First Investors Year To Date Return vs. One Year Return

FHELXDelisted Fund  USD 9.44  0.00  0.00%   
Based on First Investors' profitability indicators, First Investors Hedged may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess First Investors' ability to earn profits and add value for shareholders.
For First Investors profitability analysis, we use financial ratios and fundamental drivers that measure the ability of First Investors to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well First Investors Hedged utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between First Investors's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of First Investors Hedged over time as well as its relative position and ranking within its peers.
  
Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis.
Please note, there is a significant difference between First Investors' value and its price as these two are different measures arrived at by different means. Investors typically determine if First Investors is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, First Investors' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

First Investors Hedged One Year Return vs. Year To Date Return Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining First Investors's current stock value. Our valuation model uses many indicators to compare First Investors value to that of its competitors to determine the firm's financial worth.
First Investors Hedged is one of the top funds in year to date return among similar funds. It also is one of the top funds in one year return among similar funds reporting about  3.30  of One Year Return per Year To Date Return. 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 First Investors' earnings, one of the primary drivers of an investment's value.

First One 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.

First Investors

YTD Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
5.24 %
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.
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.

First Investors

One Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
17.27 %
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.

First One Year Return Comparison

First Investors is currently under evaluation in one year return among similar funds.

First Investors Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in First Investors, profitability is also one of the essential criteria for including it into their portfolios because, without profit, First Investors will eventually generate negative long term returns. The profitability progress is the general direction of First Investors' change in net profit over the period of time. It can combine multiple indicators of First Investors, 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 investment objective by investing in a broadly diversified portfolio of common stocks of any market capitalization while also investing in derivatives to help manage investment risk. First Investors is traded on NASDAQ Exchange in the United States.

First Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on First Investors. 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 First Investors 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 First Investors' important profitability drivers and their relationship over time.

Use First Investors 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 First Investors 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 First Investors will appreciate offsetting losses from the drop in the long position's value.

First Investors Pair Trading

First Investors Hedged Pair Trading Analysis

The ability to find closely correlated positions to First Investors could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace First Investors 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 First Investors - 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 First Investors Hedged to buy it.
The correlation of First Investors 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 First Investors moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if First Investors Hedged 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 First Investors 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.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your First Investors position

In addition to having First Investors 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 Retail Thematic Idea Now

Retail
Retail Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Retail 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 Retail Theme or any other thematic opportunities.
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Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis.
You can also try the Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.

Other Consideration for investing in First Mutual Fund

If you are still planning to invest in First Investors Hedged check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the First Investors' history and understand the potential risks before investing.
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