Riskproreg Pfg Five Year Return vs. Equity Positions Weight
| PFADX Fund | USD 9.55 0.03 0.31% |
For Riskproreg Pfg profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Riskproreg Pfg to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Riskproreg Pfg 0 15 utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Riskproreg Pfg's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Riskproreg Pfg 0 15 over time as well as its relative position and ranking within its peers.
Riskproreg |
Riskproreg Pfg 0 Equity Positions Weight vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Riskproreg Pfg's current stock value. Our valuation model uses many indicators to compare Riskproreg Pfg value to that of its competitors to determine the firm's financial worth. Riskproreg Pfg 0 15 is rated top fund in five year return among similar funds. It also is rated top fund in equity positions weight among similar funds making about 22.39 of Equity Positions Weight per Five 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 Riskproreg Pfg's earnings, one of the primary drivers of an investment's value.Riskproreg Equity Positions Weight 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.
Riskproreg Pfg |
| = | 1.33 % |
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.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Riskproreg Pfg |
| = | 29.72 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Riskproreg Equity Positions Weight Comparison
Riskproreg Pfg is currently under evaluation in equity positions weight among similar funds.
Riskproreg Pfg Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Riskproreg Pfg, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Riskproreg Pfg will eventually generate negative long term returns. The profitability progress is the general direction of Riskproreg Pfg's change in net profit over the period of time. It can combine multiple indicators of Riskproreg Pfg, 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 more than 80 percent of the its assets, plus any amounts for borrowing, in shares of mutual funds or ETFs managed by The BNY Mellon. Each BNY Mellon underlying fund and Other underlying fund invests primarily in equity securities of varying market capitalization regardless of country exposure andor fixed-income securities issued by domestic and foreign corporations and government entities, of any maturity or credit quality, including high yield bonds .
Riskproreg Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Riskproreg Pfg. 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 Riskproreg Pfg 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 Riskproreg Pfg's important profitability drivers and their relationship over time.
Use Riskproreg Pfg 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 Riskproreg Pfg 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 Riskproreg Pfg will appreciate offsetting losses from the drop in the long position's value.Riskproreg Pfg Pair Trading
Riskproreg Pfg 0 15 Pair Trading Analysis
The ability to find closely correlated positions to Riskproreg Pfg could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Riskproreg Pfg 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 Riskproreg Pfg - 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 Riskproreg Pfg 0 15 to buy it.
The correlation of Riskproreg Pfg 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 Riskproreg Pfg moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Riskproreg Pfg 0 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 Riskproreg Pfg 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 Riskproreg Pfg position
In addition to having Riskproreg Pfg 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 Latest Gainers Thematic Idea Now
Latest Gainers
Dynamically computed list of top equities currently sorted across major exchanges. The Latest Gainers theme has 140 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 Latest Gainers Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Riskproreg Mutual Fund
To fully project Riskproreg Pfg's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Riskproreg Pfg 0 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 Riskproreg Pfg's income statement, its balance sheet, and the statement of cash flows.
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. |