Small Pany Price To Earning vs. Five Year Return
| WSCGX Fund | USD 40.78 0.62 1.54% |
For Small Pany profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Small Pany to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Small Pany Growth utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Small Pany's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Small Pany Growth over time as well as its relative position and ranking within its peers.
Small |
Small Pany Growth Five Year Return vs. Price To Earning Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Small Pany's current stock value. Our valuation model uses many indicators to compare Small Pany value to that of its competitors to determine the firm's financial worth. Small Pany Growth is presently regarded as number one fund in price to earning among similar funds. It also is presently regarded as number one fund in five year return among similar funds reporting about 0.40 of Five Year Return per Price To Earning. The ratio of Price To Earning to Five Year Return for Small Pany Growth is roughly 2.51 . 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 Small Pany's earnings, one of the primary drivers of an investment's value.Small 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.
Small Pany |
| = | 22.13 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.
Small Pany |
| = | 8.81 % |
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.
Small Five Year Return Comparison
Small Pany is currently under evaluation in five year return among similar funds.
Small Pany Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Small Pany, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Small Pany will eventually generate negative long term returns. The profitability progress is the general direction of Small Pany's change in net profit over the period of time. It can combine multiple indicators of Small Pany, 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 at least 80 percent of its net assets in equity securities of small-capitalization companies. It is a feeder fund that invests substantially all of its assets in the Small Company Growth Portfolio, a master portfolio with a substantially identical investment objective and substantially similar investment strategies. The fund invests principally in equity securities of small-capitalization companies, which the managers define as companies with market capitalizations within the range of the Russell 2000 Index at the time of purchase.
Small Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Small Pany. 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 Small Pany 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 Small Pany's important profitability drivers and their relationship over time.
Use Small Pany 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 Small Pany 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 Small Pany will appreciate offsetting losses from the drop in the long position's value.Small Pany Pair Trading
Small Pany Growth Pair Trading Analysis
The ability to find closely correlated positions to Small Pany could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Small Pany 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 Small Pany - 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 Small Pany Growth to buy it.
The correlation of Small Pany 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 Small Pany moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Small Pany Growth 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 Small Pany 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 Small Pany position
In addition to having Small Pany 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 Toys Thematic Idea Now
Toys
Companies producing and distributing toys and different gaming products for kids. The Toys theme has 47 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 Toys Theme or any other thematic opportunities.
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Other Information on Investing in Small Mutual Fund
To fully project Small Pany's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Small Pany Growth 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 Small Pany's income statement, its balance sheet, and the statement of cash flows.
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