Thornburg Strategic One Year Return vs. Annual Yield
Based on the measurements of profitability obtained from Thornburg Strategic's financial statements, Thornburg Strategic Income may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Thornburg Strategic's ability to earn profits and add value for shareholders.
Check out World Market Map to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.
Please note, there is a significant difference between Thornburg Strategic's value and its price as these two are different measures arrived at by different means. Investors typically determine if Thornburg Strategic is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Thornburg Strategic's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
For Thornburg Strategic profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Thornburg Strategic to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Thornburg Strategic Income utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Thornburg Strategic's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Thornburg Strategic Income over time as well as its relative position and ranking within its peers.
Thornburg |
Thornburg Strategic Annual Yield vs. One Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Thornburg Strategic's current stock value. Our valuation model uses many indicators to compare Thornburg Strategic value to that of its competitors to determine the firm's financial worth. Thornburg Strategic Income is rated top fund in one year return among similar funds. It also is rated top fund in annual yield among similar funds fabricating about 0.01 of Annual Yield per One Year Return. The ratio of One Year Return to Annual Yield for Thornburg Strategic Income is roughly 156.54 . 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 Thornburg Strategic's earnings, one of the primary drivers of an investment's value.Thornburg Annual Yield 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.
Thornburg Strategic |
| = | 7.80 % |
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.
Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Thornburg Strategic |
| = | 0.05 % |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Thornburg Annual Yield Comparison
Thornburg Strategic is currently under evaluation in annual yield among similar funds.
Thornburg Strategic Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Thornburg Strategic, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Thornburg Strategic will eventually generate negative long term returns. The profitability progress is the general direction of Thornburg Strategic's change in net profit over the period of time. It can combine multiple indicators of Thornburg Strategic, 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 investment seeks a high level of current income some long-term capital appreciation is a secondary consideration. Thornburg Strategic is traded on NASDAQ Exchange in the United States.
Thornburg Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Thornburg Strategic. 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 Thornburg Strategic 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 Thornburg Strategic's important profitability drivers and their relationship over time.
Use Thornburg Strategic 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 Thornburg Strategic 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 Thornburg Strategic will appreciate offsetting losses from the drop in the long position's value.Thornburg Strategic Pair Trading
Thornburg Strategic Income Pair Trading Analysis
The ability to find closely correlated positions to Kroger could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Kroger 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 Kroger - 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 Kroger Company to buy it.
The correlation of Kroger 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 Kroger moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Kroger Company 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 Kroger 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 Thornburg Strategic position
In addition to having Thornburg Strategic 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 Marketing Thematic Idea Now
Marketing
Companies providing marketing and public relation (PR) services as well as news and media distribution. The Marketing theme has 48 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 Marketing Theme or any other thematic opportunities.
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Check out World Market Map to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Portfolio Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.
Other Tools for Thornburg Mutual Fund
When running Thornburg Strategic's price analysis, check to measure Thornburg Strategic's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Thornburg Strategic is operating at the current time. Most of Thornburg Strategic's value examination focuses on studying past and present price action to predict the probability of Thornburg Strategic's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Thornburg Strategic's price. Additionally, you may evaluate how the addition of Thornburg Strategic to your portfolios can decrease your overall portfolio volatility.
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| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators |