Templeton China Five Year Return vs. Year To Date Return
| FCWRXDelisted Fund | USD 8.22 0.00 0.00% |
For Templeton China profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Templeton China to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Templeton China World utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Templeton China's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Templeton China World over time as well as its relative position and ranking within its peers.
Templeton |
Templeton China World Year To Date Return vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Templeton China's current stock value. Our valuation model uses many indicators to compare Templeton China value to that of its competitors to determine the firm's financial worth. Templeton China World is one of the top funds in five year return among similar funds. It also is one of the top funds in year to date return among similar funds . 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 Templeton China's earnings, one of the primary drivers of an investment's value.Templeton Year To Date Return 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.
Templeton China |
| = | (7.13) % |
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.
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.
Templeton China |
| = | 15.41 % |
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.
Templeton Year To Date Return Comparison
Templeton China is currently under evaluation in year to date return among similar funds.
Templeton China Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Templeton China, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Templeton China will eventually generate negative long term returns. The profitability progress is the general direction of Templeton China's change in net profit over the period of time. It can combine multiple indicators of Templeton China, 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 of China companies. Templeton China is traded on NASDAQ Exchange in the United States.
Templeton Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Templeton China. 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 Templeton China 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 Templeton China's important profitability drivers and their relationship over time.
Use Templeton China 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 Templeton China 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 Templeton China will appreciate offsetting losses from the drop in the long position's value.Templeton China Pair Trading
Templeton China World Pair Trading Analysis
The ability to find closely correlated positions to Templeton China could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Templeton China 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 Templeton China - 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 Templeton China World to buy it.
The correlation of Templeton China 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 Templeton China moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Templeton China World 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 Templeton China 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 Templeton China position
In addition to having Templeton China 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 Non-Metallic and Industrial Metal Mining Thematic Idea Now
Non-Metallic and Industrial Metal Mining
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Non-Metallic and Industrial Metal Mining theme has 61 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 Non-Metallic and Industrial Metal Mining Theme or any other thematic opportunities.
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Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..
Other Consideration for investing in Templeton Mutual Fund
If you are still planning to invest in Templeton China World check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Templeton China's history and understand the potential risks before investing.
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