Stet Tax-advantaged Bond Positions Weight vs. Year To Date Return
| SEATX Fund | USD 9.23 0.01 0.11% |
For Stet Tax-advantaged profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Stet Tax-advantaged to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Stet Tax Advantaged Income utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Stet Tax-advantaged's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Stet Tax Advantaged Income over time as well as its relative position and ranking within its peers.
Stet |
Stet Tax Advantaged Year To Date Return vs. Bond Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Stet Tax-advantaged's current stock value. Our valuation model uses many indicators to compare Stet Tax-advantaged value to that of its competitors to determine the firm's financial worth. Stet Tax Advantaged Income is rated top fund in bond positions weight among similar funds. It also is rated top fund in year to date return among similar funds . The ratio of Bond Positions Weight to Year To Date Return for Stet Tax Advantaged Income is about 328.98 . 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 Stet Tax-advantaged's earnings, one of the primary drivers of an investment's value.Stet Year To Date Return vs. Bond Positions Weight
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Stet Tax-advantaged |
| = | 87.31 % |
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
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.
Stet Tax-advantaged |
| = | 0.27 % |
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.
Stet Year To Date Return Comparison
Stet Tax is currently under evaluation in year to date return among similar funds.
Stet Tax-advantaged Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Stet Tax-advantaged, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Stet Tax-advantaged will eventually generate negative long term returns. The profitability progress is the general direction of Stet Tax-advantaged's change in net profit over the period of time. It can combine multiple indicators of Stet Tax-advantaged, 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 50 percent of its net assets in municipal securities, such as bonds, that pay interest that is exempt from federal income tax, including the alternative minimum tax. Sei Tax is traded on NASDAQ Exchange in the United States.
Stet Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Stet Tax-advantaged. 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 Stet Tax-advantaged 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 Stet Tax-advantaged's important profitability drivers and their relationship over time.
Use Stet Tax-advantaged 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 Stet Tax-advantaged 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 Stet Tax-advantaged will appreciate offsetting losses from the drop in the long position's value.Stet Tax-advantaged Pair Trading
Stet Tax Advantaged Income Pair Trading Analysis
The ability to find closely correlated positions to Stet Tax-advantaged could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Stet Tax-advantaged 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 Stet Tax-advantaged - 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 Stet Tax Advantaged Income to buy it.
The correlation of Stet Tax-advantaged 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 Stet Tax-advantaged moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Stet Tax Advantaged 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 Stet Tax-advantaged 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 Stet Tax-advantaged position
In addition to having Stet Tax-advantaged 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 Investment Grade ETFs Thematic Idea Now
Investment Grade ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Investment Grade ETFs theme has 264 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 Investment Grade ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Stet Mutual Fund
To fully project Stet Tax-advantaged's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Stet Tax Advantaged 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 Stet Tax-advantaged's income statement, its balance sheet, and the statement of cash flows.
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