Balanced Fund Five Year Return vs. Annual Yield

BLNIX Fund  USD 14.82  0.04  0.27%   
Based on the measurements of profitability obtained from Balanced Fund's financial statements, Balanced Fund Institutional 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 Balanced Fund's ability to earn profits and add value for shareholders.
For Balanced Fund profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Balanced Fund to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Balanced Fund Institutional utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Balanced Fund's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Balanced Fund Institutional over time as well as its relative position and ranking within its peers.
  
Check out Trending Equities.
Please note, there is a significant difference between Balanced Fund's value and its price as these two are different measures arrived at by different means. Investors typically determine if Balanced Fund is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Balanced Fund'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.

Balanced Fund Instit Annual Yield vs. Five Year Return Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Balanced Fund's current stock value. Our valuation model uses many indicators to compare Balanced Fund value to that of its competitors to determine the firm's financial worth.
Balanced Fund Institutional is the top fund in five year return among similar funds. It also is the top fund in annual yield among similar funds . The ratio of Five Year Return to Annual Yield for Balanced Fund Institutional is about  416.21 . 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 Balanced Fund's earnings, one of the primary drivers of an investment's value.

Balanced Annual Yield vs. Five Year Return

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.

Balanced Fund

Five Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
7.53 %
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.
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.

Balanced Fund

Yield

 = 

Income from Security

Current Share Price

 = 
0.02 %
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.

Balanced Annual Yield Comparison

Balanced Fund is currently under evaluation in annual yield among similar funds.

Balanced Fund Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Balanced Fund, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Balanced Fund will eventually generate negative long term returns. The profitability progress is the general direction of Balanced Fund's change in net profit over the period of time. It can combine multiple indicators of Balanced 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 primarily in common and preferred stocks, as well as fixed income securities. It may also invest in investment companies , which include domestic and foreign mutual funds, as well as in exchange traded funds , closed-end funds and unit investment trusts. The fund will have a minimum of 30 percent and a maximum of 70 percent of its net assets invested in equity securities or underlying funds investing in equity securities.

Balanced Profitability Driver Comparison

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

Use Balanced Fund 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 Balanced Fund 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 Balanced Fund will appreciate offsetting losses from the drop in the long position's value.

Balanced Fund Pair Trading

Balanced Fund Institutional Pair Trading Analysis

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

In addition to having Balanced 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?

Run Utilities ETFs Thematic Idea Now

Utilities ETFs
Utilities ETFs Theme
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Utilities ETFs theme has 13 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 Utilities ETFs Theme or any other thematic opportunities.
View All  Next Launch

Other Information on Investing in Balanced Mutual Fund

To fully project Balanced Fund's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Balanced Fund Instit 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 Balanced Fund's income statement, its balance sheet, and the statement of cash flows.
Potential Balanced Fund investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Balanced Fund investors may work on each financial statement separately, they are all related. The changes in Balanced Fund's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Balanced Fund'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.
Money Flow Index
Determine momentum by analyzing Money Flow Index and other technical indicators
Commodity Directory
Find actively traded commodities issued by global exchanges
Competition Analyzer
Analyze and compare many basic indicators for a group of related or unrelated entities
Commodity Channel
Use Commodity Channel Index to analyze current equity momentum