Nasdaq 100 Annual Yield vs. Ten Year Return
| NDXKX Fund | USD 38.57 0.30 0.78% |
For Nasdaq 100 profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Nasdaq 100 to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Nasdaq 100 Index Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Nasdaq 100's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Nasdaq 100 Index Fund over time as well as its relative position and ranking within its peers.
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Nasdaq 100 Index Ten Year Return vs. Annual Yield Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Nasdaq 100's current stock value. Our valuation model uses many indicators to compare Nasdaq 100 value to that of its competitors to determine the firm's financial worth. Nasdaq 100 Index Fund is rated below average in annual yield among similar funds. It is number one fund in ten year return among similar funds reporting about 12,843 of Ten Year Return per Annual Yield. 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 Nasdaq 100's earnings, one of the primary drivers of an investment's value.Nasdaq Ten Year Return vs. Annual Yield
Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
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| = | 0 % |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Nasdaq 100 |
| = | 17.98 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Nasdaq Ten Year Return Comparison
Nasdaq 100 is currently under evaluation in ten year return among similar funds.
Nasdaq 100 Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Nasdaq 100, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Nasdaq 100 will eventually generate negative long term returns. The profitability progress is the general direction of Nasdaq 100's change in net profit over the period of time. It can combine multiple indicators of Nasdaq 100, 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 market conditions, the funds policy to invest at least 80 percent of its total assets in the stocks comprising the index. It is passively managed. The Nasdaq-100 Index includes 100 of the largest domestic and international non-financial companies listed on The Nasdaq Stock Market based on market capitalization.
Nasdaq Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Nasdaq 100. 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 Nasdaq 100 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 Nasdaq 100's important profitability drivers and their relationship over time.
Use Nasdaq 100 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 Nasdaq 100 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 Nasdaq 100 will appreciate offsetting losses from the drop in the long position's value.Nasdaq 100 Pair Trading
Nasdaq 100 Index Fund Pair Trading Analysis
The ability to find closely correlated positions to Nasdaq 100 could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Nasdaq 100 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 Nasdaq 100 - 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 Nasdaq 100 Index Fund to buy it.
The correlation of Nasdaq 100 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 Nasdaq 100 moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Nasdaq 100 Index 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 Nasdaq 100 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 Nasdaq 100 position
In addition to having Nasdaq 100 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 Tech Growth Thematic Idea Now
Tech Growth
Instruments that are typically traded at high earnings multiples compared to their competitors and other sectors and have been known to drive market cycles frequently. The Tech Growth theme has 66 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 Tech Growth Theme or any other thematic opportunities.
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Other Information on Investing in Nasdaq Mutual Fund
To fully project Nasdaq 100's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Nasdaq 100 Index 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 Nasdaq 100's income statement, its balance sheet, and the statement of cash flows.
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