Sustainable Equity Year To Date Return vs. Net Asset

AFDIX Fund  USD 53.37  0.41  0.76%   
Based on the key profitability measurements obtained from Sustainable Equity's financial statements, Sustainable Equity Fund 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 Sustainable Equity's ability to earn profits and add value for shareholders.
For Sustainable Equity profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Sustainable Equity to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Sustainable Equity Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Sustainable Equity's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Sustainable Equity Fund over time as well as its relative position and ranking within its peers.
  
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Please note, there is a significant difference between Sustainable Equity's value and its price as these two are different measures arrived at by different means. Investors typically determine if Sustainable Equity is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Sustainable Equity'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.

Sustainable Equity Net Asset vs. Year To Date Return Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Sustainable Equity's current stock value. Our valuation model uses many indicators to compare Sustainable Equity value to that of its competitors to determine the firm's financial worth.
Sustainable Equity Fund is the top fund in year to date return among similar funds. It also is the top fund in net asset among similar funds making up about  212,767,323  of Net Asset 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 Sustainable Equity's earnings, one of the primary drivers of an investment's value.

Sustainable Net Asset 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.

Sustainable Equity

YTD Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
20.57 %
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.
Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.

Sustainable Equity

Net Asset

 = 

Current Market Value

-

Current Liabilities

 = 
4.38 B
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.

Sustainable Net Asset Comparison

Sustainable Equity is currently under evaluation in net asset among similar funds.

Sustainable Equity Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Sustainable Equity, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Sustainable Equity will eventually generate negative long term returns. The profitability progress is the general direction of Sustainable Equity's change in net profit over the period of time. It can combine multiple indicators of Sustainable Equity, 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 generally invest in large capitalization companies the advisor believes show sustainable business improvement using a proprietary multi-factor model that combines fundamental measures of a stocks value and growth potential with ESG metrics. The model assigns each security a financial metrics score and an ESG score that are combined on an equal basis to create an overall score. To measure growth, the managers may use the rate of growth of a companys earnings and cash flow and changes in its earnings estimates.

Sustainable Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Sustainable Equity. 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 Sustainable Equity 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 Sustainable Equity's important profitability drivers and their relationship over time.

Use Sustainable Equity 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 Sustainable Equity 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 Sustainable Equity will appreciate offsetting losses from the drop in the long position's value.

Sustainable Equity Pair Trading

Sustainable Equity Fund Pair Trading Analysis

The ability to find closely correlated positions to Sustainable Equity could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Sustainable Equity 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 Sustainable Equity - 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 Sustainable Equity Fund to buy it.
The correlation of Sustainable Equity 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 Sustainable Equity moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Sustainable Equity 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 Sustainable Equity 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.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Sustainable Equity position

In addition to having Sustainable Equity 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.

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Run Consumer Funds Thematic Idea Now

Consumer Funds
Consumer Funds Theme
Funds or Etfs that invest in consumer products such as packaged goods, clothing, food, beverages and retail services. The Consumer Funds theme has 46 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 Consumer Funds Theme or any other thematic opportunities.
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Other Information on Investing in Sustainable Mutual Fund

To fully project Sustainable Equity's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Sustainable Equity 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 Sustainable Equity's income statement, its balance sheet, and the statement of cash flows.
Potential Sustainable Equity investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Sustainable Equity investors may work on each financial statement separately, they are all related. The changes in Sustainable Equity's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Sustainable Equity's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
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