1919 Financial Annual Yield vs. Three Year Return
| SBFAX Fund | USD 34.29 0.10 0.29% |
For 1919 Financial profitability analysis, we use financial ratios and fundamental drivers that measure the ability of 1919 Financial to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well 1919 Financial Services utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between 1919 Financial's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of 1919 Financial Services over time as well as its relative position and ranking within its peers.
1919 |
1919 Financial Services Three Year Return vs. Annual Yield Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining 1919 Financial's current stock value. Our valuation model uses many indicators to compare 1919 Financial value to that of its competitors to determine the firm's financial worth. 1919 Financial Services is rated third largest fund in annual yield among similar funds. It is rated below average in three year return among similar funds reporting about 460.76 of Three Year Return per Annual Yield. 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 1919 Financial's earnings, one of the primary drivers of an investment's value.1919 Three Year Return vs. Annual Yield
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.
1919 Financial |
| = | 0.01 % |
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.
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.
1919 Financial |
| = | 4.65 % |
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.
1919 Three Year Return Comparison
1919 Financial is currently under evaluation in three year return among similar funds.
1919 Financial Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in 1919 Financial, profitability is also one of the essential criteria for including it into their portfolios because, without profit, 1919 Financial will eventually generate negative long term returns. The profitability progress is the general direction of 1919 Financial's change in net profit over the period of time. It can combine multiple indicators of 1919 Financial, 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 normally invests at least 80 percent of its net assets in equity securities of issuers in the financial services industry that the Adviser believes are undervalued and thus may offer above-average potential for capital appreciation. It may invest its assets in securities of foreign financial services companies. The fund may invest in fixed income securities, including high yield securities or junk bonds. It may invest in shares of open-end funds or ETFs.
1919 Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on 1919 Financial. 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 1919 Financial 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 1919 Financial'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 1919 Financial 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?
Run Money Managers Now
Money ManagersScreen money managers from public funds and ETFs managed around the world |
| All Next | Launch Module |
Use Investing Themes to Complement your 1919 Financial position
In addition to having 1919 Financial 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 Absolute Returns ETFs Thematic Idea Now
Absolute Returns ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Absolute Returns ETFs theme has 45 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 Absolute Returns ETFs Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in 1919 Mutual Fund
To fully project 1919 Financial's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of 1919 Financial Services 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 1919 Financial's income statement, its balance sheet, and the statement of cash flows.
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments |