Eagle Small Five Year Return vs. Ten Year Return
| HSIIX Fund | USD 31.71 0.16 0.50% |
For Eagle Small profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Eagle Small to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Eagle Small Cap utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Eagle Small's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Eagle Small Cap over time as well as its relative position and ranking within its peers.
Eagle |
Eagle Small Cap Ten Year Return vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Eagle Small's current stock value. Our valuation model uses many indicators to compare Eagle Small value to that of its competitors to determine the firm's financial worth. Eagle Small Cap is rated # 2 fund in five year return among similar funds. It is one of the top funds in ten year return among similar funds reporting about 1.44 of Ten Year 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 Eagle Small's earnings, one of the primary drivers of an investment's value.Eagle Ten 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.
Eagle Small |
| = | 7.97 % |
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.
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Eagle Small |
| = | 11.50 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Eagle Ten Year Return Comparison
Eagle Small is currently under evaluation in ten year return among similar funds.
Eagle Small Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Eagle Small, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Eagle Small will eventually generate negative long term returns. The profitability progress is the general direction of Eagle Small's change in net profit over the period of time. It can combine multiple indicators of Eagle Small, 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 normally invests at least 80 percent of its net assets in the stocks of small-capitalization companies. The funds portfolio managers consider small-capitalization companies to be those companies that, at the time of initial purchase, have a market capitalization equal to or less than the largest company in the Russell 2000 Growth Index during the most recent 12-month period.
Eagle Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Eagle Small. 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 Eagle Small 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 Eagle Small's important profitability drivers and their relationship over time.
Use Eagle Small 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 Eagle Small 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 Eagle Small will appreciate offsetting losses from the drop in the long position's value.Eagle Small Pair Trading
Eagle Small Cap Pair Trading Analysis
The ability to find closely correlated positions to Eagle Small could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Eagle Small 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 Eagle Small - 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 Eagle Small Cap to buy it.
The correlation of Eagle Small 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 Eagle Small moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Eagle Small Cap 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 Eagle Small 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 Eagle Small position
In addition to having Eagle Small 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 Military Industrial Thematic Idea Now
Military Industrial
A collection of large United States defense contractors including companies involved in production or distribution of aircraft, ships, vehicles, weaponry, and electronic systems in cooperation with the government. The Military Industrial theme has 46 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 Military Industrial Theme or any other thematic opportunities.
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Other Information on Investing in Eagle Mutual Fund
To fully project Eagle Small's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Eagle Small Cap 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 Eagle Small's income statement, its balance sheet, and the statement of cash flows.
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