International Strategic Five Year Return vs. Three Year Return
| STESX Fund | USD 12.65 0.06 0.47% |
For International Strategic profitability analysis, we use financial ratios and fundamental drivers that measure the ability of International Strategic to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well International Strategic Equities utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between International Strategic's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of International Strategic Equities over time as well as its relative position and ranking within its peers.
International |
International Strategic Three Year Return vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining International Strategic's current stock value. Our valuation model uses many indicators to compare International Strategic value to that of its competitors to determine the firm's financial worth. International Strategic Equities is rated top fund in five year return among similar funds. It also is rated top fund in three year return among similar funds reporting about 0.70 of Three Year Return per Five Year Return. The ratio of Five Year Return to Three Year Return for International Strategic Equities is roughly 1.43 . 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 International Strategic's earnings, one of the primary drivers of an investment's value.International Three Year Return vs. Five Year Return
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.
International Strategic |
| = | 3.74 % |
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.
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.
International Strategic |
| = | 2.62 % |
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.
International Three Year Return Comparison
International Strategic is currently under evaluation in three year return among similar funds.
International Strategic Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in International Strategic, profitability is also one of the essential criteria for including it into their portfolios because, without profit, International Strategic will eventually generate negative long term returns. The profitability progress is the general direction of International Strategic's change in net profit over the period of time. It can combine multiple indicators of International Strategic, 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 Portfolio invests, under normal circumstances, at least 80 percent of its net assets in equity securities or other securities or instruments with similar economic characteristics, including derivatives related to equity securities. The Manager invests the assets of the Portfolio primarily in equity securities of issuers in countries that make up the MSCI ACWI ex USA Index, which includes both developed and emerging market countries.
International Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on International Strategic. 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 International Strategic 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 International Strategic's important profitability drivers and their relationship over time.
Use International Strategic 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 International Strategic 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 International Strategic will appreciate offsetting losses from the drop in the long position's value.International Strategic Pair Trading
International Strategic Equities Pair Trading Analysis
The ability to find closely correlated positions to International Strategic could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace International Strategic 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 International Strategic - 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 International Strategic Equities to buy it.
The correlation of International Strategic 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 International Strategic moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if International Strategic 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 International Strategic 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 International Strategic position
In addition to having International Strategic 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 Manufacturing Thematic Idea Now
Manufacturing
Companies that provide goods across residential, commercial and industrial construction such as machinery, tools, or lumber production. The Manufacturing theme has 20 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 Manufacturing Theme or any other thematic opportunities.
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Other Information on Investing in International Mutual Fund
To fully project International Strategic's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of International Strategic 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 International Strategic's income statement, its balance sheet, and the statement of cash flows.
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