Core Fixed Ten Year Return vs. Year To Date Return
| TIIUX Fund | USD 6.76 0.03 0.44% |
For Core Fixed profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Core Fixed to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Core Fixed Income utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Core Fixed's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Core Fixed Income over time as well as its relative position and ranking within its peers.
Core |
Core Fixed Income Year To Date Return vs. Ten Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Core Fixed's current stock value. Our valuation model uses many indicators to compare Core Fixed value to that of its competitors to determine the firm's financial worth. Core Fixed Income is rated top fund in ten year return among similar funds. It also is rated top fund in year to date return among similar funds creating about 0.62 of Year To Date Return per Ten Year Return. The ratio of Ten Year Return to Year To Date Return for Core Fixed Income is roughly 1.60 . 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 Core Fixed's earnings, one of the primary drivers of an investment's value.Core Year To Date Return vs. Ten Year Return
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Core Fixed |
| = | 4.24 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year 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.
Core Fixed |
| = | 2.65 % |
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.
Core Year To Date Return Comparison
Core Fixed is currently under evaluation in year to date return among similar funds.
Core Fixed Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Core Fixed, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Core Fixed will eventually generate negative long term returns. The profitability progress is the general direction of Core Fixed's change in net profit over the period of time. It can combine multiple indicators of Core Fixed, 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 will invest, under normal market conditions, at least 80 percent of its net assets in fixed income instruments. It may invest up to 30 percent of its total assets in securities denominated in foreign currencies, and may invest beyond this limit in U.S. dollar-denominated securities of foreign issuers.
Core Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Core Fixed. 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 Core Fixed 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 Core Fixed's important profitability drivers and their relationship over time.
Use Core Fixed 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 Core Fixed 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 Core Fixed will appreciate offsetting losses from the drop in the long position's value.Core Fixed Pair Trading
Core Fixed Income Pair Trading Analysis
The ability to find closely correlated positions to Core Fixed could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Core Fixed 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 Core Fixed - 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 Core Fixed Income to buy it.
The correlation of Core Fixed 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 Core Fixed moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Core Fixed Income 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 Core Fixed 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 Core Fixed position
In addition to having Core Fixed 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 Software Thematic Idea Now
Software
Companies that develop and distribute software and software systems to individuals or business. The Software theme has 40 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 Software Theme or any other thematic opportunities.
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Other Information on Investing in Core Mutual Fund
To fully project Core Fixed's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Core Fixed Income 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 Core Fixed's income statement, its balance sheet, and the statement of cash flows.
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