Aggressive Balanced Year To Date Return vs. Annual Yield
SABIX Fund | USD 12.51 0.07 0.56% |
For Aggressive Balanced profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Aggressive Balanced to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Aggressive Balanced Allocation utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Aggressive Balanced's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Aggressive Balanced Allocation over time as well as its relative position and ranking within its peers.
Aggressive |
Aggressive Balanced Annual Yield vs. Year To Date Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Aggressive Balanced's current stock value. Our valuation model uses many indicators to compare Aggressive Balanced value to that of its competitors to determine the firm's financial worth. Aggressive Balanced Allocation is rated top fund in year to date return among similar funds. It also is rated top fund in annual yield among similar funds . The ratio of Year To Date Return to Annual Yield for Aggressive Balanced Allocation is about 3,985 . 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 Aggressive Balanced's earnings, one of the primary drivers of an investment's value.Aggressive Annual Yield 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.
Aggressive Balanced |
| = | 17.53 % |
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.
Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Aggressive Balanced |
| = | 0 % |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Aggressive Annual Yield Comparison
Aggressive Balanced is currently under evaluation in annual yield among similar funds.
Aggressive Balanced Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Aggressive Balanced, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Aggressive Balanced will eventually generate negative long term returns. The profitability progress is the general direction of Aggressive Balanced's change in net profit over the period of time. It can combine multiple indicators of Aggressive Balanced, 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 Portfolios main investment strategy is to invest in other Saratoga Advantage Trust mutual funds andor unaffiliated registered investment companies and exchange-traded funds . It will invest in equity, fixed income and alternative instruments through its investments in the underlying funds.
Aggressive Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Aggressive Balanced. 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 Aggressive Balanced 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 Aggressive Balanced's important profitability drivers and their rela