Swan Defined One Year Return vs. Cash Position Weight
| SDCAX Fund | USD 13.92 0.11 0.80% |
For Swan Defined profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Swan Defined to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Swan Defined Risk utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Swan Defined's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Swan Defined Risk over time as well as its relative position and ranking within its peers.
Swan |
Swan Defined Risk Cash Position Weight vs. One Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Swan Defined's current stock value. Our valuation model uses many indicators to compare Swan Defined value to that of its competitors to determine the firm's financial worth. Swan Defined Risk is rated fifth largest fund in one year return among similar funds. It is rated below average in cash position weight among similar funds creating about 0.30 of Cash Position Weight per One Year Return. The ratio of One Year Return to Cash Position Weight for Swan Defined Risk is roughly 3.32 . 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 Swan Defined's earnings, one of the primary drivers of an investment's value.Swan Cash Position Weight vs. One Year Return
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Swan Defined |
| = | 6.75 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Swan Defined |
| = | 2.03 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Swan Cash Position Weight Comparison
Swan Defined is rated below average in cash position weight among similar funds.
Swan Defined Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Swan Defined, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Swan Defined will eventually generate negative long term returns. The profitability progress is the general direction of Swan Defined's change in net profit over the period of time. It can combine multiple indicators of Swan Defined, 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 directly, or indirectly through ETFs, in equity securities of domestic small capitalization companies, exchange-traded long-term put options on U.S. exchanges for hedging purposes, and buying and selling exchange-traded put and call options on various ETFs, securities and equity indices to generate additional returns.
Swan Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Swan Defined. 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 Swan Defined 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 Swan Defined's important profitability drivers and their relationship over time.
| One Year Return vs Year To Date Return | ||
| Three Year Return vs Cash Position Weight | ||
| One Year Return vs Five Year Return | ||
| Net Asset vs Cash Position Weight | ||
| One Year Return vs Equity Positions Weight |
Use Swan Defined 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 Swan Defined 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 Swan Defined will appreciate offsetting losses from the drop in the long position's value.Swan Defined Pair Trading
Swan Defined Risk Pair Trading Analysis
The ability to find closely correlated positions to Swan Defined could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Swan Defined 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 Swan Defined - 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 Swan Defined Risk to buy it.
The correlation of Swan Defined 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 Swan Defined moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Swan Defined Risk 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 Swan Defined 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 Swan Defined position
In addition to having Swan Defined 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 Moderate Funds Thematic Idea Now
Moderate Funds
Funds or Etfs that combine stocks, bonds and money market instruments to get modest capital appreciation over time. The Moderate Funds theme has 43 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 Moderate Funds Theme or any other thematic opportunities.
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Other Information on Investing in Swan Mutual Fund
To fully project Swan Defined's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Swan Defined Risk 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 Swan Defined's income statement, its balance sheet, and the statement of cash flows.
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