Matthews India One Year Return vs. Equity Positions Weight
| MIDNX Fund | USD 30.97 0.28 0.90% |
For Matthews India profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Matthews India to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Matthews India Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Matthews India's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Matthews India Fund over time as well as its relative position and ranking within its peers.
Matthews |
Matthews India Equity Positions Weight vs. One Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Matthews India's current stock value. Our valuation model uses many indicators to compare Matthews India value to that of its competitors to determine the firm's financial worth. Matthews India Fund is number one fund in one year return among similar funds. It also is number one fund in equity positions weight among similar funds making about 5.16 of Equity Positions Weight per One Year Return. 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 Matthews India's earnings, one of the primary drivers of an investment's value.Matthews Equity Positions Weight vs. One Year Return
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Matthews India |
| = | 19.12 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Matthews India |
| = | 98.68 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Matthews Equity Positions Weight Comparison
Matthews India is currently under evaluation in equity positions weight among similar funds.
Matthews India Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Matthews India, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Matthews India will eventually generate negative long term returns. The profitability progress is the general direction of Matthews India's change in net profit over the period of time. It can combine multiple indicators of Matthews India, 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.
Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80 percent of its net assets, which include borrowings for investment purposes, in publicly traded common stocks, preferred stocks and convertible securities of companies located in India. A company or other issuer is considered to be located in a country or a region, and a security or instrument is deemed to be an Asian security or instrument, if it has substantial ties to that country or region.
Matthews Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Matthews India. 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 Matthews India 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 Matthews India's important profitability drivers and their relationship over time.
Use Matthews India 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 Matthews India 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 Matthews India will appreciate offsetting losses from the drop in the long position's value.Matthews India Pair Trading
Matthews India Fund Pair Trading Analysis
The ability to find closely correlated positions to Matthews India could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Matthews India 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 Matthews India - 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 Matthews India Fund to buy it.
The correlation of Matthews India 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 Matthews India moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Matthews India 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 Matthews India 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 Matthews India position
In addition to having Matthews India 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 Petroleum and Natural Gas Thematic Idea Now
Petroleum and Natural Gas
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Petroleum and Natural Gas theme has 61 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 Petroleum and Natural Gas Theme or any other thematic opportunities.
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Other Information on Investing in Matthews Mutual Fund
To fully project Matthews India's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Matthews India 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 Matthews India's income statement, its balance sheet, and the statement of cash flows.
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments |