Matrix Advisors Price To Earning vs. Five Year Return
| MAVFX Fund | USD 108.31 0.52 0.48% |
For Matrix Advisors profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Matrix Advisors to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Matrix Advisors Value utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Matrix Advisors's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Matrix Advisors Value over time as well as its relative position and ranking within its peers.
Matrix |
Matrix Advisors Value Five Year Return vs. Price To Earning Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Matrix Advisors's current stock value. Our valuation model uses many indicators to compare Matrix Advisors value to that of its competitors to determine the firm's financial worth. Matrix Advisors Value is number one fund in price to earning among similar funds. It also is number one fund in five year return among similar funds reporting about 0.87 of Five Year Return per Price To Earning. The ratio of Price To Earning to Five Year Return for Matrix Advisors Value is roughly 1.15 . 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 Matrix Advisors' earnings, one of the primary drivers of an investment's value.Matrix 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.
Matrix Advisors |
| = | 15.80 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.
Matrix Advisors |
| = | 13.79 % |
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.
Matrix Five Year Return Comparison
Matrix Advisors is currently under evaluation in five year return among similar funds.
Matrix Advisors Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Matrix Advisors, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Matrix Advisors will eventually generate negative long term returns. The profitability progress is the general direction of Matrix Advisors' change in net profit over the period of time. It can combine multiple indicators of Matrix Advisors, 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 both dividend and non-dividend paying common stocks of U.S. companies that the advisor believes are financially strong and meet specific valuation criteria using the principles of value investing based on Classic Valuation Analysis. It invests primarily in large capitalization companies, which the advisor defines as companies with minimum market capitalizations of 2 billion at the time of purchase.
Matrix Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Matrix Advisors. 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 Matrix Advisors 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 Matrix Advisors' important profitability drivers and their relationship over time.
Use Matrix Advisors 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 Matrix Advisors 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 Matrix Advisors will appreciate offsetting losses from the drop in the long position's value.Matrix Advisors Pair Trading
Matrix Advisors Value Pair Trading Analysis
The ability to find closely correlated positions to Matrix Advisors could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Matrix Advisors 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 Matrix Advisors - 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 Matrix Advisors Value to buy it.
The correlation of Matrix Advisors 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 Matrix Advisors moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Matrix Advisors Value 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 Matrix Advisors 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 Matrix Advisors position
In addition to having Matrix Advisors 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 Materials ETFs Thematic Idea Now
Materials ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Materials ETFs theme has 51 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 Materials ETFs Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Matrix Mutual Fund
To fully project Matrix Advisors' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Matrix Advisors Value 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 Matrix Advisors' income statement, its balance sheet, and the statement of cash flows.
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Global Markets Map Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes | |
| Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges | |
| Stocks Directory Find actively traded stocks across global markets |