Smead Value One Year Return vs. Year To Date Return
| SVFDX Fund | USD 73.94 1.05 1.40% |
For Smead Value profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Smead Value to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Smead Value Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Smead Value's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Smead Value Fund over time as well as its relative position and ranking within its peers.
Smead |
Smead Value Fund Year To Date Return vs. One Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Smead Value's current stock value. Our valuation model uses many indicators to compare Smead Value value to that of its competitors to determine the firm's financial worth. Smead Value Fund is rated second largest fund in one year return among similar funds. It also is rated second largest fund in year to date return among similar funds . 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 Smead Value's earnings, one of the primary drivers of an investment's value.Smead Year To Date Return 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.
Smead Value |
| = | (9.64) % |
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.
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.
Smead Value |
| = | 0.77 % |
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.
Smead Year To Date Return Comparison
Smead Value is currently under evaluation in year to date return among similar funds.
Smead Value Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Smead Value, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Smead Value will eventually generate negative long term returns. The profitability progress is the general direction of Smead Value's change in net profit over the period of time. It can combine multiple indicators of Smead Value, 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.
To achieve its investment objective, the fund will maintain approximately 25-30 companies in its portfolio and will invest in the common stocks of large capitalization U.S. companies. The funds manager considers large-cap companies to be those publicly traded U.S. companies with capitalizations exceeding 5 billion. It is non-diversified.
Smead Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Smead Value. 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 Smead Value 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 Smead Value's important profitability drivers and their relationship over time.
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Our tools can tell you how much better you can do entering a position in Smead Value 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 Smead Value position
In addition to having Smead Value 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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ISP
Internet Service Providers (ISP) companies and IT providers specializing in internet technologies. The ISP theme has 40 constituents at this time.
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Other Information on Investing in Smead Mutual Fund
To fully project Smead Value's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Smead Value Fund 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 Smead Value's income statement, its balance sheet, and the statement of cash flows.
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