Disciplined Value Price To Sales vs. Three Year Return

MDFSX Fund  USD 8.58  0.05  0.58%   
Based on the measurements of profitability obtained from Disciplined Value's financial statements, Disciplined Value Series 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 Disciplined Value's ability to earn profits and add value for shareholders.
For Disciplined Value profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Disciplined Value to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Disciplined Value Series utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Disciplined Value's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Disciplined Value Series over time as well as its relative position and ranking within its peers.
  
Check out Correlation Analysis.
Please note, there is a significant difference between Disciplined Value's value and its price as these two are different measures arrived at by different means. Investors typically determine if Disciplined Value is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Disciplined Value's 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.

Disciplined Value Series Three Year Return vs. Price To Sales Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Disciplined Value's current stock value. Our valuation model uses many indicators to compare Disciplined Value value to that of its competitors to determine the firm's financial worth.
Disciplined Value Series is number one fund in price to sales among similar funds. It also is number one fund in three year return among similar funds reporting about  4.01  of Three Year Return per Price To Sales. 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 Disciplined Value's earnings, one of the primary drivers of an investment's value.

Disciplined Three Year Return vs. Price To Sales

Price to Sales ratio is typically used for valuing equity relative to its own past performance as well as to performance of other companies or market indexes. In most cases, the lower the ratio, the better it is for investors. However, it is advisable for investors to exercise caution when looking at price-to-sales ratios across different industries.

Disciplined Value

P/S

 = 

MV Per Share

Revenue Per Share

 = 
1.69 X
The most critical factor to remember is that the price of equity takes a firm's debt into account, whereas the sales indicators do not consider financial leverage. Generally speaking, Price to Sales ratio shows how much market values every dollar of the company's sales.
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.

Disciplined Value

Three Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
6.78 %
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.

Disciplined Three Year Return Comparison

Disciplined Value is currently under evaluation in three year return among similar funds.

Disciplined Value Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Disciplined Value, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Disciplined Value will eventually generate negative long term returns. The profitability progress is the general direction of Disciplined Value's change in net profit over the period of time. It can combine multiple indicators of Disciplined Value, 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 at least 80 percent of its assets in dividend-paying common stocks. It invests primarily in the common stocks of mid- to large- capitalization companies. The Advisor uses a systematic process to identify stocks of companies that the advisor believes are undervalued in the market, based on factors such as free cash flow generation and earnings power, and that meet other investment criteria relating to minimum dividend yield, dividend sustainability, and financial health.

Disciplined Profitability Driver Comparison

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

Use Disciplined Value 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 Disciplined Value 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 Disciplined Value will appreciate offsetting losses from the drop in the long position's value.

Disciplined Value Pair Trading

Disciplined Value Series Pair Trading Analysis

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

In addition to having Disciplined Value 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 Apparel Thematic Idea Now

Apparel
Apparel Theme
Companies manufacturing textile accessories and apparel products. The Apparel 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 Apparel Theme or any other thematic opportunities.
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Other Information on Investing in Disciplined Mutual Fund

To fully project Disciplined Value's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Disciplined Value Series 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 Disciplined Value's income statement, its balance sheet, and the statement of cash flows.
Potential Disciplined Value investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Disciplined Value investors may work on each financial statement separately, they are all related. The changes in Disciplined Value's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Disciplined Value's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
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