Cap ISR Three Year Return vs. Five Year Return
| 0P0001338C | EUR 5.94 0.10 1.66% |
For Cap ISR profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Cap ISR to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Cap ISR Actions utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Cap ISR's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Cap ISR Actions over time as well as its relative position and ranking within its peers.
Cap |
Cap ISR Actions Five Year Return vs. Three Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Cap ISR's current stock value. Our valuation model uses many indicators to compare Cap ISR value to that of its competitors to determine the firm's financial worth. Cap ISR Actions is fourth largest fund in three year return among similar funds. It is rated below average in five year return among similar funds . Comparative valuation analysis is a catch-all model that can be used if you cannot value Cap ISR by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Cap ISR'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.Cap Five Year Return vs. Three Year Return
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Cap ISR |
| = | (0.60) % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
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.
Cap ISR |
| = | (0.49) % |
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.
Cap Five Year Return Comparison
Cap ISR is fifth largest fund in five year return among similar funds.
Cap ISR Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Cap ISR, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Cap ISR will eventually generate negative long term returns. The profitability progress is the general direction of Cap ISR's change in net profit over the period of time. It can combine multiple indicators of Cap ISR, 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.
Cap ISR is traded on Frankfurt Stock Exchange in Germany.
Cap Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Cap ISR. 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 Cap ISR 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 Cap ISR's important profitability drivers and their relationship over time.
Use Cap ISR 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 Cap ISR 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 Cap ISR will appreciate offsetting losses from the drop in the long position's value.Cap ISR Pair Trading
Cap ISR Actions Pair Trading Analysis
The ability to find closely correlated positions to Cap ISR could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Cap ISR 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 Cap ISR - 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 Cap ISR Actions to buy it.
The correlation of Cap ISR 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 Cap ISR moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Cap ISR Actions 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 Cap ISR 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 Cap ISR position
In addition to having Cap ISR 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 Theme ETFs Thematic Idea Now
Theme ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Theme ETFs theme has 484 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 Theme ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Cap Fund
To fully project Cap ISR's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Cap ISR Actions 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 Cap ISR's income statement, its balance sheet, and the statement of cash flows.
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