Small Cap Ten Year Return vs. Five Year Return

SVPSX Fund  USD 91.09  0.40  0.44%   
Considering Small Cap's profitability and operating efficiency indicators, Small Cap Value Profund 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 Small Cap's ability to earn profits and add value for shareholders.
For Small Cap profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Small Cap to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Small Cap Value Profund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Small Cap's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Small Cap Value Profund over time as well as its relative position and ranking within its peers.
  
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Please note, there is a significant difference between Small Cap's value and its price as these two are different measures arrived at by different means. Investors typically determine if Small Cap is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Small Cap'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.

Small Cap Value Five Year Return vs. Ten Year Return Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Small Cap's current stock value. Our valuation model uses many indicators to compare Small Cap value to that of its competitors to determine the firm's financial worth.
Small Cap Value Profund is rated top fund in ten year return among similar funds. It also is rated top fund in five year return among similar funds reporting about  1.29  of Five Year 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 Small Cap's earnings, one of the primary drivers of an investment's value.

Small Five Year 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.

Small Cap

Ten Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
5.01 %
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.
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.

Small Cap

Five Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
6.46 %
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.

Small Five Year Return Comparison

Small Cap is currently under evaluation in five year return among similar funds.

Small Cap Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Small Cap, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Small Cap will eventually generate negative long term returns. The profitability progress is the general direction of Small Cap's change in net profit over the period of time. It can combine multiple indicators of Small Cap, 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 in financial instruments that the fund Advisors believes, in combination, should track the performance of the index. The index is designed to provide a comprehensive measure of small-cap U.S. equity value performance. It is a market capitalization-weighted index comprising of stocks from the SP SmallCap 600 that have been identified as being on the value end of the growth-value spectrum as determined by SP Dow Jones Indices LLC.

Small Profitability Driver Comparison

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

Use Small Cap 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 Small Cap 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 Small Cap will appreciate offsetting losses from the drop in the long position's value.

Small Cap Pair Trading

Small Cap Value Profund Pair Trading Analysis

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

In addition to having Small Cap 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.

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Tech Funds
Tech Funds Theme
Funds or Etfs that invest in companies involved in research, development, testing, or distribution of technologically based goods and services. The Tech Funds theme has 44 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 Tech Funds Theme or any other thematic opportunities.
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Other Information on Investing in Small Mutual Fund

To fully project Small Cap's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Small Cap Value 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 Small Cap's income statement, its balance sheet, and the statement of cash flows.
Potential Small Cap investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Small Cap investors may work on each financial statement separately, they are all related. The changes in Small Cap's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Small Cap'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.
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