Small Company Year To Date Return vs. Cash Position Weight
| WSMVX Fund | USD 31.15 0.46 1.50% |
For Small Company profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Small Company to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Small Pany Value utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Small Company's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Small Pany Value over time as well as its relative position and ranking within its peers.
Small |
Small Pany Value Cash Position Weight vs. Year To Date Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Small Company's current stock value. Our valuation model uses many indicators to compare Small Company value to that of its competitors to determine the firm's financial worth. Small Pany Value is presently regarded as number one fund in year to date return among similar funds. It also is presently regarded as number one fund in cash position weight among similar funds creating about 0.06 of Cash Position Weight per Year To Date Return. The ratio of Year To Date Return to Cash Position Weight for Small Pany Value is roughly 16.23 . 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 Company's earnings, one of the primary drivers of an investment's value.Small Cash Position Weight vs. Year To Date Return
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Small Company |
| = | 16.56 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Small Company |
| = | 1.02 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Small Cash Position Weight Comparison
Small Pany is currently under evaluation in cash position weight among similar funds.
Small Company Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Small Company, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Small Company will eventually generate negative long term returns. The profitability progress is the general direction of Small Company's change in net profit over the period of time. It can combine multiple indicators of Small Company, 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 substantially all of its assets in the common stock of companies with smaller market capitalizations-generally within the range of companies comprising the Russell 2000 Value Index. It invests, generally, in companies with relatively low price to book value ratios, relatively low price to earnings ratios and relatively high dividend yields .
Small Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Small Company. 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 Company 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 Company's important profitability drivers and their relationship over time.
Use Small Company 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 Company 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 Company will appreciate offsetting losses from the drop in the long position's value.Small Company Pair Trading
Small Pany Value Pair Trading Analysis
The ability to find closely correlated positions to Small Company 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 Company 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 Company - 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 Value to buy it.
The correlation of Small Company 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 Company moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Small Pany 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 Small Company 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 Company position
In addition to having Small Company 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 Impulse Thematic Idea Now
Impulse
Large corporations operating in retail, broadcasting, energy, airlines and telecom sectors. The Impulse theme has 49 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 Impulse Theme or any other thematic opportunities.
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Other Information on Investing in Small Mutual Fund
To fully project Small Company'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 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 Small Company's income statement, its balance sheet, and the statement of cash flows.
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