Advantage Portfolio Price To Earning vs. Five Year Return
| MAPPX Fund | USD 23.07 0.09 0.39% |
For Advantage Portfolio profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Advantage Portfolio to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Advantage Portfolio Class utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Advantage Portfolio's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Advantage Portfolio Class over time as well as its relative position and ranking within its peers.
Advantage |
Advantage Portfolio Class Five Year Return vs. Price To Earning Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Advantage Portfolio's current stock value. Our valuation model uses many indicators to compare Advantage Portfolio value to that of its competitors to determine the firm's financial worth. Advantage Portfolio Class is regarded fourth largest fund in price to earning among similar funds. It is regarded fifth largest fund in five year return among similar funds reporting about 0.35 of Five Year Return per Price To Earning. The ratio of Price To Earning to Five Year Return for Advantage Portfolio Class is roughly 2.90 . 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 Advantage Portfolio's earnings, one of the primary drivers of an investment's value.Advantage Five Year Return vs. Price To Earning
Price to Earnings ratio is typically used for current valuation of a company and is one of the most popular ratios that investors monitor daily. Holding a low PE stock is less risky because when a company's profitability falls, it is likely that earnings will also go down as well. In other words, if you start from a lower position, your downside risk is limited. There are also some investors who believe that low Price to Earnings ratio reflects the low pricing because a given company is in trouble. On the other hand, a higher PE ratio means that investors are paying more for each unit of profit.
Advantage Portfolio |
| = | 25.75 X |
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Advantage Portfolio |
| = | 8.89 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Advantage Five Year Return Comparison
Advantage Portfolio is currently under evaluation in five year return among similar funds.
Advantage Portfolio Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Advantage Portfolio, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Advantage Portfolio will eventually generate negative long term returns. The profitability progress is the general direction of Advantage Portfolio's change in net profit over the period of time. It can combine multiple indicators of Advantage Portfolio, 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 established companies with capitalizations within the range of companies included in the Russell 1000 Growth Index. In selecting securities for investment, the Adviser typically invests in companies it believes have strong name recognition and sustainable competitive advantages with above average business visibility, the ability to deploy capital at high rates of return, strong balance sheets and an attractive riskreward. The fund may invest in foreign securities, which may include emerging market securities. It may invest in equity securities.
Advantage Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Advantage Portfolio. 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 Advantage Portfolio 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 Advantage Portfolio's important profitability drivers and their relationship over time.
Use Advantage Portfolio 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 Advantage Portfolio 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 Advantage Portfolio will appreciate offsetting losses from the drop in the long position's value.Advantage Portfolio Pair Trading
Advantage Portfolio Class Pair Trading Analysis
The ability to find closely correlated positions to Advantage Portfolio could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Advantage Portfolio 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 Advantage Portfolio - 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 Advantage Portfolio Class to buy it.
The correlation of Advantage Portfolio 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 Advantage Portfolio moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Advantage Portfolio Class 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 Advantage Portfolio 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 Advantage Portfolio position
In addition to having Advantage Portfolio 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 Artificial Intelligence Thematic Idea Now
Artificial Intelligence
Technology companies, funds, and ETFs across multiple industries that are involved in research or development in the field of reasoning, learning, natural language processing and perception as well as its application to science and commerce. This theme may also include entities involved in cybernetics and cognitive brain simulation field. The Artificial Intelligence theme has 42 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 Artificial Intelligence Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Advantage Mutual Fund
To fully project Advantage Portfolio's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Advantage Portfolio Class 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 Advantage Portfolio's income statement, its balance sheet, and the statement of cash flows.
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Sign In To Macroaxis Sign in to explore Macroaxis' wealth optimization platform and fintech modules |