Blue Chip Year To Date Return vs. Price To Earning

PBLCX Fund  USD 43.80  0.42  0.97%   
Considering Blue Chip's profitability and operating efficiency indicators, Blue Chip Fund may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Blue Chip's ability to earn profits and add value for shareholders.
For Blue Chip profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Blue Chip to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Blue Chip Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Blue Chip's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Blue Chip Fund over time as well as its relative position and ranking within its peers.
  
Check out Your Equity Center.
Please note, there is a significant difference between Blue Chip's value and its price as these two are different measures arrived at by different means. Investors typically determine if Blue Chip is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Blue Chip's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Blue Chip Fund Price To Earning vs. Year To Date Return Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Blue Chip's current stock value. Our valuation model uses many indicators to compare Blue Chip value to that of its competitors to determine the firm's financial worth.
Blue Chip Fund is rated top fund in year to date return among similar funds. It also is rated top fund in price to earning among similar funds reporting about  0.50  of Price To Earning per Year To Date Return. The ratio of Year To Date Return to Price To Earning for Blue Chip Fund is roughly  2.02 . 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 Blue Chip's earnings, one of the primary drivers of an investment's value.

Blue Price To Earning 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.

Blue Chip

YTD Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
23.69 %
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.
Price to Earnings ratio is typically used for current valuation of a company and is one of the most popular ratios that investors monitor daily. Holding a low PE stock is less risky because when a company's profitability falls, it is likely that earnings will also go down as well. In other words, if you start from a lower position, your downside risk is limited. There are also some investors who believe that low Price to Earnings ratio reflects the low pricing because a given company is in trouble. On the other hand, a higher PE ratio means that investors are paying more for each unit of profit.

Blue Chip

P/E

 = 

Market Value Per Share

Earnings Per Share

 = 
11.75 X
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.

Blue Price To Earning Comparison

Blue Chip is currently under evaluation in price to earning among similar funds.

Blue Chip Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Blue Chip, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Blue Chip will eventually generate negative long term returns. The profitability progress is the general direction of Blue Chip's change in net profit over the period of time. It can combine multiple indicators of Blue Chip, 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 normally invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in equity securities of companies with large market capitalizations at the time of purchase that, in the funds investment advisors opinion, display characteristics of a blue chip company. The advisor tends to focus on securities of companies that show potential for growth of capital as well as an expectation for above average earnings. The fund invests in securities of foreign companies.

Blue Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Blue Chip. 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 Blue Chip 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 Blue Chip's important profitability drivers and their relationship over time.

Use Blue Chip 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 Blue Chip 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 Blue Chip will appreciate offsetting losses from the drop in the long position's value.

Blue Chip Pair Trading

Blue Chip Fund Pair Trading Analysis

The ability to find closely correlated positions to Blue Chip could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Blue Chip 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 Blue Chip - 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 Blue Chip Fund to buy it.
The correlation of Blue Chip 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 Blue Chip moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Blue Chip Fund 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 Blue Chip 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.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Blue Chip position

In addition to having Blue Chip 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 Tech Growth Thematic Idea Now

Tech Growth
Tech Growth Theme
Instruments that are typically traded at high earnings multiples compared to their competitors and other sectors and have been known to drive market cycles frequently. The Tech Growth theme has 66 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 Tech Growth Theme or any other thematic opportunities.
View All  Next Launch

Other Information on Investing in Blue Mutual Fund

To fully project Blue Chip's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Blue Chip Fund 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 Blue Chip's income statement, its balance sheet, and the statement of cash flows.
Potential Blue Chip investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Blue Chip investors may work on each financial statement separately, they are all related. The changes in Blue Chip's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Blue Chip's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
Portfolio Manager
State of the art Portfolio Manager to monitor and improve performance of your invested capital
Watchlist Optimization
Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm
Idea Optimizer
Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio