Chautauqua Global Five Year Return vs. Annual Yield
| CCGIX Fund | USD 23.89 0.05 0.21% |
For Chautauqua Global profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Chautauqua Global to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Chautauqua Global Growth utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Chautauqua Global's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Chautauqua Global Growth over time as well as its relative position and ranking within its peers.
Chautauqua |
Chautauqua Global Growth Annual Yield vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Chautauqua Global's current stock value. Our valuation model uses many indicators to compare Chautauqua Global value to that of its competitors to determine the firm's financial worth. Chautauqua Global Growth is the top fund in five year return among similar funds. It also is the top fund in annual yield among similar funds . The ratio of Five Year Return to Annual Yield for Chautauqua Global Growth is about 3,314 . 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 Chautauqua Global's earnings, one of the primary drivers of an investment's value.Chautauqua Annual Yield 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.
Chautauqua Global |
| = | 11.27 % |
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.
Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Chautauqua Global |
| = | 0 % |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Chautauqua Annual Yield Comparison
Chautauqua Global is currently under evaluation in annual yield among similar funds.
Chautauqua Global Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Chautauqua Global, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Chautauqua Global will eventually generate negative long term returns. The profitability progress is the general direction of Chautauqua Global's change in net profit over the period of time. It can combine multiple indicators of Chautauqua Global, 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 equity securities of both U.S. and non-U.S. companies with medium to large market capitalizations . It will invest at least 40 percent of its total assets at the time of purchase in non-U.S. companies. The fund will normally be diversified among at least three different countries, including the United States. It invests in developed markets and emerging markets.
Chautauqua Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Chautauqua Global. 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 Chautauqua Global 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 Chautauqua Global's important profitability drivers and their relationship over time.
Use Chautauqua Global 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 Chautauqua Global 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 Chautauqua Global will appreciate offsetting losses from the drop in the long position's value.Chautauqua Global Pair Trading
Chautauqua Global Growth Pair Trading Analysis
The ability to find closely correlated positions to Chautauqua Global could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Chautauqua Global 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 Chautauqua Global - 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 Chautauqua Global Growth to buy it.
The correlation of Chautauqua Global 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 Chautauqua Global moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Chautauqua Global Growth 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 Chautauqua Global 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 Chautauqua Global position
In addition to having Chautauqua Global 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 Services Thematic Idea Now
Services
Companies involved in delivering services to business or consumers across different industries and sectors. The Services theme has 30 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 Services Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Chautauqua Mutual Fund
To fully project Chautauqua Global's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Chautauqua Global Growth 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 Chautauqua Global's income statement, its balance sheet, and the statement of cash flows.
| Premium Stories Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope | |
| Stock Screener Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes |