Tiaa-cref Small-cap Year To Date Return vs. Last Dividend Paid
| TRSEX Fund | USD 21.24 0.05 0.24% |
For Tiaa-cref Small-cap profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Tiaa-cref Small-cap to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Tiaa Cref Small Cap Equity utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Tiaa-cref Small-cap's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Tiaa Cref Small Cap Equity over time as well as its relative position and ranking within its peers.
Tiaa-cref |
Tiaa-cref Small-cap Last Dividend Paid vs. Year To Date Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Tiaa-cref Small-cap's current stock value. Our valuation model uses many indicators to compare Tiaa-cref Small-cap value to that of its competitors to determine the firm's financial worth. Tiaa Cref Small Cap Equity is rated top fund in year to date return among similar funds. It also is rated top fund in last dividend paid among similar funds . The ratio of Year To Date Return to Last Dividend Paid for Tiaa Cref Small Cap Equity is about 327.12 . 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 Tiaa-cref Small-cap's earnings, one of the primary drivers of an investment's value.Tiaa-cref Last Dividend Paid vs. Year To Date Return
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Tiaa-cref Small-cap |
| = | 26.17 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Last Dividend Paid refers to dividend per share(DPS) paid to the shareholder the last time dividends were issued by a company. In its conventional sense, dividends refer to the distribution of some of a company's net earnings or capital gains decided by the board of directors.
Tiaa-cref Small-cap |
| = | 0.08 |
Many stable companies today pay out dividends to their shareholders in the form of the income distribution, but high-growth firms rarely offer dividends because all of their earnings are reinvested back to the business.
Tiaa-cref Last Dividend Paid Comparison
Tiaa Cref is currently under evaluation in last dividend paid among similar funds.
Tiaa-cref Small-cap Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Tiaa-cref Small-cap, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Tiaa-cref Small-cap will eventually generate negative long term returns. The profitability progress is the general direction of Tiaa-cref Small-cap's change in net profit over the period of time. It can combine multiple indicators of Tiaa-cref Small-cap, 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.
Under normal circumstances, the fund invests at least 80 percent of its assets in small-cap equity securities. A small-cap equity security is a security within the capitalization range of the companies included in the funds benchmark index, the Russell 2000 Index, at the time of purchase. It invests primarily in equity securities of smaller domestic companies across a wide range of sectors, growth rates and valuations.
Tiaa-cref Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Tiaa-cref Small-cap. 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 Tiaa-cref Small-cap 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 Tiaa-cref Small-cap's important profitability drivers and their relationship over time.
Use Tiaa-cref Small-cap 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 Tiaa-cref Small-cap 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 Tiaa-cref Small-cap will appreciate offsetting losses from the drop in the long position's value.Tiaa-cref Small-cap Pair Trading
Tiaa Cref Small Cap Equity Pair Trading Analysis
The ability to find closely correlated positions to Tiaa-cref Small-cap could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Tiaa-cref Small-cap 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 Tiaa-cref Small-cap - 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 Tiaa Cref Small Cap Equity to buy it.
The correlation of Tiaa-cref Small-cap 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 Tiaa-cref Small-cap moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Tiaa-cref Small-cap 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 Tiaa-cref Small-cap 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 Tiaa-cref Small-cap position
In addition to having Tiaa-cref Small-cap 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 Junk Bonds Funds Thematic Idea Now
Junk Bonds Funds
Funds or Etfs that invest most of their assets into speculative (junk) bonds or to other fixed income instruments with interest rates 3 to 4 percentage points above government issues. The Junk Bonds Funds theme has 39 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 Junk Bonds Funds Theme or any other thematic opportunities.
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Other Information on Investing in Tiaa-cref Mutual Fund
To fully project Tiaa-cref Small-cap's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Tiaa-cref Small-cap 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 Tiaa-cref Small-cap's income statement, its balance sheet, and the statement of cash flows.
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