Catalyst/smh Total Price To Book vs. One Year Return
| TRIFX Fund | USD 4.94 0.01 0.20% |
For Catalyst/smh Total profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Catalyst/smh Total to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Catalystsmh Total Return utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Catalyst/smh Total's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Catalystsmh Total Return over time as well as its relative position and ranking within its peers.
Catalyst/smh |
Catalystsmh Total Return One Year Return vs. Price To Book Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Catalyst/smh Total's current stock value. Our valuation model uses many indicators to compare Catalyst/smh Total value to that of its competitors to determine the firm's financial worth. Catalystsmh Total Return is rated top fund in price to book among similar funds. It also is rated top fund in one year return among similar funds reporting about 15.87 of One Year Return per Price To Book. 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 Catalyst/smh Total's earnings, one of the primary drivers of an investment's value.Catalyst/smh One Year Return vs. Price To Book
Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
Catalyst/smh Total |
| = | 1.10 X |
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
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.
Catalyst/smh Total |
| = | 17.46 % |
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.
Catalyst/smh One Year Return Comparison
Catalystsmh Total is currently under evaluation in one year return among similar funds.
Catalyst/smh Total Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Catalyst/smh Total, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Catalyst/smh Total will eventually generate negative long term returns. The profitability progress is the general direction of Catalyst/smh Total's change in net profit over the period of time. It can combine multiple indicators of Catalyst/smh Total, 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 primarily in a broad range of income-producing securities. These include equity securities, such as dividend-paying common stocks and REITs and debt securities, such as interest-paying bonds and convertible bonds. It may also invest in preferred stock, master limited partnerships and bank notes. Generally, at least 30 percent of the funds assets is invested in equity securities. The fund is non-diversified.
Catalyst/smh Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Catalyst/smh Total. 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 Catalyst/smh Total 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 Catalyst/smh Total's important profitability drivers and their relationship over time.
Use Catalyst/smh Total 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 Catalyst/smh Total 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 Catalyst/smh Total will appreciate offsetting losses from the drop in the long position's value.Catalyst/smh Total Pair Trading
Catalystsmh Total Return Pair Trading Analysis
The ability to find closely correlated positions to Catalyst/smh Total could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Catalyst/smh Total 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 Catalyst/smh Total - 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 Catalystsmh Total Return to buy it.
The correlation of Catalyst/smh Total 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 Catalyst/smh Total moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Catalystsmh Total Return 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 Catalyst/smh Total 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 Catalyst/smh Total position
In addition to having Catalyst/smh Total 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 Aluminum Thematic Idea Now
Aluminum
Companies involved in production of aluminum. The Aluminum theme has 43 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 Aluminum Theme or any other thematic opportunities.
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Other Information on Investing in Catalyst/smh Mutual Fund
To fully project Catalyst/smh Total's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Catalystsmh Total Return 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 Catalyst/smh Total's income statement, its balance sheet, and the statement of cash flows.
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