Sei Instit Ten Year Return vs. Year To Date Return
| SEEIX Fund | USD 12.74 0.09 0.70% |
For Sei Instit profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Sei Instit to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Sei Instit International utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Sei Instit's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Sei Instit International over time as well as its relative position and ranking within its peers.
Sei |
Sei Instit International Year To Date Return vs. Ten Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Sei Instit's current stock value. Our valuation model uses many indicators to compare Sei Instit value to that of its competitors to determine the firm's financial worth. Sei Instit International is rated fifth largest fund in ten year return among similar funds. It is rated below average in year to date return among similar funds creating about 2.07 of Year To Date Return per Ten 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 Sei Instit's earnings, one of the primary drivers of an investment's value.Sei Year To Date Return vs. Ten Year Return
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Sei Instit |
| = | 4.56 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
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.
Sei Instit |
| = | 9.45 % |
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.
Sei Year To Date Return Comparison
Sei Instit is currently under evaluation in year to date return among similar funds.
Sei Instit Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Sei Instit, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Sei Instit will eventually generate negative long term returns. The profitability progress is the general direction of Sei Instit's change in net profit over the period of time. It can combine multiple indicators of Sei Instit, 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.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities. Equity securities may include common stocks, preferred stock, warrants, participation notes and depositary receipts. It will invest primarily in companies located in developed countries, but may also invest in companies located in emerging markets. Generally, the fund will invest less than 20 percent of its assets in emerging markets.
Sei Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Sei Instit. 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 Sei Instit 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 Sei Instit's important profitability drivers and their relationship over time.
Use Sei Instit 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 Sei Instit 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 Sei Instit will appreciate offsetting losses from the drop in the long position's value.Sei Instit Pair Trading
Sei Instit International Pair Trading Analysis
The ability to find closely correlated positions to Sei Instit could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Sei Instit 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 Sei Instit - 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 Sei Instit International to buy it.
The correlation of Sei Instit 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 Sei Instit moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Sei Instit International 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 Sei Instit 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 Sei Instit position
In addition to having Sei Instit 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 Apparel Thematic Idea Now
Apparel
Companies manufacturing textile accessories and apparel products. The Apparel theme has 42 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 Apparel Theme or any other thematic opportunities.
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Other Information on Investing in Sei Mutual Fund
To fully project Sei Instit's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Sei Instit International 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 Sei Instit's income statement, its balance sheet, and the statement of cash flows.
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