Finisterre Unconstrained Three Year Return vs. One Year Return
| PFUMX Fund | USD 9.01 0.02 0.22% |
For Finisterre Unconstrained profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Finisterre Unconstrained to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Finisterre Unconstrained Emerging utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Finisterre Unconstrained's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Finisterre Unconstrained Emerging over time as well as its relative position and ranking within its peers.
Finisterre |
Finisterre Unconstrained One Year Return vs. Three Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Finisterre Unconstrained's current stock value. Our valuation model uses many indicators to compare Finisterre Unconstrained value to that of its competitors to determine the firm's financial worth. Finisterre Unconstrained Emerging is regarded fifth largest fund in three year return among similar funds. It is rated below average in one year return among similar funds reporting about 3.50 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 Finisterre Unconstrained's earnings, one of the primary drivers of an investment's value.Finisterre 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.
Finisterre Unconstrained |
| = | 3.24 % |
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.
Finisterre Unconstrained |
| = | 11.35 % |
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.
Finisterre One Year Return Comparison
Finisterre Unconstrained is regarded fifth largest fund in one year return among similar funds.
Finisterre Unconstrained Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Finisterre Unconstrained, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Finisterre Unconstrained will eventually generate negative long term returns. The profitability progress is the general direction of Finisterre Unconstrained's change in net profit over the period of time. It can combine multiple indicators of Finisterre Unconstrained, 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 net assets, plus any borrowings for investment purposes, in bonds and other fixed-income securities that are tied economically to an emerging market, and in derivatives on such investments. It uses derivatives to enhance return and to hedge and manage investment risks.
Finisterre Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Finisterre Unconstrained. 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 Finisterre Unconstrained 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 Finisterre Unconstrained's important profitability drivers and their relationship over time.
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Our tools can tell you how much better you can do entering a position in Finisterre Unconstrained without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Companies DirectoryEvaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals |
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Use Investing Themes to Complement your Finisterre Unconstrained position
In addition to having Finisterre Unconstrained 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 Conservative Funds Thematic Idea Now
Conservative Funds
Funds or Etfs that invest using buy-and-hold investment strategy in companies with consistent growth over many years of operation. The Conservative Funds theme has 40 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 Conservative Funds Theme or any other thematic opportunities.
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Other Information on Investing in Finisterre Mutual Fund
To fully project Finisterre Unconstrained's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Finisterre Unconstrained 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 Finisterre Unconstrained's income statement, its balance sheet, and the statement of cash flows.
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