Intrepid Capital Equity Positions Weight vs. Year To Date Return
| ICMBX Fund | USD 12.82 0.03 0.23% |
For Intrepid Capital profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Intrepid Capital to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Intrepid Capital Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Intrepid Capital's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Intrepid Capital Fund over time as well as its relative position and ranking within its peers.
Intrepid |
Intrepid Capital Year To Date Return vs. Equity Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Intrepid Capital's current stock value. Our valuation model uses many indicators to compare Intrepid Capital value to that of its competitors to determine the firm's financial worth. Intrepid Capital Fund is currently considered the top fund in equity positions weight among similar funds. It also is currently considered the top fund in year to date return among similar funds . The ratio of Equity Positions Weight to Year To Date Return for Intrepid Capital Fund is about 233.07 . 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 Intrepid Capital's earnings, one of the primary drivers of an investment's value.Intrepid Year To Date Return vs. Equity Positions Weight
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Intrepid Capital |
| = | 73.58 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
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.
Intrepid Capital |
| = | 0.32 % |
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.
Intrepid Year To Date Return Comparison
Intrepid Capital is currently under evaluation in year to date return among similar funds.
Intrepid Capital Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Intrepid Capital, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Intrepid Capital will eventually generate negative long term returns. The profitability progress is the general direction of Intrepid Capital's change in net profit over the period of time. It can combine multiple indicators of Intrepid Capital, 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 invests primarily in a diversified portfolio of undervalued small and medium capitalization equity securities and high yield securities . Its investments in high yield securities will not be limited in duration, but typically will be in securities having a duration of two to six years at the time of purchase.
Intrepid Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Intrepid Capital. 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 Intrepid Capital 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 Intrepid Capital'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 Intrepid Capital 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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Companies DirectoryEvaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals |
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Use Investing Themes to Complement your Intrepid Capital position
In addition to having Intrepid Capital 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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Millennials Best
Companies or funds that provide products or services that appeal to the generation of millennials and that are expected to experience growth in the next 5 years. The millennial generation usually refers to the demographic population that were born between 1980 to 2000. The Millennials Best theme has 77 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 Millennials Best Theme or any other thematic opportunities.
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Other Information on Investing in Intrepid Mutual Fund
To fully project Intrepid Capital's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Intrepid Capital 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 Intrepid Capital's income statement, its balance sheet, and the statement of cash flows.
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