Hennessy Japan Five Year Return vs. Year To Date Return
| HJPSX Fund | USD 17.04 0.05 0.29% |
For Hennessy Japan profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Hennessy Japan to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Hennessy Japan Small utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Hennessy Japan's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Hennessy Japan Small over time as well as its relative position and ranking within its peers.
Hennessy |
Hennessy Japan Small Year To Date Return vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Hennessy Japan's current stock value. Our valuation model uses many indicators to compare Hennessy Japan value to that of its competitors to determine the firm's financial worth. Hennessy Japan Small 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 creating about 2.67 of Year To Date Return 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 Hennessy Japan's earnings, one of the primary drivers of an investment's value.Hennessy 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.
Hennessy Japan |
| = | 2.58 % |
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.
Hennessy Japan |
| = | 6.90 % |
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.
Hennessy Year To Date Return Comparison
Hennessy Japan is currently under evaluation in year to date return among similar funds.
Hennessy Japan Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Hennessy Japan, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Hennessy Japan will eventually generate negative long term returns. The profitability progress is the general direction of Hennessy Japan's change in net profit over the period of time. It can combine multiple indicators of Hennessy Japan, 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 equity securities of smaller Japanese companies, typically considered to be companies with market capitalizations in the bottom 20 percent of all publicly traded Japanese companies. The funds manager considers a Japanese company to be a company organized under the laws of Japan, for which the principal securities trading market is Japan, or that has a majority of its assets or business in Japan.
Hennessy Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Hennessy Japan. 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 Hennessy Japan 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 Hennessy Japan's important profitability drivers and their relationship over time.
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Use Investing Themes to Complement your Hennessy Japan position
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Energy ETFs
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Other Information on Investing in Hennessy Mutual Fund
To fully project Hennessy Japan's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Hennessy Japan Small 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 Hennessy Japan's income statement, its balance sheet, and the statement of cash flows.
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