Dreyfus Worldwide Five Year Return vs. Price To Sales
PGROX Fund | USD 75.00 0.14 0.19% |
For Dreyfus Worldwide profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Dreyfus Worldwide to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Dreyfus Worldwide Growth utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Dreyfus Worldwide's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Dreyfus Worldwide Growth over time as well as its relative position and ranking within its peers.
Dreyfus |
Dreyfus Worldwide Growth Price To Sales vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Dreyfus Worldwide's current stock value. Our valuation model uses many indicators to compare Dreyfus Worldwide value to that of its competitors to determine the firm's financial worth. Dreyfus Worldwide Growth is rated top fund in five year return among similar funds. It also is rated top fund in price to sales among similar funds fabricating about 0.20 of Price To Sales per Five Year Return. The ratio of Five Year Return to Price To Sales for Dreyfus Worldwide Growth is roughly 5.02 . 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 Dreyfus Worldwide's earnings, one of the primary drivers of an investment's value.Dreyfus Price To Sales vs. Five Year Return
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Dreyfus Worldwide |
| = | 11.99 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Price to Sales ratio is typically used for valuing equity relative to its own past performance as well as to performance of other companies or market indexes. In most cases, the lower the ratio, the better it is for investors. However, it is advisable for investors to exercise caution when looking at price-to-sales ratios across different industries.
Dreyfus Worldwide |
| = | 2.39 X |
The most critical factor to remember is that the price of equity takes a firm's debt into account, whereas the sales indicators do not consider financial leverage. Generally speaking, Price to Sales ratio shows how much market values every dollar of the company's sales.
Dreyfus Price To Sales Comparison
Dreyfus Worldwide is currently under evaluation in price to sales among similar funds.
Dreyfus Worldwide Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Dreyfus Worldwide, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Dreyfus Worldwide will eventually generate negative long term returns. The profitability progress is the general direction of Dreyfus Worldwide's change in net profit over the period of time. It can combine multiple indicators of Dreyfus Worldwide, 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.
To pursue its goals, the fund normally invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in the common stock of U.S. and foreign companies. It focuses on blue chip multinational companies with total market values of more than 5 billion. Normally at least 40 percent of the funds assets will be invested in companies that have significant exposure to the economies of countries other than the United States.
Dreyfus Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Dreyfus Worldwide. 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 Dreyfus Worldwide 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 Dreyfus Worldwide's important profitability drivers and their relationship over time.
Use Dreyfus Worldwide 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 Dreyfus Worldwide 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 Dreyfus Worldwide will appreciate offsetting losses from the drop in the long position's value.Dreyfus Worldwide Pair Trading
Dreyfus Worldwide Growth Pair Trading Analysis
The ability to find closely correlated positions to Dreyfus Worldwide could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Dreyfus Worldwide 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 Dreyfus Worldwide - 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 Dreyfus Worldwide Growth to buy it.
The correlation of Dreyfus Worldwide 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 Dreyfus Worldwide moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Dreyfus Worldwide 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 Dreyfus Worldwide 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 Dreyfus Worldwide position
In addition to having Dreyfus Worldwide 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 Adviser Favorites Thematic Idea Now
Adviser Favorites
Financial advisors frequently recommend that individuals diversify their investment portfolios with a mix of different types of stocks. These can include blue-chip stocks, growth stocks, and dividend stocks. The Adviser Favorites theme has 17 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 Adviser Favorites Theme or any other thematic opportunities.
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Other Information on Investing in Dreyfus Mutual Fund
To fully project Dreyfus Worldwide's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Dreyfus Worldwide 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 Dreyfus Worldwide's income statement, its balance sheet, and the statement of cash flows.
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