Mawer Global One Year Return vs. Bond Positions Weight
| 0P00009XRG | CAD 16.20 0.06 0.37% |
For Mawer Global profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Mawer Global to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Mawer Global Small utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Mawer Global's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Mawer Global Small over time as well as its relative position and ranking within its peers.
Mawer |
Mawer Global Small Bond Positions Weight vs. One Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Mawer Global's current stock value. Our valuation model uses many indicators to compare Mawer Global value to that of its competitors to determine the firm's financial worth. Mawer Global Small is rated below average in one year return among similar funds. It is second largest fund in bond positions weight among similar funds . Comparative valuation analysis is a catch-all model that can be used if you cannot value Mawer Global by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Mawer Global'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.Mawer Bond Positions Weight vs. One Year Return
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Mawer Global |
| = | (1.64) % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Mawer Global |
| = | 0.24 % |
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
Mawer Global Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Mawer Global, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Mawer Global will eventually generate negative long term returns. The profitability progress is the general direction of Mawer Global's change in net profit over the period of time. It can combine multiple indicators of Mawer Global, 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 objective of the Mawer Global Small Cap Fund is to provide above-average long-term, risk-adjusted returns by investing primarily in securities of smaller companies around the world. Mawer Global is traded on Toronto Stock Exchange in Canada.
Mawer Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Mawer Global. 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 Mawer Global 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 Mawer Global's important profitability drivers and their relationship over time.
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Other Information on Investing in Mawer Fund
To fully project Mawer Global's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Mawer Global Small 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 Mawer Global's income statement, its balance sheet, and the statement of cash flows.
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