Dodge International One Year Return vs. Year To Date Return
| DODFX Fund | USD 52.75 0.30 0.57% |
For Dodge International profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Dodge International to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Dodge International Stock utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Dodge International's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Dodge International Stock over time as well as its relative position and ranking within its peers.
Dodge |
Dodge International Stock Year To Date Return vs. One Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Dodge International's current stock value. Our valuation model uses many indicators to compare Dodge International value to that of its competitors to determine the firm's financial worth. Dodge International Stock is one of the top funds in one year return among similar funds. It also is one of the top funds in year to date return among similar funds creating about 0.72 of Year To Date Return per One Year Return. The ratio of One Year Return to Year To Date Return for Dodge International Stock is roughly 1.40 . 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 Dodge International's earnings, one of the primary drivers of an investment's value.Dodge Year To Date Return vs. One Year Return
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Dodge International |
| = | 10.19 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
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.
Dodge International |
| = | 7.30 % |
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.
Dodge Year To Date Return Comparison
Dodge International is currently under evaluation in year to date return among similar funds.
Dodge International Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Dodge International, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Dodge International will eventually generate negative long term returns. The profitability progress is the general direction of Dodge International's change in net profit over the period of time. It can combine multiple indicators of Dodge International, 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 will invest at least 80 percent of its total assets in equity securities of non-U.S. companies, including common stocks, depositary receipts evidencing ownership of common stocks, certain preferred stocks, securities convertible into common stocks, and securities that carry the right to buy common stocks. The fund typically invests in medium-to-large well-established companies based on standards of the applicable market.
Dodge Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Dodge International. 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 Dodge International 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 Dodge International's important profitability drivers and their relationship over time.
Use Dodge International 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 Dodge International 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 Dodge International will appreciate offsetting losses from the drop in the long position's value.Dodge International Pair Trading
Dodge International Stock Pair Trading Analysis
The ability to find closely correlated positions to Dodge International could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Dodge International 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 Dodge International - 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 Dodge International Stock to buy it.
The correlation of Dodge International 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 Dodge International moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Dodge International Stock 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 Dodge International 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 Dodge International position
In addition to having Dodge International 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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Cash Cows
Entities with stable and reliable earnings or profits, which allows them to pay consistent dividends to their shareholders. The Cash Cows theme has 25 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 Cash Cows Theme or any other thematic opportunities.
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Other Information on Investing in Dodge Mutual Fund
To fully project Dodge International's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Dodge International Stock 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 Dodge International's income statement, its balance sheet, and the statement of cash flows.
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