Polen Global Year To Date Return vs. Price To Earning
| PGIRX Fund | USD 27.12 0.07 0.26% |
For Polen Global profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Polen Global to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Polen Global Growth utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Polen Global's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Polen Global Growth over time as well as its relative position and ranking within its peers.
Polen |
Polen Global Growth Price To Earning vs. Year To Date Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Polen Global's current stock value. Our valuation model uses many indicators to compare Polen Global value to that of its competitors to determine the firm's financial worth. Polen Global Growth is rated top fund in year to date return among similar funds. It also is rated top fund in price to earning among similar funds reporting about 1.47 of Price To Earning per Year To Date 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 Polen Global's earnings, one of the primary drivers of an investment's value.Polen Price To Earning 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.
Polen Global |
| = | 17.91 % |
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.
Price to Earnings ratio is typically used for current valuation of a company and is one of the most popular ratios that investors monitor daily. Holding a low PE stock is less risky because when a company's profitability falls, it is likely that earnings will also go down as well. In other words, if you start from a lower position, your downside risk is limited. There are also some investors who believe that low Price to Earnings ratio reflects the low pricing because a given company is in trouble. On the other hand, a higher PE ratio means that investors are paying more for each unit of profit.
Polen Global |
| = | 26.26 X |
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
Polen Price To Earning Comparison
Polen Global is currently under evaluation in price to earning among similar funds.
Polen Global Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Polen Global, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Polen Global will eventually generate negative long term returns. The profitability progress is the general direction of Polen Global's change in net profit over the period of time. It can combine multiple indicators of Polen Global, 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 typically invests in a focused portfolio of approximately 25 to 40 common stocks of large capitalization companies that are located anywhere in the world, including companies in both developed and emerging markets. It will invest in at least three different countries and will typically invest at least 40 percent of its net assets in non-U.S. equity securities, or, if conditions are not favorable, invest at least 30 percent of its assets in non-U.S. equity securities. The fund is non-diversified.
Polen Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Polen Global. 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 Polen Global 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 Polen Global's important profitability drivers and their relationship over time.
Use Polen Global 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 Polen Global 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 Polen Global will appreciate offsetting losses from the drop in the long position's value.Polen Global Pair Trading
Polen Global Growth Pair Trading Analysis
The ability to find closely correlated positions to Polen Global could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Polen Global 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 Polen Global - 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 Polen Global Growth to buy it.
The correlation of Polen Global 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 Polen Global moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Polen Global Growth 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 Polen Global 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 Polen Global position
In addition to having Polen Global 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 Corporate Bonds Funds Thematic Idea Now
Corporate Bonds Funds
Funds or Etfs investing in different types of corporate debt instruments. The Corporate Bonds Funds theme has 46 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 Corporate Bonds Funds Theme or any other thematic opportunities.
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Other Information on Investing in Polen Mutual Fund
To fully project Polen Global's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Polen Global Growth 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 Polen Global's income statement, its balance sheet, and the statement of cash flows.
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