Scharf Fund Annual Yield vs. Five Year Return
| LOGRX Fund | USD 51.98 0.05 0.1% |
For Scharf Fund profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Scharf Fund to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Scharf Fund Retail utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Scharf Fund's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Scharf Fund Retail over time as well as its relative position and ranking within its peers.
Scharf |
Scharf Fund Retail Five Year Return vs. Annual Yield Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Scharf Fund's current stock value. Our valuation model uses many indicators to compare Scharf Fund value to that of its competitors to determine the firm's financial worth. Scharf Fund Retail is number one fund in annual yield among similar funds. It also is number one fund in five year return among similar funds reporting about 2,172 of Five Year Return per Annual Yield. 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 Scharf Fund's earnings, one of the primary drivers of an investment's value.Scharf Five Year Return vs. Annual Yield
Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Scharf Fund |
| = | 0 % |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
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.
Scharf Fund |
| = | 9.12 % |
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.
Scharf Five Year Return Comparison
Scharf Fund is currently under evaluation in five year return among similar funds.
Scharf Fund Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Scharf Fund, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Scharf Fund will eventually generate negative long term returns. The profitability progress is the general direction of Scharf Fund's change in net profit over the period of time. It can combine multiple indicators of Scharf Fund, 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.
Under normal market conditions, the fund primarily invests in equity securities that the Adviser believes have significantly more appreciation potential than downside risk over the long term. Equity securities in which the fund may invest include, but are not limited to, common and preferred stock of companies of all size market capitalizations, rights and warrants. It may invest up to 50 percent of its total assets in securities of foreign issuers listed on foreign exchanges , including up to 25 percent of its total assets in issuers in emerging markets.
Scharf Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Scharf Fund. 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 Scharf Fund 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 Scharf Fund's important profitability drivers and their relationship over time.
Use Scharf Fund 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 Scharf Fund 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 Scharf Fund will appreciate offsetting losses from the drop in the long position's value.Scharf Fund Pair Trading
Scharf Fund Retail Pair Trading Analysis
The ability to find closely correlated positions to Scharf Fund could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Scharf Fund 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 Scharf Fund - 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 Scharf Fund Retail to buy it.
The correlation of Scharf Fund 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 Scharf Fund moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Scharf Fund Retail 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 Scharf Fund 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 Scharf Fund position
In addition to having Scharf Fund 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 Oil And Gas Thematic Idea Now
Oil And Gas
Companies involved in drilling, production, and distribution of oil and gas pipelines. The Oil And Gas theme has 37 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 Oil And Gas Theme or any other thematic opportunities.
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Other Information on Investing in Scharf Mutual Fund
To fully project Scharf Fund's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Scharf Fund Retail 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 Scharf Fund's income statement, its balance sheet, and the statement of cash flows.
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