Salient Tactical Cash Position Weight vs. Five Year Return
| SBTAX Fund | USD 11.39 0.01 0.09% |
For Salient Tactical profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Salient Tactical to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Salient Tactical Plus utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Salient Tactical's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Salient Tactical Plus over time as well as its relative position and ranking within its peers.
Salient |
Salient Tactical Plus Five Year Return vs. Cash Position Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Salient Tactical's current stock value. Our valuation model uses many indicators to compare Salient Tactical value to that of its competitors to determine the firm's financial worth. Salient Tactical Plus is rated below average in cash position weight among similar funds. It is rated below average in five year return among similar funds reporting about 0.07 of Five Year Return per Cash Position Weight. The ratio of Cash Position Weight to Five Year Return for Salient Tactical Plus is roughly 15.03 . 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 Salient Tactical's earnings, one of the primary drivers of an investment's value.Salient Five Year Return vs. Cash Position Weight
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Salient Tactical |
| = | 54.74 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
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.
Salient Tactical |
| = | 3.64 % |
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.
Salient Five Year Return Comparison
Salient Tactical is rated below average in five year return among similar funds.
Salient Tactical Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Salient Tactical, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Salient Tactical will eventually generate negative long term returns. The profitability progress is the general direction of Salient Tactical's change in net profit over the period of time. It can combine multiple indicators of Salient Tactical, 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 seeks to achieve its investment objective by investing primarily in a diversified portfolio of instruments that provide exposure to U.S. and non-U.S. equity securities. These instruments generally include futures and options on securities, securities indices and shares of exchange-traded funds .
Salient Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Salient Tactical. 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 Salient Tactical 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 Salient Tactical'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 Salient Tactical 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 Transaction History Now
Transaction HistoryView history of all your transactions and understand their impact on performance |
| All Next | Launch Module |
Use Investing Themes to Complement your Salient Tactical position
In addition to having Salient Tactical 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 Shipbuilding Railroad Equipment Thematic Idea Now
Shipbuilding Railroad Equipment
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Shipbuilding Railroad Equipment theme has 16 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 Shipbuilding Railroad Equipment Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Salient Mutual Fund
To fully project Salient Tactical's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Salient Tactical Plus 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 Salient Tactical's income statement, its balance sheet, and the statement of cash flows.
| Global Markets Map Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Premium Stories Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon |