Tcw Relative Year To Date Return vs. One Year Return
| TGDIX Fund | USD 16.30 0.03 0.18% |
For Tcw Relative profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Tcw Relative to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Tcw Relative Value utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Tcw Relative's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Tcw Relative Value over time as well as its relative position and ranking within its peers.
Tcw |
Tcw Relative Value One Year Return vs. Year To Date Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Tcw Relative's current stock value. Our valuation model uses many indicators to compare Tcw Relative value to that of its competitors to determine the firm's financial worth. Tcw Relative Value is rated second largest fund in year to date return among similar funds. It is rated top fund in one year return among similar funds reporting about 6.63 of One Year Return 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 Tcw Relative's earnings, one of the primary drivers of an investment's value.Tcw One Year Return 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.
Tcw Relative |
| = | 3.67 % |
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.
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.
Tcw Relative |
| = | 24.28 % |
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.
Tcw One Year Return Comparison
Tcw Relative is currently under evaluation in one year return among similar funds.
Tcw Relative Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Tcw Relative, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Tcw Relative will eventually generate negative long term returns. The profitability progress is the general direction of Tcw Relative's change in net profit over the period of time. It can combine multiple indicators of Tcw Relative, 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.
Under normal circumstances, the fund invests at least 80 percent of the value of its net assets, plus any borrowings for investment purposes, in equity securities of large-capitalization companies. In selecting the funds investments, the portfolio managers sometimes consider the extent to which businesses have leaders who prudently manage their environmental sustainability and social responsibilities with good governance and solid financial resources.
Tcw Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Tcw Relative. 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 Tcw Relative 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 Tcw Relative's important profitability drivers and their relationship over time.
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Use Investing Themes to Complement your Tcw Relative position
In addition to having Tcw Relative 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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Realty Funds
Funds or Etfs investing in real estate backed instruments or issues backed by different types of commercial properties. The Realty Funds theme has 40 constituents at this time.
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Other Information on Investing in Tcw Mutual Fund
To fully project Tcw Relative's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Tcw Relative Value 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 Tcw Relative's income statement, its balance sheet, and the statement of cash flows.
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