Madison Investors Five Year Return vs. Price To Book
| MNVAX Fund | USD 31.63 0.18 0.57% |
For Madison Investors profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Madison Investors to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Madison Investors Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Madison Investors's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Madison Investors Fund over time as well as its relative position and ranking within its peers.
Madison |
Madison Investors Price To Book vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Madison Investors's current stock value. Our valuation model uses many indicators to compare Madison Investors value to that of its competitors to determine the firm's financial worth. Madison Investors Fund is number one fund in five year return among similar funds. It also is number one fund in price to book among similar funds fabricating about 0.21 of Price To Book per Five Year Return. The ratio of Five Year Return to Price To Book for Madison Investors Fund is roughly 4.81 . 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 Madison Investors' earnings, one of the primary drivers of an investment's value.Madison Price To Book vs. Five Year Return
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.
Madison Investors |
| = | 13.36 % |
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.
Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
Madison Investors |
| = | 2.78 X |
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
Madison Price To Book Comparison
Madison Investors is currently under evaluation in price to book among similar funds.
Madison Investors Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Madison Investors, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Madison Investors will eventually generate negative long term returns. The profitability progress is the general direction of Madison Investors' change in net profit over the period of time. It can combine multiple indicators of Madison Investors, 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 seeks to achieve its investment objective by investing in the common stock of established, high-quality companies selected via bottom-up fundamental analysis. Under normal market conditions, it will maintain at least 80 percent of its net assets in such securities. The fund may also invest up to 35 percent of its assets in foreign securities . To the extent invested in common stocks, the fund generally invests in only 25-40 companies at any given time.
Madison Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Madison Investors. 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 Madison Investors 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 Madison Investors' important profitability drivers and their relationship over time.
Use Madison Investors 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 Madison Investors 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 Madison Investors will appreciate offsetting losses from the drop in the long position's value.Madison Investors Pair Trading
Madison Investors Fund Pair Trading Analysis
The ability to find closely correlated positions to Madison Investors could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Madison Investors 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 Madison Investors - 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 Madison Investors Fund to buy it.
The correlation of Madison Investors 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 Madison Investors moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Madison Investors 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 Madison Investors 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 Madison Investors position
In addition to having Madison Investors 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 Computers Thematic Idea Now
Computers
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Computers 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 Computers Theme or any other thematic opportunities.
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Other Information on Investing in Madison Mutual Fund
To fully project Madison Investors' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Madison Investors 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 Madison Investors' income statement, its balance sheet, and the statement of cash flows.
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