Real Return Annual Yield vs. Bond Positions Weight
| PRAIX Fund | USD 11.95 0.10 0.83% |
For Real Return profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Real Return to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Real Return Asset utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Real Return's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Real Return Asset over time as well as its relative position and ranking within its peers.
Real |
Real Return Asset Bond Positions Weight vs. Annual Yield Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Real Return's current stock value. Our valuation model uses many indicators to compare Real Return value to that of its competitors to determine the firm's financial worth. Real Return Asset is rated top fund in annual yield among similar funds. It also is rated top fund in bond positions weight among similar funds creating about 3,596 of Bond Positions Weight 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 Real Return's earnings, one of the primary drivers of an investment's value.Real Bond Positions Weight 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.
Real Return |
| = | 0.02 % |
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.
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Real Return |
| = | 60.77 % |
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
Real Bond Positions Weight Comparison
Real Return is currently under evaluation in bond positions weight among similar funds.
Real Return Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Real Return, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Real Return will eventually generate negative long term returns. The profitability progress is the general direction of Real Return's change in net profit over the period of time. It can combine multiple indicators of Real Return, 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 invests at least 80 percent of its net assets in inflation-indexed bonds of varying maturities issued by the U.S. and non-U.S. governments, their agencies or instrumentalities, and corporations. Assets not invested in inflation-indexed bonds may be invested in other types of Fixed Income Instruments. It invests primarily in investment grade securities, but may invest up to 20 percent of its total assets in junk bonds rated B or higher by Moodys, or equivalently rated by SP or Fitch, or, if unrated, determined by PIMCO to be of comparable quality.
Real Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Real Return. 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 Real Return 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 Real Return's important profitability drivers and their relationship over time.
Use Real Return 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 Real Return 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 Real Return will appreciate offsetting losses from the drop in the long position's value.Real Return Pair Trading
Real Return Asset Pair Trading Analysis
The ability to find closely correlated positions to Real Return could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Real Return 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 Real Return - 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 Real Return Asset to buy it.
The correlation of Real Return 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 Real Return moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Real Return Asset 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 Real Return 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 Real Return position
In addition to having Real Return 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 Aggressive Defence Thematic Idea Now
Aggressive Defence
Macroaxis small cap, aggressive-outlook picks designed for investors that are willing to accept higher levels of risk to hedge exposure to above-average market volatility. The Aggressive Defence theme has 50 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 Aggressive Defence Theme or any other thematic opportunities.
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Other Information on Investing in Real Mutual Fund
To fully project Real Return's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Real Return Asset 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 Real Return's income statement, its balance sheet, and the statement of cash flows.
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