Jackson Square One Year Return vs. Five Year Return
| DCGTX Fund | USD 19.76 0.15 0.75% |
For Jackson Square profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Jackson Square to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Jackson Square Smid Cap utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Jackson Square's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Jackson Square Smid Cap over time as well as its relative position and ranking within its peers.
Jackson |
Jackson Square Smid Five Year Return vs. One Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Jackson Square's current stock value. Our valuation model uses many indicators to compare Jackson Square value to that of its competitors to determine the firm's financial worth. Jackson Square Smid Cap is one of the top funds in one year return among similar funds. It is rated # 4 fund in five year return among similar funds reporting about 0.07 of Five Year Return per One Year Return. The ratio of One Year Return to Five Year Return for Jackson Square Smid Cap is roughly 13.52 . 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 Jackson Square's earnings, one of the primary drivers of an investment's value.Jackson 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.
Jackson Square |
| = | 21.93 % |
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.
Jackson Square |
| = | 1.62 % |
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.
Jackson Five Year Return Comparison
Jackson Square is currently under evaluation in five year return among similar funds.
Jackson Square Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Jackson Square, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Jackson Square will eventually generate negative long term returns. The profitability progress is the general direction of Jackson Square's change in net profit over the period of time. It can combine multiple indicators of Jackson Square, 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 at least 80 percent of its net assets in securities issued by small-and mid-capitalization companies. The Adviser defines small-and mid-capitalization companies as companies, at the time of purchase, within the range of the capitalization of companies constituting the Russell 2500 Growth Index. It is non-diversified.
Jackson Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Jackson Square. 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 Jackson Square 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 Jackson Square's important profitability drivers and their relationship over time.
Use Jackson Square 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 Jackson Square 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 Jackson Square will appreciate offsetting losses from the drop in the long position's value.Jackson Square Pair Trading
Jackson Square Smid Cap Pair Trading Analysis
The ability to find closely correlated positions to Jackson Square could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Jackson Square 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 Jackson Square - 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 Jackson Square Smid Cap to buy it.
The correlation of Jackson Square 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 Jackson Square moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Jackson Square Smid 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 Jackson Square 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 Jackson Square position
In addition to having Jackson Square 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 Video Games Thematic Idea Now
Video Games
Companies that are involved in the building and marketing of video games or gaming software. The Video Games theme has 24 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 Video Games Theme or any other thematic opportunities.
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Other Information on Investing in Jackson Mutual Fund
To fully project Jackson Square's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Jackson Square Smid 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 Jackson Square's income statement, its balance sheet, and the statement of cash flows.
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