Global Fixed Ten Year Return vs. Five Year Return
| DINAX Fund | USD 5.14 0.01 0.19% |
For Global Fixed profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Global Fixed to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Global Fixed Income utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Global Fixed's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Global Fixed Income over time as well as its relative position and ranking within its peers.
Global |
Global Fixed Income Five Year Return vs. Ten Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Global Fixed's current stock value. Our valuation model uses many indicators to compare Global Fixed value to that of its competitors to determine the firm's financial worth. Global Fixed Income is rated # 2 fund in ten year return among similar funds. It is one of the top funds in five year return among similar funds reporting about 0.42 of Five Year Return per Ten Year Return. The ratio of Ten Year Return to Five Year Return for Global Fixed Income is roughly 2.41 . 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 Global Fixed's earnings, one of the primary drivers of an investment's value.Global Five Year Return vs. Ten Year Return
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Global Fixed |
| = | 5.26 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
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.
Global Fixed |
| = | 2.19 % |
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.
Global Five Year Return Comparison
Global Fixed is currently under evaluation in five year return among similar funds.
Global Fixed Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Global Fixed, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Global Fixed will eventually generate negative long term returns. The profitability progress is the general direction of Global Fixed's change in net profit over the period of time. It can combine multiple indicators of Global Fixed, 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 will normally invest at least 80 percent of its assets in a portfolio of fixed-income securities. It may invest up to 65 percent of its net assets in any one asset class or market segment. The corporate securities in which the fund will invest may include fixed-income securities issued by corporations located in or outside of the United States. It may invest up to 20 percent of its net assets in loan-related investments, which may be rated investment grade or below investment grade.
Global Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Global Fixed. 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 Global Fixed 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 Global Fixed's important profitability drivers and their relationship over time.
Use Global Fixed 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 Global Fixed 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 Global Fixed will appreciate offsetting losses from the drop in the long position's value.Global Fixed Pair Trading
Global Fixed Income Pair Trading Analysis
The ability to find closely correlated positions to Global Fixed could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Global Fixed 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 Global Fixed - 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 Global Fixed Income to buy it.
The correlation of Global Fixed 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 Global Fixed moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Global Fixed Income 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 Global Fixed 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 Global Fixed position
In addition to having Global Fixed 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.
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Other Information on Investing in Global Mutual Fund
To fully project Global Fixed's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Global Fixed Income 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 Global Fixed's income statement, its balance sheet, and the statement of cash flows.
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