Access Flex Five Year Return vs. Net Asset
| AFBIX Fund | USD 28.99 0.09 0.31% |
For Access Flex profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Access Flex to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Access Flex Bear utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Access Flex's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Access Flex Bear over time as well as its relative position and ranking within its peers.
Access |
Access Flex Bear Net Asset vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Access Flex's current stock value. Our valuation model uses many indicators to compare Access Flex value to that of its competitors to determine the firm's financial worth. Access Flex Bear is the top fund in five year return among similar funds. It also is the top fund in net asset among similar funds . 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 Access Flex's earnings, one of the primary drivers of an investment's value.Access Net Asset 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.
Access Flex |
| = | (2.76) % |
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.
Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Access Flex |
| = | 680 K |
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
Access Net Asset Comparison
Access Flex is currently under evaluation in net asset among similar funds.
Access Flex Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Access Flex, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Access Flex will eventually generate negative long term returns. The profitability progress is the general direction of Access Flex's change in net profit over the period of time. It can combine multiple indicators of Access Flex, 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 financial instruments that the fund Advisors believes, in combination, should provide investment results that correspond generally to the inverse of the high yield market. It seeks to maintain inverse exposure to the high yield market regardless of market conditions and without taking defensive positions in cash or other instruments in anticipation of periods favorable for the high yield market. The fund is non-diversified.
Access Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Access Flex. 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 Access Flex 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 Access Flex's important profitability drivers and their relationship over time.
Use Access Flex 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 Access Flex 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 Access Flex will appreciate offsetting losses from the drop in the long position's value.Access Flex Pair Trading
Access Flex Bear Pair Trading Analysis
The ability to find closely correlated positions to Access Flex could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Access Flex 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 Access Flex - 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 Access Flex Bear to buy it.
The correlation of Access Flex 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 Access Flex moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Access Flex Bear 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 Access Flex 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 Access Flex position
In addition to having Access Flex 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 Retail Thematic Idea Now
Retail
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Retail 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 Retail Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Access Mutual Fund
To fully project Access Flex's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Access Flex Bear 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 Access Flex's income statement, its balance sheet, and the statement of cash flows.
| Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios | |
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories |