Small Pany Price To Book vs. Ten Year Return
| MSSMX Fund | USD 11.13 0.19 1.68% |
For Small Pany profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Small Pany to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Small Pany Growth utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Small Pany's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Small Pany Growth over time as well as its relative position and ranking within its peers.
Small |
Small Pany Growth Ten Year Return vs. Price To Book Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Small Pany's current stock value. Our valuation model uses many indicators to compare Small Pany value to that of its competitors to determine the firm's financial worth. Small Pany Growth is number one fund in price to book among similar funds. It also is number one fund in ten year return among similar funds reporting about 4.50 of Ten Year Return per Price To Book. 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 Small Pany's earnings, one of the primary drivers of an investment's value.Small Ten Year Return vs. Price To Book
Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
Small Pany |
| = | 3.16 X |
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Small Pany |
| = | 14.23 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Small Ten Year Return Comparison
Small Pany is currently under evaluation in ten year return among similar funds.
Small Pany Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Small Pany, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Small Pany will eventually generate negative long term returns. The profitability progress is the general direction of Small Pany's change in net profit over the period of time. It can combine multiple indicators of Small Pany, 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 will, under normal circumstances, seek to achieve its investment objective by investing primarily in established and emerging companies with capitalizations within the range of companies included in the Russell 2000 Growth Index. The Adviser emphasizes a bottom-up stock selection process, seeking attractive investments on an individual company basis. The Adviser may invest up to 25 percent of the funds total assets in foreign securities.
Small Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Small Pany. 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 Small Pany 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 Small Pany's important profitability drivers and their relationship over time.
Use Small Pany 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 Small Pany 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 Small Pany will appreciate offsetting losses from the drop in the long position's value.Small Pany Pair Trading
Small Pany Growth Pair Trading Analysis
The ability to find closely correlated positions to Small Pany could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Small Pany 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 Small Pany - 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 Small Pany Growth to buy it.
The correlation of Small Pany 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 Small Pany moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Small Pany Growth 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 Small Pany 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 Small Pany position
In addition to having Small Pany 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 Defense Thematic Idea Now
Defense
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Defense theme has 16 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 Defense Theme or any other thematic opportunities.
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Other Information on Investing in Small Mutual Fund
To fully project Small Pany's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Small Pany Growth 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 Small Pany's income statement, its balance sheet, and the statement of cash flows.
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