Brown Capital Net Asset vs. One Year Return
| BCISX Fund | USD 17.89 0.15 0.85% |
For Brown Capital profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Brown Capital to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well The Brown Capital utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Brown Capital's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of The Brown Capital over time as well as its relative position and ranking within its peers.
Brown |
Brown Capital One Year Return vs. Net Asset Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Brown Capital's current stock value. Our valuation model uses many indicators to compare Brown Capital value to that of its competitors to determine the firm's financial worth. The Brown Capital is the top fund in net asset among similar funds. It also is the top fund in one year return among similar funds . The ratio of Net Asset to One Year Return for The Brown Capital is about 4,731,551 . 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 Brown Capital's earnings, one of the primary drivers of an investment's value.Brown One Year Return vs. Net Asset
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.
Brown Capital |
| = | 70.22 M |
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.
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.
Brown Capital |
| = | 14.84 % |
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.
Brown One Year Return Comparison
Brown Capital is currently under evaluation in one year return among similar funds.
Brown Capital Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Brown Capital, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Brown Capital will eventually generate negative long term returns. The profitability progress is the general direction of Brown Capital's change in net profit over the period of time. It can combine multiple indicators of Brown 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 fund invests substantially all of its assets in the equity securities of non-U.S. based companies. It typically invests in common stocks. The fund does not choose its portfolio companies based on a reference to market capitalization. Rather, the focus of the it is on the revenue produced by the issuer of the securities. The fund typically holds a portfolio of between 40 to 70 securities which the Advisor believes have the potential for growth.
Brown Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Brown 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 Brown 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 Brown Capital's important profitability drivers and their relationship over time.
Use Brown 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 Brown 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 Brown Capital will appreciate offsetting losses from the drop in the long position's value.Brown Capital Pair Trading
The Brown Capital Pair Trading Analysis
The ability to find closely correlated positions to Brown 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 Brown 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 Brown 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 The Brown Capital to buy it.
The correlation of Brown 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 Brown Capital moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Brown Capital 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 Brown 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 Brown Capital position
In addition to having Brown 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 Electrical Equipment Thematic Idea Now
Electrical Equipment
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Electrical Equipment 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 Electrical Equipment Theme or any other thematic opportunities.
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Other Information on Investing in Brown Mutual Fund
To fully project Brown Capital's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Brown Capital 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 Brown Capital's income statement, its balance sheet, and the statement of cash flows.
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