Empiric 2500 Year To Date Return vs. Ten Year Return
| EMCAX Fund | USD 66.41 0.62 0.92% |
For Empiric 2500 profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Empiric 2500 to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Empiric 2500 Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Empiric 2500's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Empiric 2500 Fund over time as well as its relative position and ranking within its peers.
Empiric |
Empiric 2500 Ten Year Return vs. Year To Date Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Empiric 2500's current stock value. Our valuation model uses many indicators to compare Empiric 2500 value to that of its competitors to determine the firm's financial worth. Empiric 2500 Fund is rated below average in year to date return among similar funds. It is rated below average in ten year return among similar funds reporting about 0.43 of Ten Year Return per Year To Date Return. The ratio of Year To Date Return to Ten Year Return for Empiric 2500 Fund is roughly 2.31 . 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 Empiric 2500's earnings, one of the primary drivers of an investment's value.Empiric Ten Year Return vs. Year To Date Return
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.
Empiric 2500 |
| = | 15.53 % |
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.
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.
Empiric 2500 |
| = | 6.72 % |
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.
Empiric Ten Year Return Comparison
Empiric 2500 is rated below average in ten year return among similar funds.
Empiric 2500 Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Empiric 2500, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Empiric 2500 will eventually generate negative long term returns. The profitability progress is the general direction of Empiric 2500's change in net profit over the period of time. It can combine multiple indicators of Empiric 2500, 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 seeks to achieve its objective by primarily investing in the equity securities of domestic small and mid-capitalization growth companies. It seeks capital appreciation by investing in companies that the Advisor believes are undervalued and that have characteristics the Advisor deems will likely cause those stocks to appreciate in the near future.
Empiric Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Empiric 2500. 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 Empiric 2500 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 Empiric 2500's important profitability drivers and their relationship over time.
Use Empiric 2500 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 Empiric 2500 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 Empiric 2500 will appreciate offsetting losses from the drop in the long position's value.Empiric 2500 Pair Trading
Empiric 2500 Fund Pair Trading Analysis
The ability to find closely correlated positions to Empiric 2500 could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Empiric 2500 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 Empiric 2500 - 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 Empiric 2500 Fund to buy it.
The correlation of Empiric 2500 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 Empiric 2500 moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Empiric 2500 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 Empiric 2500 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 Empiric 2500 position
In addition to having Empiric 2500 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 Energy ETFs Thematic Idea Now
Energy ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Energy ETFs theme has 91 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 Energy ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Empiric Mutual Fund
To fully project Empiric 2500's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Empiric 2500 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 Empiric 2500's income statement, its balance sheet, and the statement of cash flows.
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