World Core Price To Earning vs. Five Year Return
| DREIX Fund | USD 24.29 0.18 0.75% |
For World Core profitability analysis, we use financial ratios and fundamental drivers that measure the ability of World Core to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well World Core Equity utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between World Core's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of World Core Equity over time as well as its relative position and ranking within its peers.
World |
World Core Equity Five Year Return vs. Price To Earning Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining World Core's current stock value. Our valuation model uses many indicators to compare World Core value to that of its competitors to determine the firm's financial worth. World Core Equity is rated # 2 fund in price to earning among similar funds. It also is rated # 2 fund in five year return among similar funds reporting about 0.69 of Five Year Return per Price To Earning. The ratio of Price To Earning to Five Year Return for World Core Equity is roughly 1.46 . 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 World Core's earnings, one of the primary drivers of an investment's value.World Five Year Return vs. Price To Earning
Price to Earnings ratio is typically used for current valuation of a company and is one of the most popular ratios that investors monitor daily. Holding a low PE stock is less risky because when a company's profitability falls, it is likely that earnings will also go down as well. In other words, if you start from a lower position, your downside risk is limited. There are also some investors who believe that low Price to Earnings ratio reflects the low pricing because a given company is in trouble. On the other hand, a higher PE ratio means that investors are paying more for each unit of profit.
World Core |
| = | 16.17 X |
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
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.
World Core |
| = | 11.08 % |
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.
World Five Year Return Comparison
World Core is one of the top funds in five year return among similar funds.
World Core Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in World Core, profitability is also one of the essential criteria for including it into their portfolios because, without profit, World Core will eventually generate negative long term returns. The profitability progress is the general direction of World Core's change in net profit over the period of time. It can combine multiple indicators of World Core, 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 Portfolio generally allocates its assets among other mutual funds managed by the Advisor although it also has the ability to invest directly in securities. It typically allocates its investments among the underlying funds in the following manner 35 percent to 80 percent in the U.S. Core Equity 1 Portfolio 15 percent to 55 percent in the International Core Equity Portfolio and 5 percent to 20 percent in the Emerging Markets Core Equity Portfolio.
World Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on World Core. 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 World Core 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 World Core's important profitability drivers and their relationship over time.
Use World Core 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 World Core 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 World Core will appreciate offsetting losses from the drop in the long position's value.World Core Pair Trading
World Core Equity Pair Trading Analysis
The ability to find closely correlated positions to World Core could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace World Core 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 World Core - 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 World Core Equity to buy it.
The correlation of World Core 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 World Core moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if World Core Equity 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 World Core 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 World Core position
In addition to having World Core 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 Plastics Thematic Idea Now
Plastics
Companies manufacturing rubber and plastics accessories. The Plastics theme has 43 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 Plastics Theme or any other thematic opportunities.
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Other Information on Investing in World Mutual Fund
To fully project World Core's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of World Core Equity 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 World Core's income statement, its balance sheet, and the statement of cash flows.
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