Partners Value Price To Earning vs. Five Year Return
| WPVIX Fund | USD 37.81 0.03 0.08% |
For Partners Value profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Partners Value to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Partners Value Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Partners Value's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Partners Value Fund over time as well as its relative position and ranking within its peers.
Partners |
Partners Value Five Year Return vs. Price To Earning Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Partners Value's current stock value. Our valuation model uses many indicators to compare Partners Value value to that of its competitors to determine the firm's financial worth. Partners Value Fund is presently regarded as number one fund in price to earning among similar funds. It is rated third in five year return among similar funds reporting about 0.49 of Five Year Return per Price To Earning. The ratio of Price To Earning to Five Year Return for Partners Value Fund is roughly 2.04 . 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 Partners Value's earnings, one of the primary drivers of an investment's value.Partners Five Year Return vs. Price To Earning
Price to Earnings ratio is typically used for current valuation of a company and is one of the most popular ratios that investors monitor daily. Holding a low PE stock is less risky because when a company's profitability falls, it is likely that earnings will also go down as well. In other words, if you start from a lower position, your downside risk is limited. There are also some investors who believe that low Price to Earnings ratio reflects the low pricing because a given company is in trouble. On the other hand, a higher PE ratio means that investors are paying more for each unit of profit.
Partners Value |
| = | 18.82 X |
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
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.
Partners Value |
| = | 9.23 % |
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.
Partners Five Year Return Comparison
Partners Value is currently under evaluation in five year return among similar funds.
Partners Value Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Partners Value, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Partners Value will eventually generate negative long term returns. The profitability progress is the general direction of Partners Value's change in net profit over the period of time. It can combine multiple indicators of Partners 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 funds investment strategy is to buy above-average to highest-quality businesses, at prices that the advisor believes are less than what the companies are worth. The fund is a multi-cap fund and may invest in securities of any market capitalization. Under normal circumstances, the fund will invest at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in equity securities of companies with market capitalizations that would be included in the Russell 3000 Index.
Partners Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Partners 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 Partners 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 Partners Value's important profitability drivers and their relationship over time.
Use Partners 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 Partners 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 Partners Value will appreciate offsetting losses from the drop in the long position's value.Partners Value Pair Trading
Partners Value Fund Pair Trading Analysis
The ability to find closely correlated positions to Partners 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 Partners 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 Partners 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 Partners Value Fund to buy it.
The correlation of Partners 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 Partners Value moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Partners Value 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 Partners 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.Use Investing Themes to Complement your Partners Value position
In addition to having Partners 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.Did You Try This Idea?
Run Printing and Publishing Thematic Idea Now
Printing and Publishing
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Printing and Publishing theme has 21 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 Printing and Publishing Theme or any other thematic opportunities.
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Other Information on Investing in Partners Mutual Fund
To fully project Partners Value's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Partners Value 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 Partners Value's income statement, its balance sheet, and the statement of cash flows.
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