Investment Grade One Year Return vs. Annual Yield

PGCAX Fund  USD 9.10  0.03  0.33%   
Based on the measurements of profitability obtained from Investment Grade's financial statements, Investment Grade Porate 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 Investment Grade's ability to earn profits and add value for shareholders.
For Investment Grade profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Investment Grade to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Investment Grade Porate utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Investment Grade's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Investment Grade Porate 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 Investment Grade's value and its price as these two are different measures arrived at by different means. Investors typically determine if Investment Grade is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Investment Grade'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.

Investment Grade Porate Annual Yield vs. One Year Return Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Investment Grade's current stock value. Our valuation model uses many indicators to compare Investment Grade value to that of its competitors to determine the firm's financial worth.
Investment Grade Porate is rated top fund in one year return among similar funds. It also is rated top fund in annual yield among similar funds . The ratio of One Year Return to Annual Yield for Investment Grade Porate is about  256.16 . 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 Investment Grade's earnings, one of the primary drivers of an investment's value.

Investment Annual Yield 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.

Investment Grade

One Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
10.02 %
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.
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.

Investment Grade

Yield

 = 

Income from Security

Current Share Price

 = 
0.04 %
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.

Investment Annual Yield Comparison

Investment Grade is currently under evaluation in annual yield among similar funds.

Investment Grade Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Investment Grade, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Investment Grade will eventually generate negative long term returns. The profitability progress is the general direction of Investment Grade's change in net profit over the period of time. It can combine multiple indicators of Investment Grade, 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 assets in a diversified portfolio of investment grade fixed income securities of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts or swap agreements. It may invest up to 30 percent of its total assets in securities denominated in foreign currencies, and may invest beyond this limit in U.S. dollar-denominated securities of foreign issuers.

Investment Profitability Driver Comparison

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

Use Investment Grade 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 Investment Grade 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 Investment Grade will appreciate offsetting losses from the drop in the long position's value.

Investment Grade Pair Trading

Investment Grade Porate Pair Trading Analysis

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

In addition to having Investment Grade 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 Coal Thematic Idea Now

Coal
Coal Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Coal theme has 12 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 Coal Theme or any other thematic opportunities.
View All  Next Launch

Other Information on Investing in Investment Mutual Fund

To fully project Investment Grade's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Investment Grade Porate 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 Investment Grade's income statement, its balance sheet, and the statement of cash flows.
Potential Investment Grade investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Investment Grade investors may work on each financial statement separately, they are all related. The changes in Investment Grade's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Investment Grade'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.
Equity Search
Search for actively traded equities including funds and ETFs from over 30 global markets
Price Ceiling Movement
Calculate and plot Price Ceiling Movement for different equity instruments
Correlation Analysis
Reduce portfolio risk simply by holding instruments which are not perfectly correlated
Latest Portfolios
Quick portfolio dashboard that showcases your latest portfolios