Clarkston Partners Five Year Return vs. Price To Earning
| CISMX Fund | USD 14.37 0.13 0.91% |
For Clarkston Partners profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Clarkston Partners to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Clarkston Partners Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Clarkston Partners's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Clarkston Partners Fund over time as well as its relative position and ranking within its peers.
Clarkston |
Clarkston Partners Price To Earning vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Clarkston Partners's current stock value. Our valuation model uses many indicators to compare Clarkston Partners value to that of its competitors to determine the firm's financial worth. Clarkston Partners Fund is fifth largest fund in five year return among similar funds. It is second largest fund in price to earning among similar funds reporting about 2.92 of Price To Earning per Five 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 Clarkston Partners' earnings, one of the primary drivers of an investment's value.Clarkston Price To Earning 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.
Clarkston Partners |
| = | 6.97 % |
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.
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.
Clarkston Partners |
| = | 20.34 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.
Clarkston Partners Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Clarkston Partners, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Clarkston Partners will eventually generate negative long term returns. The profitability progress is the general direction of Clarkston Partners' change in net profit over the period of time. It can combine multiple indicators of Clarkston Partners, 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.
Under normal circumstances, the fund invests primarily in U.S.-traded equity securities of small- and medium-market capitalization companies. Its investments in equity securities may include common stock, preferred stock and convertible securities. The fund may also invest in foreign equity securities through American Depositary Receipts . It invests in companies the Adviser believes to be of high quality and believes to be undervalued relative to their expected long-term free cash flows. The fund is non-diversified.
Clarkston Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Clarkston Partners. 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 Clarkston Partners 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 Clarkston Partners' important profitability drivers and their relationship over time.
Use Clarkston Partners 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 Clarkston Partners 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 Clarkston Partners will appreciate offsetting losses from the drop in the long position's value.Clarkston Partners Pair Trading
Clarkston Partners Fund Pair Trading Analysis
The ability to find closely correlated positions to Clarkston Partners could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Clarkston Partners 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 Clarkston Partners - 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 Clarkston Partners Fund to buy it.
The correlation of Clarkston Partners 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 Clarkston Partners moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Clarkston Partners 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 Clarkston Partners 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 Clarkston Partners position
In addition to having Clarkston Partners 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 Money Funds Thematic Idea Now
Money Funds
Funds or Etfs that invest most if their asset in companies from financial sector such as commercial banks, insurance companies, investment funds, and real estate. The Money Funds theme has 32 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 Money Funds Theme or any other thematic opportunities.
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Other Information on Investing in Clarkston Mutual Fund
To fully project Clarkston Partners' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Clarkston Partners 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 Clarkston Partners' income statement, its balance sheet, and the statement of cash flows.
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