Smallcap World Year To Date Return vs. Price To Sales
Based on the measurements of profitability obtained from Smallcap World's financial statements, Smallcap World Fund may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in April. Profitability indicators assess Smallcap World's ability to earn profits and add value for shareholders.
Check out World Market Map to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in housing.
Please note, there is a significant difference between Smallcap World's value and its price as these two are different measures arrived at by different means. Investors typically determine if Smallcap World is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Smallcap World's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
For Smallcap World profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Smallcap World to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Smallcap World Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Smallcap World's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Smallcap World Fund over time as well as its relative position and ranking within its peers.
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Smallcap World Price To Sales vs. Year To Date Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Smallcap World's current stock value. Our valuation model uses many indicators to compare Smallcap World value to that of its competitors to determine the firm's financial worth. Smallcap World Fund is rated top fund in year to date return among similar funds. It also is rated top fund in price to sales among similar funds fabricating about 13.14 of Price To Sales per Year To Date Return. 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 Smallcap World's earnings, one of the primary drivers of an investment's value.Smallcap Price To Sales 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.
Smallcap World |
| = | 0.12 % |
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.
Price to Sales ratio is typically used for valuing equity relative to its own past performance as well as to performance of other companies or market indexes. In most cases, the lower the ratio, the better it is for investors. However, it is advisable for investors to exercise caution when looking at price-to-sales ratios across different industries.
Smallcap World |
| = | 1.56 X |
The most critical factor to remember is that the price of equity takes a firm's debt into account, whereas the sales indicators do not consider financial leverage. Generally speaking, Price to Sales ratio shows how much market values every dollar of the company's sales.
Smallcap Price To Sales Comparison
Smallcap World is currently under evaluation in price to sales among similar funds.
Smallcap World Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Smallcap World, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Smallcap World will eventually generate negative long term returns. The profitability progress is the general direction of Smallcap World's change in net profit over the period of time. It can combine multiple indicators of Smallcap World, 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.
Normally the fund invests at least 80 percent of its net assets in growth-oriented common stocks and other equity-type securities of companies with small market capitalizations. American Funds is traded on NASDAQ Exchange in the United States.
Smallcap Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Smallcap World. 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 Smallcap World 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 Smallcap World'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 Smallcap World 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?
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Use Investing Themes to Complement your Smallcap World position
In addition to having Smallcap World 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?
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Consumer Funds
Funds or Etfs that invest in consumer products such as packaged goods, clothing, food, beverages and retail services. The Consumer Funds theme has 47 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 Consumer Funds Theme or any other thematic opportunities.
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Check out World Market Map to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in housing. You can also try the Insider Screener module to find insiders across different sectors to evaluate their impact on performance.
Other Tools for Smallcap Mutual Fund
When running Smallcap World's price analysis, check to measure Smallcap World's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Smallcap World is operating at the current time. Most of Smallcap World's value examination focuses on studying past and present price action to predict the probability of Smallcap World's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Smallcap World's price. Additionally, you may evaluate how the addition of Smallcap World to your portfolios can decrease your overall portfolio volatility.
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