One Rock Three Year Return vs. One Year Return
| ONERX Fund | USD 43.77 0.96 2.15% |
For One Rock profitability analysis, we use financial ratios and fundamental drivers that measure the ability of One Rock to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well One Rock Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between One Rock's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of One Rock Fund over time as well as its relative position and ranking within its peers.
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One Rock Fund One Year Return vs. Three Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining One Rock's current stock value. Our valuation model uses many indicators to compare One Rock value to that of its competitors to determine the firm's financial worth. One Rock Fund is number one fund in three year return among similar funds. It also is number one fund in one year return among similar funds reporting about 3.61 of One Year Return per Three 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 One Rock's earnings, one of the primary drivers of an investment's value.One One Year Return vs. Three Year Return
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
One Rock |
| = | 14.89 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
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.
One Rock |
| = | 53.70 % |
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.
One One Year Return Comparison
One Rock is currently under evaluation in one year return among similar funds.
One Rock Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in One Rock, profitability is also one of the essential criteria for including it into their portfolios because, without profit, One Rock will eventually generate negative long term returns. The profitability progress is the general direction of One Rock's change in net profit over the period of time. It can combine multiple indicators of One Rock, 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.
To achieve the funds investment objectives, the Adviser invests primarily in publicly traded common stocks of any capitalization. It may also invest in stock options, stock index futures, and stocks of foreign and emerging market issuers listed on U.S. exchanges. The Adviser defines emerging market issuers to be those found in the MSCI Emerging Markets Index. The Adviser may engage in short sales of common stocks. The fund is non-diversified.
One Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on One Rock. 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 One Rock 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 One Rock's important profitability drivers and their relationship over time.
| Three Year Return vs Year To Date Return | ||
| Net Asset vs One Year Return | ||
| Three Year Return vs Minimum Initial Investment | ||
| Cash Position Weight vs One Year Return | ||
| Three Year Return vs Equity Positions Weight |
Use One Rock 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 One Rock 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 One Rock will appreciate offsetting losses from the drop in the long position's value.One Rock Pair Trading
One Rock Fund Pair Trading Analysis
The ability to find closely correlated positions to One Rock could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace One Rock 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 One Rock - 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 One Rock Fund to buy it.
The correlation of One Rock 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 One Rock moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if One Rock Fund 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 One Rock 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 One Rock position
In addition to having One Rock 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 Climate Change Thematic Idea Now
Climate Change
Large and medium sized entities that are committing to fully or partially replace some traditional services or products with renewables sources of energy in order to combat global climate change. The Climate Change theme has 41 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 Climate Change Theme or any other thematic opportunities.
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Other Information on Investing in One Mutual Fund
To fully project One Rock's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of One Rock Fund 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 One Rock's income statement, its balance sheet, and the statement of cash flows.
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