Natixis Sustainable Year To Date Return vs. Annual Yield

NSFJX Fund  USD 13.51  0.05  0.37%   
Based on the measurements of profitability obtained from Natixis Sustainable's financial statements, Natixis Sustainable Future 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 Natixis Sustainable's ability to earn profits and add value for shareholders.
For Natixis Sustainable profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Natixis Sustainable to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Natixis Sustainable Future utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Natixis Sustainable's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Natixis Sustainable Future over time as well as its relative position and ranking within its peers.
  
Check out Correlation Analysis.
Please note, there is a significant difference between Natixis Sustainable's value and its price as these two are different measures arrived at by different means. Investors typically determine if Natixis Sustainable is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Natixis Sustainable'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.

Natixis Sustainable Annual Yield vs. Year To Date Return Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Natixis Sustainable's current stock value. Our valuation model uses many indicators to compare Natixis Sustainable value to that of its competitors to determine the firm's financial worth.
Natixis Sustainable Future is number one fund in year to date return among similar funds. It also is number one fund in annual yield among similar funds . The ratio of Year To Date Return to Annual Yield for Natixis Sustainable Future is about  1,208 . 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 Natixis Sustainable's earnings, one of the primary drivers of an investment's value.

Natixis Annual Yield 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.

Natixis Sustainable

YTD Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
13.78 %
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.
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.

Natixis Sustainable

Yield

 = 

Income from Security

Current Share Price

 = 
0.01 %
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.

Natixis Annual Yield Comparison

Natixis Sustainable is currently under evaluation in annual yield among similar funds.

Natixis Sustainable Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Natixis Sustainable, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Natixis Sustainable will eventually generate negative long term returns. The profitability progress is the general direction of Natixis Sustainable's change in net profit over the period of time. It can combine multiple indicators of Natixis Sustainable, 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 advisor employs an asset allocation strategy designed for investors planning to retire within a few years of the target year designated in the funds name. The fund allocates its assets among investments in segments and underlying funds managed by the adviser or affiliated advisers and subadvisers that invest directly in securities. Its asset allocation will become more conservative over time by reducing its equity exposure and increasing its fixed-income exposure in accordance with a glide path until approximately 10 years following its target year.

Natixis Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Natixis Sustainable. 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 Natixis Sustainable 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 Natixis Sustainable's important profitability drivers and their relationship over time.

Use Natixis Sustainable 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 Natixis Sustainable 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 Natixis Sustainable will appreciate offsetting losses from the drop in the long position's value.

Natixis Sustainable Pair Trading

Natixis Sustainable Future Pair Trading Analysis

The ability to find closely correlated positions to Natixis Sustainable could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Natixis Sustainable 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 Natixis Sustainable - 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 Natixis Sustainable Future to buy it.
The correlation of Natixis Sustainable 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 Natixis Sustainable moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Natixis Sustainable 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 Natixis Sustainable 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.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Natixis Sustainable position

In addition to having Natixis Sustainable 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 CAD Crypto Assets Thematic Idea Now

CAD Crypto Assets
CAD Crypto Assets Theme
An experimental p2p digital currency that is accepted by many vendors in Canadian Dollar. The CAD Crypto Assets theme has 0 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 CAD Crypto Assets Theme or any other thematic opportunities.
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Other Information on Investing in Natixis Mutual Fund

To fully project Natixis Sustainable's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Natixis Sustainable 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 Natixis Sustainable's income statement, its balance sheet, and the statement of cash flows.
Potential Natixis Sustainable investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Natixis Sustainable investors may work on each financial statement separately, they are all related. The changes in Natixis Sustainable's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Natixis Sustainable'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.
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