Abbey Capital Five Year Return vs. Year To Date Return
| ABYAX Fund | USD 11.03 0.01 0.09% |
For Abbey Capital profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Abbey Capital to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Abbey Capital Futures utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Abbey Capital's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Abbey Capital Futures over time as well as its relative position and ranking within its peers.
Abbey |
Abbey Capital Futures Year To Date Return vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Abbey Capital's current stock value. Our valuation model uses many indicators to compare Abbey Capital value to that of its competitors to determine the firm's financial worth. Abbey Capital Futures is the top fund in five year return among similar funds. It also is the top fund in year to date return among similar funds creating about 0.11 of Year To Date Return per Five Year Return. The ratio of Five Year Return to Year To Date Return for Abbey Capital Futures is roughly 9.26 . 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 Abbey Capital's earnings, one of the primary drivers of an investment's value.Abbey Year To Date Return vs. Five Year Return
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.
Abbey Capital |
| = | 4.19 % |
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.
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.
Abbey Capital |
| = | 0.45 % |
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.
Abbey Year To Date Return Comparison
Abbey Capital is currently under evaluation in year to date return among similar funds.
Abbey Capital Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Abbey Capital, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Abbey Capital will eventually generate negative long term returns. The profitability progress is the general direction of Abbey Capital's change in net profit over the period of time. It can combine multiple indicators of Abbey Capital, 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 adviser allocates the funds assets between a Managed Futures strategy and a Fixed Income strategy. The Managed Futures strategy will be achieved by investing a portion of its assets in the Onshore Subsidiary and up to 25 percent of its total assets in the Cayman Subsidiary. The Fixed Income strategy invests its assets primarily in investment grade fixed income securities in order to generate interest income and capital appreciation, which may add diversification to the returns generated by its Managed Futures strategy. It is non-diversified.
Abbey Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Abbey Capital. 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 Abbey Capital 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 Abbey Capital's important profitability drivers and their relationship over time.
Use Abbey Capital 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 Abbey Capital 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 Abbey Capital will appreciate offsetting losses from the drop in the long position's value.Abbey Capital Pair Trading
Abbey Capital Futures Pair Trading Analysis
The ability to find closely correlated positions to Abbey Capital could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Abbey Capital 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 Abbey Capital - 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 Abbey Capital Futures to buy it.
The correlation of Abbey Capital 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 Abbey Capital moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Abbey Capital Futures 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 Abbey Capital 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 Abbey Capital position
In addition to having Abbey Capital 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 Construction Materials Thematic Idea Now
Construction Materials
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Construction Materials theme has 61 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 Construction Materials Theme or any other thematic opportunities.
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Other Information on Investing in Abbey Mutual Fund
To fully project Abbey Capital's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Abbey Capital Futures 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 Abbey Capital's income statement, its balance sheet, and the statement of cash flows.
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