Emerald Growth Annual Yield vs. Year To Date Return
| FGROX Fund | USD 26.38 0.20 0.75% |
For Emerald Growth profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Emerald Growth to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Emerald Growth Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Emerald Growth's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Emerald Growth Fund over time as well as its relative position and ranking within its peers.
Emerald |
Emerald Growth Year To Date Return vs. Annual Yield Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Emerald Growth's current stock value. Our valuation model uses many indicators to compare Emerald Growth value to that of its competitors to determine the firm's financial worth. Emerald Growth Fund is rated # 5 fund in annual yield among similar funds. It is rated below average in year to date return among similar funds creating about 276.54 of Year To Date Return per Annual Yield. 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 Emerald Growth's earnings, one of the primary drivers of an investment's value.Emerald Year To Date Return vs. Annual Yield
Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Emerald Growth |
| = | 0.01 % |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
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.
Emerald Growth |
| = | 2.41 % |
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.
Emerald Year To Date Return Comparison
Emerald Growth is currently under evaluation in year to date return among similar funds.
Emerald Growth Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Emerald Growth, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Emerald Growth will eventually generate negative long term returns. The profitability progress is the general direction of Emerald Growth's change in net profit over the period of time. It can combine multiple indicators of Emerald Growth, 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 conditions, the fund typically invests in equity securities of U.S. and foreign companies, including common stocks, preferred stocks, and securities convertible into common or preferred stocks. It can invest in companies from a wide range of industries and of various sizes. This includes smaller companies, which are defined by the Adviser as those having a market capitalization equal to or less than that of the largest companies in the Russell 2000 Index.
Emerald Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Emerald Growth. 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 Emerald Growth 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 Emerald Growth's important profitability drivers and their relationship over time.
Learn to be your own money manager
Our tools can tell you how much better you can do entering a position in Emerald Growth without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Use Investing Themes to Complement your Emerald Growth position
In addition to having Emerald Growth 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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Utilities - Regulated Electric
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Utilities - Regulated Electric theme has 6 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 Utilities - Regulated Electric Theme or any other thematic opportunities.
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Other Information on Investing in Emerald Mutual Fund
To fully project Emerald Growth's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Emerald Growth 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 Emerald Growth's income statement, its balance sheet, and the statement of cash flows.
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