Matthews Japan One Year Return vs. Cash Position Weight
| MIJFX Fund | USD 21.14 0.15 0.70% |
For Matthews Japan profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Matthews Japan to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Matthews Japan Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Matthews Japan's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Matthews Japan Fund over time as well as its relative position and ranking within its peers.
Matthews |
Matthews Japan Cash Position Weight vs. One Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Matthews Japan's current stock value. Our valuation model uses many indicators to compare Matthews Japan value to that of its competitors to determine the firm's financial worth. Matthews Japan Fund is rated below average in one year return among similar funds. It also is rated below average in cash position weight among similar funds creating about 0.06 of Cash Position Weight per One Year Return. The ratio of One Year Return to Cash Position Weight for Matthews Japan Fund is roughly 18.07 . 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 Matthews Japan's earnings, one of the primary drivers of an investment's value.Matthews Cash Position Weight vs. One Year Return
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Matthews Japan |
| = | 24.57 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Matthews Japan |
| = | 1.36 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Matthews Cash Position Weight Comparison
Matthews Japan is currently under evaluation in cash position weight among similar funds.
Matthews Japan Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Matthews Japan, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Matthews Japan will eventually generate negative long term returns. The profitability progress is the general direction of Matthews Japan's change in net profit over the period of time. It can combine multiple indicators of Matthews Japan, 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 circumstances, the fund seeks to achieve its investment objective by investing at least 80 percent of its net assets, which include borrowings for investment purposes, in the common and preferred stocks of companies located in Japan. A company or other issuer is considered to be located in a country or a region, and a security or instrument is deemed to be an Asian security or instrument, if it has substantial ties to that country or region.
Matthews Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Matthews Japan. 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 Matthews Japan 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 Matthews Japan's important profitability drivers and their relationship over time.
Use Matthews Japan 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 Matthews Japan 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 Matthews Japan will appreciate offsetting losses from the drop in the long position's value.Matthews Japan Pair Trading
Matthews Japan Fund Pair Trading Analysis
The ability to find closely correlated positions to Matthews Japan could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Matthews Japan 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 Matthews Japan - 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 Matthews Japan Fund to buy it.
The correlation of Matthews Japan 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 Matthews Japan moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Matthews Japan 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 Matthews Japan 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 Matthews Japan position
In addition to having Matthews Japan 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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Healthcare
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Healthcare theme has 61 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 Healthcare Theme or any other thematic opportunities.
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Other Information on Investing in Matthews Mutual Fund
To fully project Matthews Japan's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Matthews Japan 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 Matthews Japan's income statement, its balance sheet, and the statement of cash flows.
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