Century Small Year To Date Return vs. Five Year Return
| CSMCX Fund | USD 49.09 0.57 1.15% |
For Century Small profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Century Small to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Century Small Cap utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Century Small's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Century Small Cap over time as well as its relative position and ranking within its peers.
Century |
Century Small Cap Five Year Return vs. Year To Date Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Century Small's current stock value. Our valuation model uses many indicators to compare Century Small value to that of its competitors to determine the firm's financial worth. Century Small Cap is the top fund in year to date return among similar funds. It also is the top fund in five year return among similar funds reporting about 0.65 of Five Year Return per Year To Date Return. The ratio of Year To Date Return to Five Year Return for Century Small Cap is roughly 1.53 . 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 Century Small's earnings, one of the primary drivers of an investment's value.Century Five 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.
Century Small |
| = | 26.26 % |
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.
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.
Century Small |
| = | 17.18 % |
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.
Century Five Year Return Comparison
Century Small is currently under evaluation in five year return among similar funds.
Century Small Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Century Small, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Century Small will eventually generate negative long term returns. The profitability progress is the general direction of Century Small's change in net profit over the period of time. It can combine multiple indicators of Century Small, 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 seeks to achieve its investment objective by investing at least 80 percent of its net assets in the common stocks of small-capitalization companies. The advisor defines small-capitalization companies as those companies with market capitalizations not exceeding the highest market capitalization in the Russell 2000 Growth Index during the preceding 12 months. It may invest in companies across all sectors of the economy, but may favor companies in particular sectors or industries at different times.
Century Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Century Small. 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 Century Small 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 Century Small's important profitability drivers and their relationship over time.
Use Century Small 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 Century Small 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 Century Small will appreciate offsetting losses from the drop in the long position's value.Century Small Pair Trading
Century Small Cap Pair Trading Analysis
The ability to find closely correlated positions to Century Small could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Century Small 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 Century Small - 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 Century Small Cap to buy it.
The correlation of Century Small 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 Century Small moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Century Small Cap 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 Century Small 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 Century Small position
In addition to having Century Small 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 Compulsion Thematic Idea Now
Compulsion
Companies involved in research, development, and manufacturing of products with compulsion characteristics such as cigarettes, addictive drugs and alcohol. The Compulsion 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 Compulsion Theme or any other thematic opportunities.
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Other Information on Investing in Century Mutual Fund
To fully project Century Small's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Century Small Cap 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 Century Small's income statement, its balance sheet, and the statement of cash flows.
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