Mai Managed Five Year Return vs. Price To Book
| DIVPX Fund | USD 16.08 0.07 0.43% |
For Mai Managed profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Mai Managed to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Mai Managed Volatility utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Mai Managed's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Mai Managed Volatility over time as well as its relative position and ranking within its peers.
Mai |
Mai Managed Volatility Price To Book vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Mai Managed's current stock value. Our valuation model uses many indicators to compare Mai Managed value to that of its competitors to determine the firm's financial worth. Mai Managed Volatility is one of the top funds in five year return among similar funds. It also is one of the top funds in price to book among similar funds fabricating about 0.40 of Price To Book per Five Year Return. The ratio of Five Year Return to Price To Book for Mai Managed Volatility is roughly 2.51 . 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 Mai Managed's earnings, one of the primary drivers of an investment's value.Mai Price To Book 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.
Mai Managed |
| = | 6.12 % |
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.
Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
Mai Managed |
| = | 2.44 X |
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
Mai Price To Book Comparison
Mai Managed is currently under evaluation in price to book among similar funds.
Mai Managed Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Mai Managed, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Mai Managed will eventually generate negative long term returns. The profitability progress is the general direction of Mai Managed's change in net profit over the period of time. It can combine multiple indicators of Mai Managed, 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 seek to achieve its investment objective principally by investing in a diversified portfolio of equity securities, with a focus on those paying dividends, and selling exchange listed options. The funds investments in domestic equity securities are primarily in companies with large- and mid-sized market capitalizations. The Advisers focus on large- and mid-cap total return-oriented stocks and a target equity weighting of 45-55 percent of total assets may limit the funds ability to fully participate in sharply rising stock markets.
Mai Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Mai Managed. 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 Mai Managed 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 Mai Managed's important profitability drivers and their relationship over time.
Use Mai Managed 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 Mai Managed 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 Mai Managed will appreciate offsetting losses from the drop in the long position's value.Mai Managed Pair Trading
Mai Managed Volatility Pair Trading Analysis
The ability to find closely correlated positions to Mai Managed could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Mai Managed 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 Mai Managed - 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 Mai Managed Volatility to buy it.
The correlation of Mai Managed 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 Mai Managed moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Mai Managed Volatility 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 Mai Managed 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 Mai Managed position
In addition to having Mai Managed 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 Latest Losers Thematic Idea Now
Latest Losers
Dynamically computed list of top equities currently sorted across major exchanges. The Latest Losers theme has 149 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 Latest Losers Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Mai Mutual Fund
To fully project Mai Managed's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Mai Managed Volatility 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 Mai Managed's income statement, its balance sheet, and the statement of cash flows.
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Crypto Correlations Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins |