Lsv Global Year To Date Return vs. Cash Position Weight
| LSVFX Fund | USD 11.85 0.05 0.42% |
For Lsv Global profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Lsv Global to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Lsv Global Managed utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Lsv Global's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Lsv Global Managed over time as well as its relative position and ranking within its peers.
Lsv |
Lsv Global Managed Cash Position Weight vs. Year To Date Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Lsv Global's current stock value. Our valuation model uses many indicators to compare Lsv Global value to that of its competitors to determine the firm's financial worth. Lsv Global Managed is number one fund in year to date return among similar funds. It also is number one fund in cash position weight among similar funds creating about 0.05 of Cash Position Weight per Year To Date Return. The ratio of Year To Date Return to Cash Position Weight for Lsv Global Managed is roughly 21.00 . 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 Lsv Global's earnings, one of the primary drivers of an investment's value.Lsv Cash Position Weight vs. Year To Date Return
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.
Lsv Global |
| = | 17.64 % |
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.
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Lsv Global |
| = | 0.84 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Lsv Cash Position Weight Comparison
Lsv Global is currently under evaluation in cash position weight among similar funds.
Lsv Global Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Lsv Global, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Lsv Global will eventually generate negative long term returns. The profitability progress is the general direction of Lsv Global's change in net profit over the period of time. It can combine multiple indicators of Lsv Global, 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 primarily in equity securities of companies located throughout the world. Normally, it will invest in at least three countries, including the United States, and at least 40 percent of its assets will be invested in non-U.S. companies, in both developed and emerging market countries. Although the fund may invest in securities of companies of any size, it generally invests in companies with market capitalizations of 100 million or more at the time of purchase.
Lsv Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Lsv Global. 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 Lsv Global 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 Lsv Global's important profitability drivers and their relationship over time.
Use Lsv Global 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 Lsv Global 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 Lsv Global will appreciate offsetting losses from the drop in the long position's value.Lsv Global Pair Trading
Lsv Global Managed Pair Trading Analysis
The ability to find closely correlated positions to Lsv Global could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Lsv Global 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 Lsv Global - 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 Lsv Global Managed to buy it.
The correlation of Lsv Global 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 Lsv Global moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Lsv Global Managed 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 Lsv Global 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 Lsv Global position
In addition to having Lsv Global 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?
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ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Broad Equity ETFs theme has 483 constituents at this time.
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Other Information on Investing in Lsv Mutual Fund
To fully project Lsv Global's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Lsv Global Managed 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 Lsv Global's income statement, its balance sheet, and the statement of cash flows.
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