Investment Managers Year To Date Return vs. Three Year Return
| EPGIX Fund | USD 9.81 0.04 0.41% |
For Investment Managers profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Investment Managers to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Investment Managers Series utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Investment Managers's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Investment Managers Series over time as well as its relative position and ranking within its peers.
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Investment Managers Three Year Return vs. Year To Date Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Investment Managers's current stock value. Our valuation model uses many indicators to compare Investment Managers value to that of its competitors to determine the firm's financial worth. Investment Managers Series is one of the top funds in year to date return among similar funds. It also is one of the top funds in three year return among similar funds reporting about 0.33 of Three Year Return per Year To Date Return. The ratio of Year To Date Return to Three Year Return for Investment Managers Series is roughly 3.05 . 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 Investment Managers' earnings, one of the primary drivers of an investment's value.Investment Three 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.
Investment Managers |
| = | 4.73 % |
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.
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Investment Managers |
| = | 1.55 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Investment Three Year Return Comparison
Investment Managers is currently under evaluation in three year return among similar funds.
Investment Managers Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Investment Managers, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Investment Managers will eventually generate negative long term returns. The profitability progress is the general direction of Investment Managers' change in net profit over the period of time. It can combine multiple indicators of Investment Managers, 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 market conditions, the fund invests at least 80 percent of its net assets in the securities of gold companies located in Europe and the Pacific Rim. The funds advisor defines securities of gold companies as equity securities of companies that derive at least 50 percent of gross revenue or profit from mining, processing, or dealing and investing in gold, as well as companies whose primary business is exploring for gold or that provide services to the gold industry. It may invest up to 15 percent of its net assets in private placements and other restricted securities.
Investment Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Investment Managers. 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 Investment Managers 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 Investment Managers' important profitability drivers and their relationship over time.
Use Investment Managers 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 Investment Managers 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 Investment Managers will appreciate offsetting losses from the drop in the long position's value.Investment Managers Pair Trading
Investment Managers Series Pair Trading Analysis
The ability to find closely correlated positions to Investment Managers could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Investment Managers 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 Investment Managers - 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 Investment Managers Series to buy it.
The correlation of Investment Managers 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 Investment Managers moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Investment Managers 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 Investment Managers 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 Investment Managers position
In addition to having Investment Managers 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 Communication Thematic Idea Now
Communication
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Communication theme has 61 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 Communication Theme or any other thematic opportunities.
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Other Information on Investing in Investment Mutual Fund
To fully project Investment Managers' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Investment Managers 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 Investment Managers' income statement, its balance sheet, and the statement of cash flows.
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