Growth Fund Price To Book vs. Three Year Return
| VCULX Fund | USD 17.31 0.16 0.93% |
For Growth Fund profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Growth Fund to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Growth Fund Growth utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Growth Fund's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Growth Fund Growth over time as well as its relative position and ranking within its peers.
Growth |
Growth Fund Growth Three Year Return vs. Price To Book Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Growth Fund's current stock value. Our valuation model uses many indicators to compare Growth Fund value to that of its competitors to determine the firm's financial worth. Growth Fund Growth is presently regarded as number one fund in price to book among similar funds. It also is presently regarded as number one fund in three year return among similar funds reporting about 1.41 of Three 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 Growth Fund's earnings, one of the primary drivers of an investment's value.Growth Three 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.
Growth Fund |
| = | 4.52 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.
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.
Growth Fund |
| = | 6.38 % |
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.
Growth Three Year Return Comparison
Growth Fund is currently under evaluation in three year return among similar funds.
Growth Fund Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Growth Fund, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Growth Fund will eventually generate negative long term returns. The profitability progress is the general direction of Growth Fund's change in net profit over the period of time. It can combine multiple indicators of Growth Fund, 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 manager attempts to achieve its investment objective by investing primarily in common stock of companies that are selected based on such factors as strong earnings, strong sales and revenue growth and capital appreciation potential. The fund generally invests at least 65 percent of its total assets in equity securities. It may invest without limitation in the securities of foreign companies in the form of ADRs. In addition to ADRs, the fund may also invest up to 20 percent of its total assets in securities of foreign companies, including companies located in emerging markets. It is non-diversified.
Growth Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Growth Fund. 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 Growth Fund 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 Growth Fund's important profitability drivers and their relationship over time.
Use Growth Fund 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 Growth Fund 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 Growth Fund will appreciate offsetting losses from the drop in the long position's value.Growth Fund Pair Trading
Growth Fund Growth Pair Trading Analysis
The ability to find closely correlated positions to Growth Fund could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Growth Fund 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 Growth Fund - 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 Growth Fund Growth to buy it.
The correlation of Growth Fund 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 Growth Fund moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Growth Fund Growth 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 Growth Fund 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 Growth Fund position
In addition to having Growth Fund 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 Non-Metallic and Industrial Metal Mining Thematic Idea Now
Non-Metallic and Industrial Metal Mining
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Non-Metallic and Industrial Metal Mining theme has 61 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 Non-Metallic and Industrial Metal Mining Theme or any other thematic opportunities.
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Other Information on Investing in Growth Mutual Fund
To fully project Growth Fund's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Growth Fund Growth 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 Growth Fund's income statement, its balance sheet, and the statement of cash flows.
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