Avantis Small One Year Return vs. Five Year Return
| AVUV Etf | USD 96.09 0.02 0.02% |
For Avantis Small profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Avantis Small to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Avantis Small Cap utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Avantis Small's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Avantis Small Cap over time as well as its relative position and ranking within its peers.
Avantis |
The market value of Avantis Small Cap is measured differently than its book value, which is the value of Avantis that is recorded on the company's balance sheet. Investors also form their own opinion of Avantis Small's value that differs from its market value or its book value, called intrinsic value, which is Avantis Small's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Avantis Small's market value can be influenced by many factors that don't directly affect Avantis Small's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Avantis Small's value and its price as these two are different measures arrived at by different means. Investors typically determine if Avantis Small is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Avantis Small'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.
Avantis Small Cap Five Year Return vs. One Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Avantis Small's current stock value. Our valuation model uses many indicators to compare Avantis Small value to that of its competitors to determine the firm's financial worth. Avantis Small Cap is third largest ETF in one year return as compared to similar ETFs. It is second largest ETF in five year return as compared to similar ETFs reporting about 1.32 of Five Year Return per One Year Return. Comparative valuation analysis is a catch-all technique that is used if you cannot value Avantis Small by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.Avantis Five Year Return 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.
Avantis Small |
| = | 10.50 % |
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.
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Avantis Small |
| = | 13.90 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Avantis Five Year Return Comparison
Avantis Small is the top ETF in five year return as compared to similar ETFs.
Avantis Small Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Avantis Small, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Avantis Small will eventually generate negative long term returns. The profitability progress is the general direction of Avantis Small's change in net profit over the period of time. It can combine multiple indicators of Avantis Small, 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 primarily in a diverse group of U.S. small cap companies across market sectors and industry groups. Avantis US is traded on NYSEARCA Exchange in the United States.
Avantis Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Avantis Small. 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 Avantis Small 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 Avantis Small's important profitability drivers and their relationship over time.
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Use Avantis Small 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 Avantis Small 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 Avantis Small will appreciate offsetting losses from the drop in the long position's value.Avantis Small Pair Trading
Avantis Small Cap Pair Trading Analysis
The ability to find closely correlated positions to Avantis Small could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Avantis Small 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 Avantis Small - 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 Avantis Small Cap to buy it.
The correlation of Avantis Small 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 Avantis Small moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Avantis Small Cap 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 Avantis Small 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 Avantis Small position
In addition to having Avantis Small 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 Manufacturing Thematic Idea Now
Manufacturing
Companies that provide goods across residential, commercial and industrial construction such as machinery, tools, or lumber production. The Manufacturing theme has 20 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 Manufacturing Theme or any other thematic opportunities.
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To fully project Avantis Small's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Avantis Small Cap 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 Avantis Small's income statement, its balance sheet, and the statement of cash flows.