Mondrian Emerging Annual Yield vs. Three Year Return
| MPEMX Fund | USD 7.91 0.01 0.13% |
For Mondrian Emerging profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Mondrian Emerging to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Mondrian Emerging Markets utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Mondrian Emerging's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Mondrian Emerging Markets over time as well as its relative position and ranking within its peers.
Mondrian |
Mondrian Emerging Markets Three Year Return vs. Annual Yield Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Mondrian Emerging's current stock value. Our valuation model uses many indicators to compare Mondrian Emerging value to that of its competitors to determine the firm's financial worth. Mondrian Emerging Markets is number one fund in annual yield among similar funds. It also is number one fund in three year return among similar funds reporting about 44.31 of Three 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 Mondrian Emerging's earnings, one of the primary drivers of an investment's value.Mondrian Three 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.
Mondrian Emerging |
| = | 0.03 % |
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.
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Mondrian Emerging |
| = | 1.27 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Mondrian Three Year Return Comparison
Mondrian Emerging is currently under evaluation in three year return among similar funds.
Mondrian Emerging Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Mondrian Emerging, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Mondrian Emerging will eventually generate negative long term returns. The profitability progress is the general direction of Mondrian Emerging's change in net profit over the period of time. It can combine multiple indicators of Mondrian Emerging, 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 invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in the equity securities of emerging markets issuers. It may purchase securities of non-U.S. issuers directly or indirectly in the form of American, European or Global depositary receipts or other securities representing underlying shares of non-U.S. issuers.
Mondrian Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Mondrian Emerging. 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 Mondrian Emerging 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 Mondrian Emerging's important profitability drivers and their relationship over time.
Use Mondrian Emerging 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 Mondrian Emerging 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 Mondrian Emerging will appreciate offsetting losses from the drop in the long position's value.Mondrian Emerging Pair Trading
Mondrian Emerging Markets Pair Trading Analysis
The ability to find closely correlated positions to Mondrian Emerging could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Mondrian Emerging 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 Mondrian Emerging - 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 Mondrian Emerging Markets to buy it.
The correlation of Mondrian Emerging 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 Mondrian Emerging moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Mondrian Emerging Markets 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 Mondrian Emerging 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 Mondrian Emerging position
In addition to having Mondrian Emerging 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 Health Management Thematic Idea Now
Health Management
Major hospitals and healthcare providers. The Health Management theme has 41 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 Health Management Theme or any other thematic opportunities.
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Other Information on Investing in Mondrian Mutual Fund
To fully project Mondrian Emerging's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Mondrian Emerging Markets 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 Mondrian Emerging's income statement, its balance sheet, and the statement of cash flows.
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