Small Capitalization's current stock value. Our valuation model uses many indicators to compare Small Capitalization value to that of its competitors to determine the firm's financial worth. Small Capitalization Portfolio is rated third largest fund in one year return among similar funds. It is rated second largest fund in five year return among similar funds reporting about 0.37 of Five Year Return per One Year Return. The ratio of One Year Return to Five Year Return for Small Capitalization Portfolio is roughly 2.72 . 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 Small Capitalization's earnings, one of the primary drivers of an investment's value.Small Five Year Return vs. One Year Return
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.
Small Capitalization |
| = | 35.21 % |
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.
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.
Small Capitalization |
| = | 12.93 % |
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.
Small Five Year Return Comparison
Small Capitalization is currently under evaluation in five year return among similar funds.
Small Capitalization Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Small Capitalization, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Small Capitalization will eventually generate negative long term returns. The profitability progress is the general direction of Small Capitalization's change in net profit over the period of time. It can combine multiple indicators of Small Capitalization, 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 will normally invest at least 80 percent of its total assets in common stocks of companies whose stock market capitalizations fall within the range of capitalizations in the Russell 2000 Index. The Russell 2000 Index is reconstituted annually at the midpoint of the calendar year. Under adverse market conditions, the fund may also make temporary investments in investment grade debt securities.
Small Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Small Capitalization. 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 Small Capitalization 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 Small Capitalization's important profitability drivers and their relationship over time.
Use Small Capitalization 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 Small Capitalization 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 Small Capitalization will appreciate offsetting losses from the drop in the long position's value.Small Capitalization Pair Trading
Small Capitalization Portfolio Pair Trading Analysis
The ability to find closely correlated positions to Small Capitalization could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Small Capitalization 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 Small Capitalization - 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 Small Capitalization Portfolio to buy it.
The correlation of Small Capitalization 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 Small Capitalization moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Small Capitalization 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 Small Capitalization 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 Small Capitalization position
In addition to having Small Capitalization 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 Exotic Funds Thematic Idea Now
Exotic Funds
Funds or Etfs with high minimum investment requirement that manage portfolios of alternative investments such as hedge funds, options, futures, real estate or commodities. The Exotic Funds theme has 42 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 Exotic Funds Theme or any other thematic opportunities.
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Other Information on Investing in Small Mutual Fund
To fully project Small Capitalization's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Small Capitalization 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 Small Capitalization's income statement, its balance sheet, and the statement of cash flows.
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