Vulcan Value Cash Position Weight vs. One Year Return

VVPSX Fund  USD 12.79  0.08  0.63%   
Based on the measurements of profitability obtained from Vulcan Value's financial statements, Vulcan Value Partners may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Vulcan Value's ability to earn profits and add value for shareholders.
For Vulcan Value profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Vulcan Value to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Vulcan Value Partners utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Vulcan Value's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Vulcan Value Partners over time as well as its relative position and ranking within its peers.
  
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Please note, there is a significant difference between Vulcan Value's value and its price as these two are different measures arrived at by different means. Investors typically determine if Vulcan Value is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Vulcan Value's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Vulcan Value Partners One Year Return vs. Cash Position Weight Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Vulcan Value's current stock value. Our valuation model uses many indicators to compare Vulcan Value value to that of its competitors to determine the firm's financial worth.
Vulcan Value Partners is presently regarded as number one fund in cash position weight among similar funds. It also is presently regarded as number one fund in one year return among similar funds reporting about  7.13  of One Year Return per Cash Position Weight. 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 Vulcan Value's earnings, one of the primary drivers of an investment's value.

Vulcan One Year Return vs. Cash Position Weight

Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.

Vulcan Value

Cash Percentage

 = 

% of Cash

in the fund

 = 
2.21 %
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.

Vulcan Value

One Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
15.76 %
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.

Vulcan One Year Return Comparison

Vulcan Value is currently under evaluation in one year return among similar funds.

Vulcan Value Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Vulcan Value, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Vulcan Value will eventually generate negative long term returns. The profitability progress is the general direction of Vulcan Value's change in net profit over the period of time. It can combine multiple indicators of Vulcan Value, 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 long-term capital appreciation by investing primarily in publicly traded small-cap companies the fund believes to be both undervalued and possessing a sustainable competitive advantage. The fund seeks to determine business or intrinsic value through disciplined financial analysis. The fund may invest up to 30 percent of net assets in publicly traded foreign securities and may hold up to 15 percent of net assets in illiquid securities. It is non-diversified.

Vulcan Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Vulcan Value. 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 Vulcan Value 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 Vulcan Value's important profitability drivers and their relationship over time.

Use Vulcan Value 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 Vulcan Value 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 Vulcan Value will appreciate offsetting losses from the drop in the long position's value.

Vulcan Value Pair Trading

Vulcan Value Partners Pair Trading Analysis

The ability to find closely correlated positions to Vulcan Value could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Vulcan Value 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 Vulcan Value - 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 Vulcan Value Partners to buy it.
The correlation of Vulcan Value 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 Vulcan Value moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Vulcan Value Partners 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 Vulcan Value 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.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Vulcan Value position

In addition to having Vulcan Value 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.

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Broad Sovereign ETFs
Broad Sovereign ETFs Theme
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Broad Sovereign ETFs theme has 14 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 Broad Sovereign ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Vulcan Mutual Fund

To fully project Vulcan Value's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Vulcan Value Partners 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 Vulcan Value's income statement, its balance sheet, and the statement of cash flows.
Potential Vulcan Value investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Vulcan Value investors may work on each financial statement separately, they are all related. The changes in Vulcan Value's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Vulcan Value's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
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