Deutsche Small Equity Positions Weight vs. Year To Date Return
| SZCIX Fund | USD 54.11 0.26 0.48% |
For Deutsche Small profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Deutsche Small to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Deutsche Small Cap utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Deutsche Small's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Deutsche Small Cap over time as well as its relative position and ranking within its peers.
Deutsche |
Deutsche Small Cap Year To Date Return vs. Equity Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Deutsche Small's current stock value. Our valuation model uses many indicators to compare Deutsche Small value to that of its competitors to determine the firm's financial worth. Deutsche Small Cap is rated top fund in equity positions weight among similar funds. It also is rated top fund in year to date return among similar funds creating about 0.19 of Year To Date Return per Equity Positions Weight. The ratio of Equity Positions Weight to Year To Date Return for Deutsche Small Cap is roughly 5.28 . 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 Deutsche Small's earnings, one of the primary drivers of an investment's value.Deutsche Year To Date Return vs. Equity Positions Weight
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Deutsche Small |
| = | 86.60 % |
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
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.
Deutsche Small |
| = | 16.40 % |
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.
Deutsche Year To Date Return Comparison
Deutsche Small is currently under evaluation in year to date return among similar funds.
Deutsche Small Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Deutsche Small, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Deutsche Small will eventually generate negative long term returns. The profitability progress is the general direction of Deutsche Small's change in net profit over the period of time. It can combine multiple indicators of Deutsche Small, 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 invests at least 80 percent of net assets, plus the amount of any borrowings for investment purposes, in common stocks of small U.S. companies with potential for above-average long-term total return. These companies are similar in size to the companies in the Russell 2000 Index . While it invests primarily in common stocks, it may invest up to 20 percent of its total assets in U.S. government securities.
Deutsche Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Deutsche Small. 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 Deutsche Small 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 Deutsche Small's important profitability drivers and their relationship over time.
Use Deutsche Small 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 Deutsche Small 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 Deutsche Small will appreciate offsetting losses from the drop in the long position's value.Deutsche Small Pair Trading
Deutsche Small Cap Pair Trading Analysis
The ability to find closely correlated positions to Deutsche Small could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Deutsche Small 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 Deutsche Small - 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 Deutsche Small Cap to buy it.
The correlation of Deutsche Small 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 Deutsche Small moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Deutsche Small Cap 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 Deutsche Small 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 Deutsche Small position
In addition to having Deutsche Small 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 Broad Sovereign ETFs Thematic Idea Now
Broad Sovereign ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Broad Sovereign ETFs theme has 14 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 Broad Sovereign ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Deutsche Mutual Fund
To fully project Deutsche Small's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Deutsche Small Cap 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 Deutsche Small's income statement, its balance sheet, and the statement of cash flows.
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