Teberg Fund Price To Book vs. Five Year Return
| TEBRX Fund | USD 24.66 0.12 0.49% |
For Teberg Fund profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Teberg Fund to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well The Teberg Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Teberg Fund's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of The Teberg Fund over time as well as its relative position and ranking within its peers.
Teberg |
Teberg Fund Five Year Return vs. Price To Book Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Teberg Fund's current stock value. Our valuation model uses many indicators to compare Teberg Fund value to that of its competitors to determine the firm's financial worth. The Teberg Fund is rated top fund in price to book among similar funds. It also is rated top fund in five year return among similar funds reporting about 11.20 of Five Year Return per Price To Book. 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 Teberg Fund's earnings, one of the primary drivers of an investment's value.Teberg Five Year Return vs. Price To Book
Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
Teberg Fund |
| = | 1.32 X |
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
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.
Teberg Fund |
| = | 14.79 % |
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.
Teberg Five Year Return Comparison
Teberg Fund is currently under evaluation in five year return among similar funds.
Teberg Fund Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Teberg Fund, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Teberg Fund will eventually generate negative long term returns. The profitability progress is the general direction of Teberg Fund's change in net profit over the period of time. It can combine multiple indicators of Teberg Fund, 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 its assets primarily in shares of any number of other no-load and load-waived mutual funds, which may include ETFs. Some of the underlying funds invest in the stocks of small, medium and large capitalization domestic or international companies while others invest in fixed-income securities of varying maturities and credit qualities, including government and corporate bonds, as well as high-yield securities or junk bonds. It may commit up to 80 percent of its net assets at any given time to underlying funds that invest in high-yield or junk bond securities.
Teberg Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Teberg Fund. 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 Teberg Fund 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 Teberg Fund's important profitability drivers and their relationship over time.
Use Teberg Fund 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 Teberg Fund 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 Teberg Fund will appreciate offsetting losses from the drop in the long position's value.Teberg Fund Pair Trading
The Teberg Fund Pair Trading Analysis
The ability to find closely correlated positions to Teberg Fund could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Teberg Fund 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 Teberg Fund - 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 The Teberg Fund to buy it.
The correlation of Teberg Fund 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 Teberg Fund moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Teberg Fund 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 Teberg Fund 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 Teberg Fund position
In addition to having Teberg Fund 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 ISP Thematic Idea Now
ISP
Internet Service Providers (ISP) companies and IT providers specializing in internet technologies. The ISP theme has 39 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 ISP Theme or any other thematic opportunities.
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Other Information on Investing in Teberg Mutual Fund
To fully project Teberg Fund's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Teberg 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 Teberg Fund's income statement, its balance sheet, and the statement of cash flows.
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