Cargile Fund Five Year Return vs. Year To Date Return
| CFNDX Fund | USD 8.89 0.01 0.11% |
For Cargile Fund profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Cargile Fund to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Cargile Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Cargile Fund's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Cargile Fund over time as well as its relative position and ranking within its peers.
Cargile |
Cargile Fund Year To Date Return vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Cargile Fund's current stock value. Our valuation model uses many indicators to compare Cargile Fund value to that of its competitors to determine the firm's financial worth. Cargile Fund is rated below average in five year return among similar funds. It is fourth largest fund in year to date return 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 Cargile Fund's earnings, one of the primary drivers of an investment's value.Cargile Year To Date Return 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.
Cargile Fund |
| = | (1.67) % |
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.
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.
Cargile Fund |
| = | 0.44 % |
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.
Cargile Year To Date Return Comparison
Cargile Fund is third largest fund in year to date return among similar funds.
Cargile Fund Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Cargile Fund, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Cargile Fund will eventually generate negative long term returns. The profitability progress is the general direction of Cargile Fund's change in net profit over the period of time. It can combine multiple indicators of Cargile Fund, 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.
Under normal market conditions, the fund invests in exchange traded funds andor cash and cash equivalents. Cargile Fund is traded on NASDAQ Exchange in the United States.
Cargile Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Cargile Fund. 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 Cargile Fund 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 Cargile Fund's important profitability drivers and their relationship over time.
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Our tools can tell you how much better you can do entering a position in Cargile Fund without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Aroon OscillatorAnalyze current equity momentum using Aroon Oscillator and other momentum ratios |
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Use Investing Themes to Complement your Cargile Fund position
In addition to having Cargile Fund 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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Copper
Companies involved in production of copper. The Copper theme has 40 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 Copper Theme or any other thematic opportunities.
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Other Information on Investing in Cargile Mutual Fund
To fully project Cargile Fund's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Cargile Fund 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 Cargile Fund's income statement, its balance sheet, and the statement of cash flows.
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