Value Fund Ten Year Return vs. Price To Earning
| UVALX Fund | USD 21.81 0.11 0.50% |
For Value Fund profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Value Fund to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Value Fund Value utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Value Fund's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Value Fund Value over time as well as its relative position and ranking within its peers.
Value |
Value Fund Value Price To Earning vs. Ten Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Value Fund's current stock value. Our valuation model uses many indicators to compare Value Fund value to that of its competitors to determine the firm's financial worth. Value Fund Value is presently regarded as number one fund in ten year return among similar funds. It also is presently regarded as number one fund in price to earning among similar funds reporting about 2.20 of Price To Earning per Ten Year 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 Value Fund's earnings, one of the primary drivers of an investment's value.Value Price To Earning 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.
Value Fund |
| = | 8.14 % |
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.
Price to Earnings ratio is typically used for current valuation of a company and is one of the most popular ratios that investors monitor daily. Holding a low PE stock is less risky because when a company's profitability falls, it is likely that earnings will also go down as well. In other words, if you start from a lower position, your downside risk is limited. There are also some investors who believe that low Price to Earnings ratio reflects the low pricing because a given company is in trouble. On the other hand, a higher PE ratio means that investors are paying more for each unit of profit.
Value Fund |
| = | 17.94 X |
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
Value Price To Earning Comparison
Value Fund is currently under evaluation in price to earning among similar funds.
Value Fund Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Value Fund, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Value Fund will eventually generate negative long term returns. The profitability progress is the general direction of Value Fund's change in net profit over the period of time. It can combine multiple indicators of Value 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 equity securities of companies that are considered to be undervalued. Although the fund will invest primarily in U.S. securities, it may invest up to 20 percent of its total assets in foreign securities including securities issued in emerging markets.
Value Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Value 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 Value 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 Value Fund's important profitability drivers and their relationship over time.
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Our tools can tell you how much better you can do entering a position in Value Fund without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Use Investing Themes to Complement your Value Fund position
In addition to having Value 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?
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Power Assets
Large capitalization equities showing high long-term performance indicators and above average return expectations based on Macroaxis rating system. The Power Assets theme has 49 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 Power Assets Theme or any other thematic opportunities.
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Other Information on Investing in Value Mutual Fund
To fully project Value Fund's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Value Fund 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 Value Fund's income statement, its balance sheet, and the statement of cash flows.
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