Stocksplus Fund Five Year Return vs. Net Asset
| PSTKX Fund | USD 13.31 0.07 0.52% |
For Stocksplus Fund profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Stocksplus Fund to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Stocksplus Fund Institutional utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Stocksplus Fund's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Stocksplus Fund Institutional over time as well as its relative position and ranking within its peers.
Stocksplus |
Stocksplus Fund Inst Net Asset vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Stocksplus Fund's current stock value. Our valuation model uses many indicators to compare Stocksplus Fund value to that of its competitors to determine the firm's financial worth. Stocksplus Fund Institutional is rated top fund in five year return among similar funds. It also is rated top fund in net asset among similar funds making up about 61,904,468 of Net Asset per Five Year Return. 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 Stocksplus Fund's earnings, one of the primary drivers of an investment's value.Stocksplus Net Asset 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.
Stocksplus Fund |
| = | 14.98 % |
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.
Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.
Stocksplus Fund |
| = | 927.37 M |
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
Stocksplus Net Asset Comparison
Stocksplus Fund is currently under evaluation in net asset among similar funds.
Stocksplus Fund Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Stocksplus Fund, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Stocksplus Fund will eventually generate negative long term returns. The profitability progress is the general direction of Stocksplus Fund's change in net profit over the period of time. It can combine multiple indicators of Stocksplus Fund, 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 seeks to exceed the total return of the SP 500 Index by investing under normal circumstances in SP 500 Index derivatives, backed by a portfolio of fixed income instruments. Fixed income instruments include bonds, debt securities and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities. 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.
Stocksplus Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Stocksplus Fund. 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 Stocksplus Fund 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 Stocksplus Fund's important profitability drivers and their relationship over time.
Use Stocksplus Fund 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 Stocksplus Fund 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 Stocksplus Fund will appreciate offsetting losses from the drop in the long position's value.Stocksplus Fund Pair Trading
Stocksplus Fund Institutional Pair Trading Analysis
The ability to find closely correlated positions to Stocksplus Fund could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Stocksplus Fund 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 Stocksplus Fund - 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 Stocksplus Fund Institutional to buy it.
The correlation of Stocksplus Fund 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 Stocksplus Fund moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Stocksplus Fund Inst 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 Stocksplus Fund 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 Stocksplus Fund position
In addition to having Stocksplus Fund 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?
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Other Information on Investing in Stocksplus Mutual Fund
To fully project Stocksplus Fund's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Stocksplus Fund Inst 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 Stocksplus Fund's income statement, its balance sheet, and the statement of cash flows.
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