Retailing Fund Price To Book vs. Five Year Return
| RYRIX Fund | USD 56.47 0.44 0.77% |
For Retailing Fund profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Retailing Fund to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Retailing Fund Investor utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Retailing Fund's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Retailing Fund Investor over time as well as its relative position and ranking within its peers.
Retailing |
Retailing Fund Investor Five Year Return vs. Price To Book Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Retailing Fund's current stock value. Our valuation model uses many indicators to compare Retailing Fund value to that of its competitors to determine the firm's financial worth. Retailing Fund Investor is rated top fund in price to book among similar funds. It also is rated top fund in five year return among similar funds reporting about 3.33 of Five Year Return per Price To Book. 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 Retailing Fund's earnings, one of the primary drivers of an investment's value.Retailing Five Year Return vs. Price To Book
Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
Retailing Fund |
| = | 3.55 X |
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
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.
Retailing Fund |
| = | 11.83 % |
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.
Retailing Five Year Return Comparison
Retailing Fund is currently under evaluation in five year return among similar funds.
Retailing Fund Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Retailing Fund, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Retailing Fund will eventually generate negative long term returns. The profitability progress is the general direction of Retailing Fund's change in net profit over the period of time. It can combine multiple indicators of Retailing Fund, 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.
Under normal circumstances, the fund invests substantially all of its net assets in equity securities of Retailing Companies that are traded in the United States and in derivatives, which primarily consist of futures contracts and options on securities, futures contracts, and stock indices. Rydex Series is traded on NASDAQ Exchange in the United States.
Retailing Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Retailing Fund. 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 Retailing Fund 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 Retailing Fund's important profitability drivers and their relationship over time.
Learn to be your own money manager
Our tools can tell you how much better you can do entering a position in Retailing Fund 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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Use Investing Themes to Complement your Retailing Fund position
In addition to having Retailing Fund 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?
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Global Macro ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Global Macro ETFs theme has 26 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 Global Macro ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Retailing Mutual Fund
To fully project Retailing Fund's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Retailing Fund Investor 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 Retailing Fund's income statement, its balance sheet, and the statement of cash flows.
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