Cambiar Smid One Year Return vs. Price To Sales
| CAMMX Fund | USD 25.57 0.04 0.16% |
For Cambiar Smid profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Cambiar Smid to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Cambiar Smid Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Cambiar Smid's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Cambiar Smid Fund over time as well as its relative position and ranking within its peers.
Cambiar |
Cambiar Smid Price To Sales vs. One Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Cambiar Smid's current stock value. Our valuation model uses many indicators to compare Cambiar Smid value to that of its competitors to determine the firm's financial worth. Cambiar Smid Fund is the top fund in one year return among similar funds. It also is the top fund in price to sales among similar funds fabricating about 0.10 of Price To Sales per One Year Return. The ratio of One Year Return to Price To Sales for Cambiar Smid Fund is roughly 10.43 . 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 Cambiar Smid's earnings, one of the primary drivers of an investment's value.Cambiar Price To Sales vs. One Year Return
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.
Cambiar Smid |
| = | 12.52 % |
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.
Price to Sales ratio is typically used for valuing equity relative to its own past performance as well as to performance of other companies or market indexes. In most cases, the lower the ratio, the better it is for investors. However, it is advisable for investors to exercise caution when looking at price-to-sales ratios across different industries.
Cambiar Smid |
| = | 1.20 X |
The most critical factor to remember is that the price of equity takes a firm's debt into account, whereas the sales indicators do not consider financial leverage. Generally speaking, Price to Sales ratio shows how much market values every dollar of the company's sales.
Cambiar Price To Sales Comparison
Cambiar Smid is currently under evaluation in price to sales among similar funds.
Cambiar Smid Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Cambiar Smid, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Cambiar Smid will eventually generate negative long term returns. The profitability progress is the general direction of Cambiar Smid's change in net profit over the period of time. It can combine multiple indicators of Cambiar Smid, 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 normally invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in common stocks of small- to mid-sized companies. The adviser considers small- and mid-sized companies to be those with market capitalizations not greater than either that of the largest company in the Russell 2500 Value Index or 12 billion, whichever is greater at the time of initial purchase.
Cambiar Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Cambiar Smid. 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 Cambiar Smid 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 Cambiar Smid's important profitability drivers and their relationship over time.
Use Cambiar Smid 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 Cambiar Smid 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 Cambiar Smid will appreciate offsetting losses from the drop in the long position's value.Cambiar Smid Pair Trading
Cambiar Smid Fund Pair Trading Analysis
The ability to find closely correlated positions to Cambiar Smid could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Cambiar Smid 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 Cambiar Smid - 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 Cambiar Smid Fund to buy it.
The correlation of Cambiar Smid 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 Cambiar Smid moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Cambiar Smid 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 Cambiar Smid 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 Cambiar Smid position
In addition to having Cambiar Smid 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 Stores Thematic Idea Now
Stores
Companies providing different types of retail and wholesale services. The Stores theme has 41 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 Stores Theme or any other thematic opportunities.
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Other Information on Investing in Cambiar Mutual Fund
To fully project Cambiar Smid's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Cambiar Smid 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 Cambiar Smid's income statement, its balance sheet, and the statement of cash flows.
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