Leader Short Minimum Initial Investment vs. Five Year Return

LCCIX Fund  USD 8.19  0.01  0.12%   
Based on Leader Short's profitability indicators, Leader Short Term Bond 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 Leader Short's ability to earn profits and add value for shareholders.
For Leader Short profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Leader Short to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Leader Short Term Bond utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Leader Short's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Leader Short Term Bond over time as well as its relative position and ranking within its peers.
  
Check out Correlation Analysis.
Please note, there is a significant difference between Leader Short's value and its price as these two are different measures arrived at by different means. Investors typically determine if Leader Short is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Leader Short'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.

Leader Short Term Five Year Return vs. Minimum Initial Investment Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Leader Short's current stock value. Our valuation model uses many indicators to compare Leader Short value to that of its competitors to determine the firm's financial worth.
Leader Short Term Bond is rated third overall fund in minimum initial investment among similar funds. It is rated fourth overall fund in five year return among similar funds . The ratio of Minimum Initial Investment to Five Year Return for Leader Short Term Bond is about  18,118 . 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 Leader Short's earnings, one of the primary drivers of an investment's value.

Leader Five Year Return vs. Minimum Initial Investment

Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.

Leader Short

Minimum Initial Investment

=

First Fund Deposit

 = 
100 K
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
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.

Leader Short

Five Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
5.52 %
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.

Leader Five Year Return Comparison

Leader Short is rated third overall fund in five year return among similar funds.

Leader Short Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Leader Short, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Leader Short will eventually generate negative long term returns. The profitability progress is the general direction of Leader Short's change in net profit over the period of time. It can combine multiple indicators of Leader Short, 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 non-investment grade bonds which the advisor defines as securities rated lower than Baa3 by Moodys Investors Service BBB- by Standard Poors Ratings Group, Fitch BBB-, or, if unrated, as determined by the Advisor to be of comparable quality. The funds effective average duration of its portfolio investments will normally be three years or less.

Leader Profitability Driver Comparison

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

Use Leader Short 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 Leader Short 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 Leader Short will appreciate offsetting losses from the drop in the long position's value.

Leader Short Pair Trading

Leader Short Term Bond Pair Trading Analysis

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

In addition to having Leader Short 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 Baby Boomer Prospects Thematic Idea Now

Baby Boomer Prospects
Baby Boomer Prospects Theme
Equities with large market capitalization that account for significant contribution to overall economic growth especially within dividend-paying instruments and stocks from healthcare and financial sectors. The Baby Boomer Prospects theme has 99 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 Baby Boomer Prospects Theme or any other thematic opportunities.
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Other Information on Investing in Leader Mutual Fund

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