Ridgeworth International Annual Yield vs. Five Year Return
| STITX Fund | USD 9.45 0.03 0.32% |
For Ridgeworth International profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Ridgeworth International to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Ridgeworth International Equity utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Ridgeworth International's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Ridgeworth International Equity over time as well as its relative position and ranking within its peers.
Ridgeworth |
Ridgeworth International Five Year Return vs. Annual Yield Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Ridgeworth International's current stock value. Our valuation model uses many indicators to compare Ridgeworth International value to that of its competitors to determine the firm's financial worth. Ridgeworth International Equity is rated top fund in annual yield among similar funds. It also is rated top fund in five year return among similar funds reporting about 2,242 of Five 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 Ridgeworth International's earnings, one of the primary drivers of an investment's value.Ridgeworth Five 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.
Ridgeworth International |
| = | 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.
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.
Ridgeworth International |
| = | 4.93 % |
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.
Ridgeworth Five Year Return Comparison
Ridgeworth International is currently under evaluation in five year return among similar funds.
Ridgeworth International Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Ridgeworth International, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Ridgeworth International will eventually generate negative long term returns. The profitability progress is the general direction of Ridgeworth International's change in net profit over the period of time. It can combine multiple indicators of Ridgeworth 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 fund invests at least 80 percent of its assets in equity securities of issuers organized, headquartered or doing a substantial amount of business outside the U.S. It will allocate its assets among various regions and countries, including emerging markets. From time to time, the fund may have a significant portion of its assets invested in the securities of companies in only a few countries or regions. Although it seeks investments across a number of sectors, from time to time, the fund may have significant positions in particular sectors.
Ridgeworth Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Ridgeworth 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 Ridgeworth 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 Ridgeworth International's important profitability drivers and their relationship over time.
Use Ridgeworth 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 Ridgeworth 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 Ridgeworth International will appreciate offsetting losses from the drop in the long position's value.Ridgeworth International Pair Trading
Ridgeworth International Equity Pair Trading Analysis
The ability to find closely correlated positions to Ridgeworth 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 Ridgeworth 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 Ridgeworth 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 Ridgeworth International Equity to buy it.
The correlation of Ridgeworth 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 Ridgeworth International moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Ridgeworth 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 Ridgeworth 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 Ridgeworth International position
In addition to having Ridgeworth 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 Shipping Containers Thematic Idea Now
Shipping Containers
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Shipping Containers theme has 16 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 Shipping Containers Theme or any other thematic opportunities.
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Other Information on Investing in Ridgeworth Mutual Fund
To fully project Ridgeworth International's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Ridgeworth 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 Ridgeworth International's income statement, its balance sheet, and the statement of cash flows.
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