Corporate Bond Net Asset vs. One Year Return
| MPFDX Fund | USD 10.42 0.02 0.19% |
For Corporate Bond profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Corporate Bond to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Corporate Bond Portfolio utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Corporate Bond's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Corporate Bond Portfolio over time as well as its relative position and ranking within its peers.
Corporate |
Corporate Bond Portfolio One Year Return vs. Net Asset Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Corporate Bond's current stock value. Our valuation model uses many indicators to compare Corporate Bond value to that of its competitors to determine the firm's financial worth. Corporate Bond Portfolio is number one fund in net asset among similar funds. It also is number one fund in one year return among similar funds . The ratio of Net Asset to One Year Return for Corporate Bond Portfolio is about 19,905,556 . 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 Corporate Bond's earnings, one of the primary drivers of an investment's value.Corporate One Year Return vs. Net Asset
Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Corporate Bond |
| = | 110.02 M |
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
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.
Corporate Bond |
| = | 5.53 % |
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.
Corporate One Year Return Comparison
Corporate Bond is currently under evaluation in one year return among similar funds.
Corporate Bond Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Corporate Bond, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Corporate Bond will eventually generate negative long term returns. The profitability progress is the general direction of Corporate Bond's change in net profit over the period of time. It can combine multiple indicators of Corporate Bond, 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 corporate bonds. It invests primarily in U.S. corporate bonds that carry an investment grade rating , BBB- or higher by SP Global Ratings Group, a division of SP Global Inc. , BBB- or higher by Fitch Ratings, Inc. or, if unrated, considered by the adviser to be of equivalent quality.
Corporate Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Corporate Bond. 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 Corporate Bond 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 Corporate Bond's important profitability drivers and their relationship over time.
Use Corporate Bond 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 Corporate Bond 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 Corporate Bond will appreciate offsetting losses from the drop in the long position's value.Corporate Bond Pair Trading
Corporate Bond Portfolio Pair Trading Analysis
The ability to find closely correlated positions to Corporate Bond could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Corporate Bond 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 Corporate Bond - 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 Corporate Bond Portfolio to buy it.
The correlation of Corporate Bond 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 Corporate Bond moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Corporate Bond Portfolio 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 Corporate Bond 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 Corporate Bond position
In addition to having Corporate Bond 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 Artificial Intelligence Thematic Idea Now
Artificial Intelligence
Technology companies, funds, and ETFs across multiple industries that are involved in research or development in the field of reasoning, learning, natural language processing and perception as well as its application to science and commerce. This theme may also include entities involved in cybernetics and cognitive brain simulation field. The Artificial Intelligence 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 Artificial Intelligence Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Corporate Mutual Fund
To fully project Corporate Bond's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Corporate Bond Portfolio 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 Corporate Bond's income statement, its balance sheet, and the statement of cash flows.
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Share Portfolio Track or share privately all of your investments from the convenience of any device |