Mirova Global Year To Date Return vs. Three Year Return

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

Mirova Global Green Three Year Return vs. Year To Date Return Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Mirova Global's current stock value. Our valuation model uses many indicators to compare Mirova Global value to that of its competitors to determine the firm's financial worth.
Mirova Global Green is number one fund in year to date return among similar funds. It also is number one fund in three year return among similar funds . 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 Mirova Global's earnings, one of the primary drivers of an investment's value.

Mirova Three 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.

Mirova Global

YTD Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
2.68 %
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.
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.

Mirova Global

Three Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
(2.41) %
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.

Mirova Three Year Return Comparison

Mirova Global is currently under evaluation in three year return among similar funds.

Mirova Global Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Mirova Global, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Mirova Global will eventually generate negative long term returns. The profitability progress is the general direction of Mirova Global's change in net profit over the period of time. It can combine multiple indicators of Mirova Global, 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 normally invests at least 80 percent of its net assets in green bonds. Mirova Global is traded on NASDAQ Exchange in the United States.

Mirova Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Mirova Global. 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 Mirova Global 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 Mirova Global'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 Mirova Global 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?

Run AI Portfolio Architect Now

   

AI Portfolio Architect

Use AI to generate optimal portfolios and find profitable investment opportunities
All  Next Launch Module

Use Investing Themes to Complement your Mirova Global position

In addition to having Mirova Global 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 Defense Thematic Idea Now

Defense
Defense Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Defense theme has 15 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 Defense Theme or any other thematic opportunities.
View All  Next Launch

Other Information on Investing in Mirova Mutual Fund

To fully project Mirova Global's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Mirova Global Green 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 Mirova Global's income statement, its balance sheet, and the statement of cash flows.
Potential Mirova Global investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Mirova Global investors may work on each financial statement separately, they are all related. The changes in Mirova Global's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Mirova Global'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.
Price Exposure Probability
Analyze equity upside and downside potential for a given time horizon across multiple markets
Bonds Directory
Find actively traded corporate debentures issued by US companies