Undiscovered Managers Three Year Return vs. Annual Yield
| UBVSX Fund | USD 94.51 0.02 0.02% |
For Undiscovered Managers profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Undiscovered Managers to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Undiscovered Managers Behavioral utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Undiscovered Managers's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Undiscovered Managers Behavioral over time as well as its relative position and ranking within its peers.
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Undiscovered Managers Annual Yield vs. Three Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Undiscovered Managers's current stock value. Our valuation model uses many indicators to compare Undiscovered Managers value to that of its competitors to determine the firm's financial worth. Undiscovered Managers Behavioral is presently regarded as number one fund in three year return among similar funds. It also is presently regarded as number one fund in annual yield among similar funds . The ratio of Three Year Return to Annual Yield for Undiscovered Managers Behavioral is about 689.35 . 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 Undiscovered Managers' earnings, one of the primary drivers of an investment's value.Undiscovered Annual Yield 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.
Undiscovered Managers |
| = | 9.79 % |
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.
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.
Undiscovered Managers |
| = | 0.01 % |
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.
Undiscovered Annual Yield Comparison
Undiscovered Managers is currently under evaluation in annual yield among similar funds.
Undiscovered Managers Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Undiscovered Managers, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Undiscovered Managers will eventually generate negative long term returns. The profitability progress is the general direction of Undiscovered Managers' change in net profit over the period of time. It can combine multiple indicators of Undiscovered Managers, 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 seeks to achieve its objective by investing in common stocks of U.S. companies that the funds sub-adviser believes have value characteristics. Such common stocks include, but are not limited to, stocks of small capitalization companies, similar to those that are included in the Russell 2000 Value Index. In selecting stocks for the fund, the sub-adviser applies principles based on behavioral finance.
Undiscovered Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Undiscovered Managers. 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 Undiscovered Managers 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 Undiscovered Managers' important profitability drivers and their relationship over time.
Use Undiscovered Managers 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 Undiscovered Managers 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 Undiscovered Managers will appreciate offsetting losses from the drop in the long position's value.Undiscovered Managers Pair Trading
Undiscovered Managers Behavioral Pair Trading Analysis
The ability to find closely correlated positions to Undiscovered Managers could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Undiscovered Managers 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 Undiscovered Managers - 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 Undiscovered Managers Behavioral to buy it.
The correlation of Undiscovered Managers 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 Undiscovered Managers moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Undiscovered Managers 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 Undiscovered Managers 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 Undiscovered Managers position
In addition to having Undiscovered Managers 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 Compulsion Thematic Idea Now
Compulsion
Companies involved in research, development, and manufacturing of products with compulsion characteristics such as cigarettes, addictive drugs and alcohol. The Compulsion theme has 40 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 Compulsion Theme or any other thematic opportunities.
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Other Information on Investing in Undiscovered Mutual Fund
To fully project Undiscovered Managers' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Undiscovered Managers 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 Undiscovered Managers' income statement, its balance sheet, and the statement of cash flows.
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