Hussman Strategic Five Year Return vs. Three Year Return

HSGFX Fund  USD 5.54  0.04  0.73%   
Based on the measurements of profitability obtained from Hussman Strategic's financial statements, Hussman Strategic Growth 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 Hussman Strategic's ability to earn profits and add value for shareholders.
For Hussman Strategic profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Hussman Strategic to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Hussman Strategic Growth utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Hussman Strategic's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Hussman Strategic Growth over time as well as its relative position and ranking within its peers.
  
Check out Risk vs Return Analysis.
Please note, there is a significant difference between Hussman Strategic's value and its price as these two are different measures arrived at by different means. Investors typically determine if Hussman Strategic is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Hussman Strategic'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.

Hussman Strategic Growth Three Year Return vs. Five Year Return Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Hussman Strategic's current stock value. Our valuation model uses many indicators to compare Hussman Strategic value to that of its competitors to determine the firm's financial worth.
Hussman Strategic Growth is one of the top funds in five year return among similar funds. It also is one of the top funds in three year 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 Hussman Strategic's earnings, one of the primary drivers of an investment's value.

Hussman Three Year 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.

Hussman Strategic

Five Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
1.32 %
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.
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.

Hussman Strategic

Three Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
(2.71) %
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.

Hussman Three Year Return Comparison

Hussman Strategic is currently under evaluation in three year return among similar funds.

Hussman Strategic Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Hussman Strategic, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Hussman Strategic will eventually generate negative long term returns. The profitability progress is the general direction of Hussman Strategic's change in net profit over the period of time. It can combine multiple indicators of Hussman Strategic, 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 will typically be fully invested in common stocks favored by the funds investment adviser, except for modest cash balances arising in connection with the funds day-to-day operations. When market conditions are unfavorable in the view of the investment adviser, the fund may use options and index futures, as well as other hedging strategies, to reduce the exposure of the funds stock portfolio to the impact of general market fluctuations.

Hussman Profitability Driver Comparison

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

Use Hussman Strategic 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 Hussman Strategic 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 Hussman Strategic will appreciate offsetting losses from the drop in the long position's value.

Hussman Strategic Pair Trading

Hussman Strategic Growth Pair Trading Analysis

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

In addition to having Hussman Strategic 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.

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Run Latest Gainers Thematic Idea Now

Latest Gainers
Latest Gainers Theme
Dynamically computed list of top equities currently sorted across major exchanges. The Latest Gainers theme has 201 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 Latest Gainers Theme or any other thematic opportunities.
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Other Information on Investing in Hussman Mutual Fund

To fully project Hussman Strategic's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Hussman Strategic Growth 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 Hussman Strategic's income statement, its balance sheet, and the statement of cash flows.
Potential Hussman Strategic investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Hussman Strategic investors may work on each financial statement separately, they are all related. The changes in Hussman Strategic's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Hussman Strategic'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.
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