Tocqueville Fund Year To Date Return vs. Price To Earning
| TOCQX Fund | USD 48.41 0.04 0.08% |
For Tocqueville Fund profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Tocqueville Fund to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well The Tocqueville Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Tocqueville Fund's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of The Tocqueville Fund over time as well as its relative position and ranking within its peers.
Tocqueville |
Tocqueville Fund Price To Earning vs. Year To Date Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Tocqueville Fund's current stock value. Our valuation model uses many indicators to compare Tocqueville Fund value to that of its competitors to determine the firm's financial worth. The Tocqueville Fund is rated top fund in year to date return among similar funds. It also is rated top fund in price to earning among similar funds reporting about 0.70 of Price To Earning per Year To Date Return. The ratio of Year To Date Return to Price To Earning for The Tocqueville Fund is roughly 1.42 . 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 Tocqueville Fund's earnings, one of the primary drivers of an investment's value.Tocqueville Price To Earning 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.
Tocqueville Fund |
| = | 26.94 % |
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.
Price to Earnings ratio is typically used for current valuation of a company and is one of the most popular ratios that investors monitor daily. Holding a low PE stock is less risky because when a company's profitability falls, it is likely that earnings will also go down as well. In other words, if you start from a lower position, your downside risk is limited. There are also some investors who believe that low Price to Earnings ratio reflects the low pricing because a given company is in trouble. On the other hand, a higher PE ratio means that investors are paying more for each unit of profit.
Tocqueville Fund |
| = | 18.91 X |
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
Tocqueville Price To Earning Comparison
Tocqueville Fund is currently under evaluation in price to earning among similar funds.
Tocqueville Fund Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Tocqueville Fund, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Tocqueville Fund will eventually generate negative long term returns. The profitability progress is the general direction of Tocqueville Fund's change in net profit over the period of time. It can combine multiple indicators of Tocqueville 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 invests primarily in common stocks of U.S. companies. It may also invest up to 25 percent of its net assets in non-U.S. companies, including in American Depositary Receipts , in both developed and emerging markets. The fund seeks to invest in companies that have good long-term business fundamentals but are temporarily out of favor with investors, and hence have a market value lower than their intrinsic value.
Tocqueville Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Tocqueville 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 Tocqueville 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 Tocqueville Fund's important profitability drivers and their relationship over time.
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Our tools can tell you how much better you can do entering a position in Tocqueville Fund without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Use Investing Themes to Complement your Tocqueville Fund position
In addition to having Tocqueville 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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Iron
Companies involved in production of steel and iron. The Iron theme has 48 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 Iron Theme or any other thematic opportunities.
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Other Information on Investing in Tocqueville Mutual Fund
To fully project Tocqueville Fund's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Tocqueville Fund 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 Tocqueville Fund's income statement, its balance sheet, and the statement of cash flows.
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