Touchstone Small Year To Date Return vs. Ten Year Return
| TICSX Fund | USD 7.24 0.09 1.23% |
For Touchstone Small profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Touchstone Small to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Touchstone Small Pany utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Touchstone Small's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Touchstone Small Pany over time as well as its relative position and ranking within its peers.
Touchstone |
Touchstone Small Pany Ten Year Return vs. Year To Date Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Touchstone Small's current stock value. Our valuation model uses many indicators to compare Touchstone Small value to that of its competitors to determine the firm's financial worth. Touchstone Small Pany is rated second largest fund in year to date return among similar funds. It is rated top fund in ten year return among similar funds reporting about 0.52 of Ten Year Return per Year To Date Return. The ratio of Year To Date Return to Ten Year Return for Touchstone Small Pany is roughly 1.92 . 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 Touchstone Small's earnings, one of the primary drivers of an investment's value.Touchstone Ten Year Return vs. Year To Date Return
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.
Touchstone Small |
| = | 18.54 % |
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.
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.
Touchstone Small |
| = | 9.66 % |
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.
Touchstone Ten Year Return Comparison
Touchstone Small is currently under evaluation in ten year return among similar funds.
Touchstone Small Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Touchstone Small, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Touchstone Small will eventually generate negative long term returns. The profitability progress is the general direction of Touchstone Small's change in net profit over the period of time. It can combine multiple indicators of Touchstone Small, 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 assets in small-capitalization companies. Small capitalization companies are companies that have market capitalizations within the range represented in the Russell 2000 Index. It invests primarily in common stocks of small-capitalization companies that the sub-advisor believes are high quality, have superior business models, solid management teams, sustainable growth potential and are attractively valued. The fund may invest without limitation in foreign securities.
Touchstone Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Touchstone Small. 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 Touchstone Small 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 Touchstone Small's important profitability drivers and their relationship over time.
Use Touchstone Small 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 Touchstone Small 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 Touchstone Small will appreciate offsetting losses from the drop in the long position's value.Touchstone Small Pair Trading
Touchstone Small Pany Pair Trading Analysis
The ability to find closely correlated positions to Touchstone Small could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Touchstone Small 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 Touchstone Small - 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 Touchstone Small Pany to buy it.
The correlation of Touchstone Small 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 Touchstone Small moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Touchstone Small Pany 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 Touchstone Small 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 Touchstone Small position
In addition to having Touchstone Small 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 Single Stock ETFs Thematic Idea Now
Single Stock ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Single Stock ETFs theme has 100 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 Single Stock ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Touchstone Mutual Fund
To fully project Touchstone Small's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Touchstone Small Pany 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 Touchstone Small's income statement, its balance sheet, and the statement of cash flows.
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