Azzad Wise Ten Year Return vs. Bond Positions Weight
| WISEX Fund | USD 10.80 0.00 0.00% |
For Azzad Wise profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Azzad Wise to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Azzad Wise Capital utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Azzad Wise's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Azzad Wise Capital over time as well as its relative position and ranking within its peers.
Azzad |
Azzad Wise Capital Bond Positions Weight vs. Ten Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Azzad Wise's current stock value. Our valuation model uses many indicators to compare Azzad Wise value to that of its competitors to determine the firm's financial worth. Azzad Wise Capital is presently regarded as number one fund in ten year return among similar funds. It also is presently regarded as number one fund in bond positions weight among similar funds creating about 36.24 of Bond Positions Weight per Ten Year Return. 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 Azzad Wise's earnings, one of the primary drivers of an investment's value.Azzad Bond Positions Weight vs. Ten Year Return
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Azzad Wise |
| = | 2.16 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Azzad Wise |
| = | 78.27 % |
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
Azzad Bond Positions Weight Comparison
Azzad Wise is currently under evaluation in bond positions weight among similar funds.
Azzad Wise Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Azzad Wise, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Azzad Wise will eventually generate negative long term returns. The profitability progress is the general direction of Azzad Wise's change in net profit over the period of time. It can combine multiple indicators of Azzad Wise, 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 invests primarily in fixed income securities issued for payment by international financial institutions, foreign governments, and agencies of foreign governments in transactions structured to be compliant with the funds ethical investment guidelines. It does not invest in corporations that derive substantial revenue from alcohol, tobacco, pornography, pork, gambling, hydraulic fracturing, private prisons, or weapons industries as determined by the Adviser.
Azzad Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Azzad Wise. 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 Azzad Wise 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 Azzad Wise's important profitability drivers and their relationship over time.
Use Azzad Wise 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 Azzad Wise 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 Azzad Wise will appreciate offsetting losses from the drop in the long position's value.Azzad Wise Pair Trading
Azzad Wise Capital Pair Trading Analysis
The ability to find closely correlated positions to Azzad Wise could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Azzad Wise 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 Azzad Wise - 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 Azzad Wise Capital to buy it.
The correlation of Azzad Wise 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 Azzad Wise moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Azzad Wise Capital 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 Azzad Wise 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 Azzad Wise position
In addition to having Azzad Wise 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 Insurance Providers Thematic Idea Now
Insurance Providers
Companies providing all types of insurance and insurance services. The Insurance Providers theme has 37 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 Insurance Providers Theme or any other thematic opportunities.
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Other Information on Investing in Azzad Mutual Fund
To fully project Azzad Wise's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Azzad Wise Capital 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 Azzad Wise's income statement, its balance sheet, and the statement of cash flows.
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