Value Line Net Asset vs. Five Year Return
| VLIIX Fund | USD 13.22 0.05 0.38% |
For Value Line profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Value Line to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Value Line Income utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Value Line's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Value Line Income over time as well as its relative position and ranking within its peers.
Value |
Value Line Income Five Year Return vs. Net Asset Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Value Line's current stock value. Our valuation model uses many indicators to compare Value Line value to that of its competitors to determine the firm's financial worth. Value Line Income is rated fourth in net asset among similar funds. It is presently regarded as number one fund in five year return among similar funds . The ratio of Net Asset to Five Year Return for Value Line Income is about 34,700,098 . 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 Value Line's earnings, one of the primary drivers of an investment's value.Value Five Year Return vs. Net Asset
Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Value Line |
| = | 422.38 M |
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
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.
Value Line |
| = | 12.17 % |
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.
Value Five Year Return Comparison
Value Line is currently under evaluation in five year return among similar funds.
Value Line Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Value Line, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Value Line will eventually generate negative long term returns. The profitability progress is the general direction of Value Line's change in net profit over the period of time. It can combine multiple indicators of Value Line, 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 allocates its assets amongst equity securities, fixed income securities and money market instruments. Value Line is traded on NASDAQ Exchange in the United States.
Value Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Value Line. 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 Value Line 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 Value Line's important profitability drivers and their relationship over time.
Use Value Line 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 Value Line 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 Value Line will appreciate offsetting losses from the drop in the long position's value.Value Line Pair Trading
Value Line Income Pair Trading Analysis
The ability to find closely correlated positions to Value Line could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Value Line 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 Value Line - 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 Value Line Income to buy it.
The correlation of Value Line 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 Value Line moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Value Line Income 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 Value Line 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 Value Line position
In addition to having Value Line 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 Investment Grade ETFs Thematic Idea Now
Investment Grade ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Investment Grade ETFs theme has 263 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 Investment Grade ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Value Mutual Fund
To fully project Value Line's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Value Line Income 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 Value Line's income statement, its balance sheet, and the statement of cash flows.
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