Index Plus Five Year Return vs. Annual Yield
| VIPAX Fund | USD 30.41 0.12 0.39% |
For Index Plus profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Index Plus to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Index Plus Largecap utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Index Plus's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Index Plus Largecap over time as well as its relative position and ranking within its peers.
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Index Plus Largecap Annual Yield vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Index Plus's current stock value. Our valuation model uses many indicators to compare Index Plus value to that of its competitors to determine the firm's financial worth. Index Plus Largecap is presently regarded as number one fund in five year return among similar funds. It is rated third in annual yield among similar funds . The ratio of Five Year Return to Annual Yield for Index Plus Largecap is about 3,769 . 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 Index Plus' earnings, one of the primary drivers of an investment's value.Index Annual Yield vs. Five Year Return
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.
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| = | 14.70 % |
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.
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.
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| = | 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.
Index Annual Yield Comparison
Index Plus is currently under evaluation in annual yield among similar funds.
Index Plus Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Index Plus, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Index Plus will eventually generate negative long term returns. The profitability progress is the general direction of Index Plus' change in net profit over the period of time. It can combine multiple indicators of Index Plus, 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 market conditions, the Portfolio invests at least 80 percent of its net assets in securities of large-capitalization companies included in the index. The index is a stock market index comprised of common stocks of 500 of the largest companies traded in the United States and selected by SP Global Ratings.
Index Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Index Plus. 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 Index Plus 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 Index Plus' important profitability drivers and their relationship over time.
Use Index Plus 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 Index Plus 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 Index Plus will appreciate offsetting losses from the drop in the long position's value.Index Plus Pair Trading
Index Plus Largecap Pair Trading Analysis
The ability to find closely correlated positions to Index Plus could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Index Plus 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 Index Plus - 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 Index Plus Largecap to buy it.
The correlation of Index Plus 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 Index Plus moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Index Plus Largecap 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 Index Plus 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 Index Plus position
In addition to having Index Plus 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 Government Funds Thematic Idea Now
Government Funds
Funds or Etfs that invest in fixed income securities issued by national government to finance government spending or to facilitate Federal Reserve monetary policies. The Government Funds theme has 48 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 Government Funds Theme or any other thematic opportunities.
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Other Information on Investing in Index Mutual Fund
To fully project Index Plus' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Index Plus Largecap 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 Index Plus' income statement, its balance sheet, and the statement of cash flows.
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