Boyd Watterson Year To Date Return vs. One Year Return
| BWDIX Fund | USD 9.80 0.02 0.20% |
For Boyd Watterson profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Boyd Watterson to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Boyd Watterson Limited utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Boyd Watterson's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Boyd Watterson Limited over time as well as its relative position and ranking within its peers.
Boyd |
Boyd Watterson One Year Return vs. Year To Date Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Boyd Watterson's current stock value. Our valuation model uses many indicators to compare Boyd Watterson value to that of its competitors to determine the firm's financial worth. Boyd Watterson Limited is rated below average in year to date return among similar funds. It also is rated below average in one year return among similar funds reporting about 1.05 of One Year Return per Year To Date 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 Boyd Watterson's earnings, one of the primary drivers of an investment's value.Boyd One Year Return vs. Year To Date Return
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.
Boyd Watterson |
| = | 6.30 % |
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.
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.
Boyd Watterson |
| = | 6.63 % |
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.
Boyd One Year Return Comparison
Boyd Watterson is rated below average in one year return among similar funds.
Boyd Watterson Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Boyd Watterson, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Boyd Watterson will eventually generate negative long term returns. The profitability progress is the general direction of Boyd Watterson's change in net profit over the period of time. It can combine multiple indicators of Boyd Watterson, 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 a majority of its assets in investments in domestic, and U.S. dollar denominated foreign, income-producing securities. These securities are below investment-grade and investment grade fixed income securities, asset-backed securities, hybrid corporate securities that combine equity and debt characteristics such as preferred stocks, bank loans, and U.S. government securities, and equity securities.
Boyd Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Boyd Watterson. 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 Boyd Watterson 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 Boyd Watterson's important profitability drivers and their relationship over time.
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Use Investing Themes to Complement your Boyd Watterson position
In addition to having Boyd Watterson 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?
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Broad Municipals ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Broad Municipals ETFs theme has 51 constituents at this time.
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Other Information on Investing in Boyd Mutual Fund
To fully project Boyd Watterson's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Boyd Watterson 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 Boyd Watterson's income statement, its balance sheet, and the statement of cash flows.
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