Chartwell Short Annual Yield vs. Year To Date Return
| CWFAX Fund | USD 9.51 0.00 0.00% |
For Chartwell Short profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Chartwell Short to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Chartwell Short Duration utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Chartwell Short's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Chartwell Short Duration over time as well as its relative position and ranking within its peers.
Chartwell |
Chartwell Short Duration Year To Date Return vs. Annual Yield Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Chartwell Short's current stock value. Our valuation model uses many indicators to compare Chartwell Short value to that of its competitors to determine the firm's financial worth. Chartwell Short Duration is rated below average in annual yield among similar funds. It is rated below average 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 Chartwell Short's earnings, one of the primary drivers of an investment's value.Chartwell Year To Date Return vs. Annual Yield
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.
Chartwell Short |
| = | 2.73 % |
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.
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.
Chartwell Short |
| = | (1.47) % |
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.
Chartwell Year To Date Return Comparison
Chartwell Short is rated below average in year to date return among similar funds.
Chartwell Short Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Chartwell Short, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Chartwell Short will eventually generate negative long term returns. The profitability progress is the general direction of Chartwell Short's change in net profit over the period of time. It can combine multiple indicators of Chartwell Short, 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 circumstances, the fund invests at least 80 percent of its net assets in high yield debt securities. High yield debt securities, also referred to as junk bonds, are securities rated below the Baa3 category at the time of purchase or, if unrated, determined to be of comparable credit quality by the funds sub-adviser. It may invest up to 20 percent of its assets in U.S. dollar denominated securities of issuers based outside of the U.S.
Chartwell Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Chartwell Short. 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 Chartwell Short 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 Chartwell Short's important profitability drivers and their relationship over time.
Use Chartwell Short 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 Chartwell Short 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 Chartwell Short will appreciate offsetting losses from the drop in the long position's value.Chartwell Short Pair Trading
Chartwell Short Duration Pair Trading Analysis
The ability to find closely correlated positions to Chartwell Short could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Chartwell Short 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 Chartwell Short - 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 Chartwell Short Duration to buy it.
The correlation of Chartwell Short 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 Chartwell Short moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Chartwell Short Duration 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 Chartwell Short 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 Chartwell Short position
In addition to having Chartwell Short 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 Small Value Funds Thematic Idea Now
Small Value Funds
Funds or Etfs that invest in the undervalued stocks of small to mid-sized companies. The Small Value Funds theme has 31 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 Small Value Funds Theme or any other thematic opportunities.
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Other Information on Investing in Chartwell Mutual Fund
To fully project Chartwell Short's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Chartwell Short Duration 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 Chartwell Short's income statement, its balance sheet, and the statement of cash flows.
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