TD Index Minimum Initial Investment vs. Ten Year Return
| 0P000071W8 | CAD 150.61 1.72 1.13% |
For TD Index profitability analysis, we use financial ratios and fundamental drivers that measure the ability of TD Index to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well TD Index Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between TD Index's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of TD Index Fund over time as well as its relative position and ranking within its peers.
0P000071W8 |
TD Index Fund Ten Year Return vs. Minimum Initial Investment Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining TD Index's current stock value. Our valuation model uses many indicators to compare TD Index value to that of its competitors to determine the firm's financial worth. TD Index Fund is fourth largest fund in minimum initial investment among similar funds. It is rated below average in ten year return among similar funds reporting about 0.15 of Ten Year Return per Minimum Initial Investment. The ratio of Minimum Initial Investment to Ten Year Return for TD Index Fund is roughly 6.84 . Comparative valuation analysis is a catch-all model that can be used if you cannot value TD Index by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for TD Index's Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued.0P000071W8 Ten Year Return vs. Minimum Initial Investment
Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
TD Index |
| = | 100 |
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
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.
TD Index |
| = | 14.61 % |
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.
0P000071W8 Ten Year Return Comparison
TD Index is fourth largest fund in ten year return among similar funds.
TD Index Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in TD Index, profitability is also one of the essential criteria for including it into their portfolios because, without profit, TD Index will eventually generate negative long term returns. The profitability progress is the general direction of TD Index's change in net profit over the period of time. It can combine multiple indicators of TD Index, 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 fundamental investment objective is to provide long-term growth of capital by primarily purchasing U.S. equity securities to track the performance of the SP 500 Total Return Index . TD U is traded on Toronto Stock Exchange in Canada.
0P000071W8 Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on TD Index. 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 TD Index 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 TD Index's important profitability drivers and their relationship over time.
Use TD Index 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 TD Index 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 TD Index will appreciate offsetting losses from the drop in the long position's value.TD Index Pair Trading
TD Index Fund Pair Trading Analysis
The ability to find closely correlated positions to TD Index could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace TD Index 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 TD Index - 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 TD Index Fund to buy it.
The correlation of TD Index 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 TD Index moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if TD Index Fund 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 TD Index 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 TD Index position
In addition to having TD Index 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 Money Funds Thematic Idea Now
Money Funds
Funds or Etfs that invest most if their asset in companies from financial sector such as commercial banks, insurance companies, investment funds, and real estate. The Money Funds theme has 32 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 Money Funds Theme or any other thematic opportunities.
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Other Information on Investing in 0P000071W8 Fund
To fully project TD Index's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of TD Index Fund 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 TD Index's income statement, its balance sheet, and the statement of cash flows.
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