Limited Duration Three Year Return vs. One Year Return
| AASTX Fund | USD 9.26 0.02 0.22% |
For Limited Duration profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Limited Duration to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Limited Duration Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Limited Duration's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Limited Duration Fund over time as well as its relative position and ranking within its peers.
Limited |
Limited Duration One Year Return vs. Three Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Limited Duration's current stock value. Our valuation model uses many indicators to compare Limited Duration value to that of its competitors to determine the firm's financial worth. Limited Duration Fund is second largest fund in three year return among similar funds. It also is second largest fund in one year return among similar funds reporting about 4.53 of One Year Return per Three Year Return. 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 Limited Duration's earnings, one of the primary drivers of an investment's value.Limited One 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.
Limited Duration |
| = | 1.33 % |
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.
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.
Limited Duration |
| = | 6.04 % |
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.
Limited One Year Return Comparison
Limited Duration is the top fund in one year return among similar funds.
Limited Duration Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Limited Duration, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Limited Duration will eventually generate negative long term returns. The profitability progress is the general direction of Limited Duration's change in net profit over the period of time. It can combine multiple indicators of Limited Duration, 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 primarily in debt obligations such as bonds, notes and debentures, and bills issued by U.S. corporations or by the U.S. government, its agencies or instrumentalities, municipal securities, mortgage-backed securities, asset-backed securities, and collateralized mortgage obligations and fixed income ETFs. It invests at least 80 percent of its net assets in bonds and maintains an average portfolio duration of less than three and one-half years. The fund normally invests at least 65 percent of its net assets in interest-bearing bonds.
Limited Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Limited Duration. 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 Limited Duration 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 Limited Duration's important profitability drivers and their relationship over time.
Use Limited Duration 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 Limited Duration 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 Limited Duration will appreciate offsetting losses from the drop in the long position's value.Limited Duration Pair Trading
Limited Duration Fund Pair Trading Analysis
The ability to find closely correlated positions to Limited Duration could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Limited Duration 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 Limited Duration - 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 Limited Duration Fund to buy it.
The correlation of Limited Duration 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 Limited Duration moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Limited Duration 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 Limited Duration 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 Limited Duration position
In addition to having Limited Duration 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 Aggressive Defence Thematic Idea Now
Aggressive Defence
Macroaxis small cap, aggressive-outlook picks designed for investors that are willing to accept higher levels of risk to hedge exposure to above-average market volatility. The Aggressive Defence theme has 50 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 Aggressive Defence Theme or any other thematic opportunities.
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Other Information on Investing in Limited Mutual Fund
To fully project Limited Duration's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Limited Duration 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 Limited Duration's income statement, its balance sheet, and the statement of cash flows.
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